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Vanguard Intermediate-Term Bond ETF

161 hedge funds and large institutions have $2.11B invested in Vanguard Intermediate-Term Bond ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

7% more funds holding

Funds holding: 150161 (+11)

0.83% more ownership

Funds ownership: 61.05%61.87% (+0.83%)

1% more capital invested

Capital invested by funds: $2.09B → $2.11B (+$14M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $654K

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
4.67%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
32
Increased
48
Reduced
58
Closed
18
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
Taylor Cottrill
New Hampshire
$325K
CA
102
Cetera Advisors
Colorado
$324K -$28.4K -340 -8%
CAN
103
Cetera Advisor Networks
California
$298K -$1.67K -20 -0.5%
IFB
104
iAB Financial Bank
Indiana
$298K
AWM
105
Altavista Wealth Management
North Carolina
$297K
HPBT
106
High Point Bank & Trust
North Carolina
$288K -$338K -4,056 -53%
SIC
107
Schwartz Investment Counsel
Michigan
$286K
AA
108
Ancora Advisors
Ohio
$282K
LIM
109
Loudon Investment Management
New Hampshire
$282K +$288K +3,451 New
TI
110
Truepoint Inc
Ohio
$270K -$433K -5,185 -61%
PAMG
111
Patton Albertson Miller Group
Tennessee
$263K -$238K -2,850 -47%
CCM
112
Coe Capital Management
Illinois
$245K -$13.4K -160 -5%
FMW
113
Farr Miller & Washington
District of Columbia
$245K
HSBC Holdings
114
HSBC Holdings
United Kingdom
$245K +$250K +3,000 New
CNB
115
City National Bank
California
$241K -$204K -2,444 -45%
DSC
116
Duncker Streett & Co
Missouri
$238K +$501 +6 +0.2%
SWM
117
SVA Wealth Management
Wisconsin
$233K +$238K +2,856 New
LPT
118
Legacy Private Trust
Wisconsin
$221K +$22.9K +275 +11%
SI
119
Stephens Inc
Arkansas
$220K +$20.7K +248 +10%
ST
120
Smithfield Trust
Pennsylvania
$219K -$2.5K -30 -1%
VFS
121
VSR Financial Services
Kansas
$218K -$45.9K -550 -17%
KeyBank National Association
122
KeyBank National Association
Ohio
$213K +$7.09K +85 +3%
BRWA
123
B. Riley Wealth Advisors
Florida
$209K -$29.2K -350 -12%
PAG
124
Private Advisor Group
New Jersey
$201K +$205K +2,460 New
ICAS
125
Investors Capital Advisory Services
Massachusetts
$200K -$48.7K -583 -19%