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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
Bank of America
1
Bank of America
North Carolina
$691M -$20.3M -242,766 -3%
AUIM
2
Aegon USA Investment Management
Iowa
$458M +$57.9M +693,544 +14%
Wells Fargo
3
Wells Fargo
California
$291M +$5.87M +70,386 +2%
Morgan Stanley
4
Morgan Stanley
New York
$111M -$29.3M -350,598 -21%
MAA
5
Managed Account Advisors
New Jersey
$49.5M +$9.16M +109,775 +22%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$48M +$37.3M +446,446 +317%
U
7
UBS
Switzerland
$38.8M -$240K -2,882 -0.6%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$35.3M -$1.26M -15,100 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29M +$696K +8,344 +2%
FNBTCON
10
First National Bank & Trust Co of Newtown
Pennsylvania
$28.9M +$2.84K +34 +0%
Jane Street
11
Jane Street
New York
$28.7M +$29.3M +350,977 New
WF
12
Welch & Forbes
Massachusetts
$21.8M -$7.28M -87,253 -25%
BCMIO
13
Beacon Capital Management Inc (Ohio)
Ohio
$18.2M +$18.6M +223,025 New
TAIM
14
TD Ameritrade Investment Management
Nebraska
$13.7M +$195K +2,336 +1%
DS
15
DRW Securities
Illinois
$12.8M +$13M +156,332 New
LPL Financial
16
LPL Financial
California
$10.8M -$108K -1,291 -1%
NIA
17
Northstar Investment Advisors
Colorado
$8.68M +$347K +4,153 +4%
SMM
18
Stadion Money Management
Georgia
$8.46M -$511K -6,121 -6%
IH
19
IFC Holdings
Florida
$8.45M +$416K +4,981 +5%
Comerica Bank
20
Comerica Bank
Texas
$7.96M -$2.85M -34,123 -26%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.79M +$188K +2,257 +2%
NPC
22
National Planning Corporation
California
$7.64M -$107K -1,285 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$7.5M +$920K +11,029 +14%
PFM
24
Phillips Financial Management
Indiana
$7M +$488K +5,846 +7%
SI
25
SII Investments
Wisconsin
$6.52M +$626K +7,498 +10%