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Vanguard Intermediate-Term Bond ETF

233 hedge funds and large institutions have $4.39B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

53% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 66

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

18% more capital invested

Capital invested by funds: $3.73B → $4.39B (+$661M)

4% more funds holding

Funds holding: 223233 (+10)

2.23% more ownership

Funds ownership: 66.2%68.43% (+2.2%)

96% less call options, than puts

Call options by funds: $17K | Put options by funds: $433K

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
6.51%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.84%
New
24
Increased
101
Reduced
66
Closed
13
Calls
$17K
Puts
$433K
Net Calls
-$416K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.06B +$1.27B +15,038,393 +164%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$467M +$405M +4,809,905 +694%
Wells Fargo
3
Wells Fargo
California
$442M +$77.9M +925,542 +22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$123M +$22M +261,739 +22%
Morgan Stanley
5
Morgan Stanley
New York
$114M -$9.42M -111,912 -8%
DDSF
6
Diana Davis Spencer Foundation
Maryland
$105M
UBS Group
7
UBS Group
Switzerland
$91.1M +$6.13M +72,817 +7%
Ameriprise
8
Ameriprise
Minnesota
$74.7M +$58.5M +695,714 +220%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$62.5M +$13.2M +156,882 +27%
WI
10
WBI Investments
New Jersey
$61.1M +$52.4M +622,696 +635%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$54.1M +$2.25M +26,729 +4%
WCWM
12
Willow Creek Wealth Management
California
$45.1M -$844K -10,028 -2%
SB
13
Suntrust Banks
Georgia
$31.8M +$24.5M +291,233 +349%
FNBTCON
14
First National Bank & Trust Co of Newtown
Pennsylvania
$31.4M -$487K -5,792 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$23.9M +$2M +23,795 +9%
LPL Financial
16
LPL Financial
California
$20.3M -$15.7M -186,912 -44%
DPI
17
Diversified Portfolios Inc
Michigan
$20M -$265K -3,145 -1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$18.9M +$1.35M +16,035 +8%
SI
19
SII Investments
Wisconsin
$15.7M +$1.03M +12,206 +7%
IH
20
IFC Holdings
Florida
$14.8M +$232K +2,756 +2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$14M +$2.8M +33,330 +25%
GI
22
Gradient Investments
Minnesota
$14M +$1.6M +18,987 +13%
Stifel Financial
23
Stifel Financial
Missouri
$14M +$1.23M +14,647 +10%
ONB
24
Old National Bancorp
Indiana
$13.5M +$22.3K +265 +0.2%
SMM
25
Stadion Money Management
Georgia
$13.3M -$1.46M -17,402 -10%