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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
CA
151
CapWealth Advisors
Tennessee
$12K
RFA
152
Reilly Financial Advisors
California
$11K -$417 -5 -4%
SGC
153
South Georgia Capital
Illinois
$8K +$7.93K +95 New
PFO
154
Pathstone Family Office
New Jersey
$8K +$8.35K +100 New
TRCT
155
Tower Research Capital (TRC)
New York
$8K +$8.35K +100 New
HDIM
156
Hanson & Doremus Investment Management
Vermont
$7K
JG
157
Jefferies Group
New York
$7K +$7.51K +90 New
NC
158
NewSquare Capital
Pennsylvania
$7K +$7.51K +90 New
PAS
159
Partnervest Advisory Services
California
$4K +$4.26K +51 New
JFA
160
JNBA Financial Advisors
Minnesota
$2K
MAS
161
Madden Advisory Services
Florida
$2K +$2K +24 New
HR
162
Howe & Rusling
New York
$1K
PIM
163
Parasol Investment Management
Illinois
$1K +$918 +11 New
VKH
164
Virtu KCG Holdings
New York
-$24.3M -290,879 Closed
WCWM
165
Wooster Corthell Wealth Management
Connecticut
-$7.71M -92,375 Closed
GCT
166
Galaxy Capital Trading
British Virgin Islands
-$6.19M -74,151 Closed
FAAM
167
First Allied Asset Management
California
-$6.23M -72,993 Closed
BIT
168
BlackRock Institutional Trust
California
-$3.02M -36,192 Closed
ICOA
169
Investment Centers of America
North Dakota
-$2.85M -34,076 Closed
BCM
170
Bluefin Capital Management
New York
-$1.7M -20,448 Closed
RMA
171
Roffman Miller Associates
Pennsylvania
-$296K -3,550 Closed
LG
172
LaFleur & Godfrey
Michigan
-$286K -3,420 Closed
CCM
173
Coldstream Capital Management
Washington
-$271K -3,241 Closed
Goldman Sachs
174
Goldman Sachs
New York
-$265K -3,178 Closed
TT
175
Tower Trust
Indiana
-$205K -2,450 Closed