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Vanguard Intermediate-Term Bond ETF

405 hedge funds and large institutions have $10.8B invested in Vanguard Intermediate-Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 27

51% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 98

17% more funds holding

Funds holding: 346405 (+59)

5% more capital invested

Capital invested by funds: $10.3B → $10.8B (+$550M)

0.21% more ownership

Funds ownership: 70.58%70.79% (+0.21%)

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
405
Holders Change
+59
Holders Change %
+17.05%
% of All Funds
9.19%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.66%
New
89
Increased
148
Reduced
98
Closed
27
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
$5.38B +$177M +2,095,270 +3%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.25B +$147M +1,743,446 +13%
Wells Fargo
3
Wells Fargo
California
$1.2B +$54M +640,992 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$439M +$26M +308,277 +6%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$307M +$20.9M +247,856 +7%
Ameriprise
6
Ameriprise
Minnesota
$166M +$74.2M +880,534 +80%
Morgan Stanley
7
Morgan Stanley
New York
$159M +$9.77M +115,949 +7%
BCMIO
8
Beacon Capital Management Inc (Ohio)
Ohio
$114M -$2.97M -35,199 -3%
DDSF
9
Diana Davis Spencer Foundation
Maryland
$104M
SB
10
Suntrust Banks
Georgia
$91M +$11.6M +137,223 +14%
UBS Group
11
UBS Group
Switzerland
$78.4M +$2.46M +29,183 +3%
LPL Financial
12
LPL Financial
California
$64.1M +$29M +344,141 +82%
WCWM
13
Willow Creek Wealth Management
California
$63.2M +$3.71M +44,033 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$54.1M +$4.73M +56,107 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$42.5M +$7.46M +88,572 +21%
AG
16
Advisor Group
Arizona
$40.4M +$8.33M +98,851 +26%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$36.9M +$6.06M +71,917 +19%
Comerica Bank
18
Comerica Bank
Texas
$34.4M -$8.01K -95 -0%
AWS
19
AJ Wealth Strategies
New York
$34.3M +$5.73M +67,982 +20%
FNBTCON
20
First National Bank & Trust Co of Newtown
Pennsylvania
$31.3M +$577K +6,852 +2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$30.5M +$7.04M +83,561 +30%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$30M +$2.25M +26,742 +8%
PFPT
23
Pinnacle Financial Partners (Tennessee)
Tennessee
$28.4M +$27.7M +328,781 +3,209%
FPTW
24
Franklin, Parlapiano, Turner & Welch
Texas
$27.5M +$999K +11,856 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$27.4M +$4.02M +47,667 +17%