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Vanguard Intermediate-Term Bond ETF

174 hedge funds and large institutions have $2.42B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 42

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 168174 (+6)

1.13% more ownership

Funds ownership: 63.12%64.25% (+1.1%)

1% more capital invested

Capital invested by funds: $2.4B → $2.42B (+$12.7M)

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
5.05%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
16
Increased
73
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$929M -$46.9M -555,087 -5%
MAA
2
Managed Account Advisors
New Jersey
$391M +$181M +2,141,776 +86%
Wells Fargo
3
Wells Fargo
California
$332M +$14M +165,676 +4%
Morgan Stanley
4
Morgan Stanley
New York
$109M -$7.95M -94,056 -7%
AUIM
5
Aegon USA Investment Management
Iowa
$101M +$57.3M +677,354 +129%
U
6
UBS
Switzerland
$53.6M -$809K -9,573 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$45.5M +$7.22M +85,460 +19%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$39.2M +$2.12M +25,103 +6%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$32.6M +$5.38M +63,656 +20%
FNBTCON
10
First National Bank & Trust Co of Newtown
Pennsylvania
$31.1M +$990K +11,715 +3%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$26.9M -$618K -7,313 -2%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$14.1M -$190K -2,247 -1%
LPL Financial
13
LPL Financial
California
$13.3M -$278K -3,286 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$11.9M -$109K -1,287 -0.9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$11.7M +$1.46M +17,230 +14%
WF
16
Welch & Forbes
Massachusetts
$11.4M -$247K -2,921 -2%
IH
17
IFC Holdings
Florida
$10.9M +$1.01M +11,992 +10%
NPC
18
National Planning Corporation
California
$10.8M +$1.13M +13,367 +12%
SI
19
SII Investments
Wisconsin
$10.6M +$582K +6,889 +6%
SMM
20
Stadion Money Management
Georgia
$9.26M +$132K +1,566 +1%
MBT
21
Monroe Bank & Trust
Michigan
$9.21M +$231K +2,730 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.99M +$334K +3,952 +4%
Stifel Financial
23
Stifel Financial
Missouri
$8.66M +$1.66M +19,631 +24%
NIA
24
Northstar Investment Advisors
Colorado
$8.47M -$288K -3,413 -3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$7.22M +$1.75M +20,755 +32%