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Vanguard Intermediate-Term Corporate Bond ETF

183 hedge funds and large institutions have $1.98B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 37

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 170183 (+13)

8% less capital invested

Capital invested by funds: $2.15B → $1.98B (-$176M)

Holders
183
Holders Change
+13
Holders Change %
+7.65%
% of All Funds
5.31%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
25
Increased
85
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
176
Washington Trust Bank
Washington
$35K
AWM
177
Avior Wealth Management
Nebraska
$22K
NFG
178
Next Financial Group
Texas
$20K +$20.5K +238 New
WA
179
WFG Advisors
Texas
$17K +$17.3K +200 New
BRWM
180
B. Riley Wealth Management
Tennessee
$13K
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$10K -$2.67K -31 -22%
CFN
182
Cordasco Financial Network
Florida
$10K
WF
183
WealthTrust Fairport
Ohio
$10K
EIM
184
Emerson Investment Management
Massachusetts
$7K +$6.9K +80 New
MAS
185
Madden Advisory Services
Florida
$4K
GGPS
186
Gary Goldberg Planning Services
New York
$4K +$3.62K +42 New
BCM
187
Bluefin Capital Management
New York
-$2.6M -30,192 Closed
RMC
188
Regis Management Company
California
-$1.5M -17,300 Closed
FHC
189
First Heartland Consultants
Missouri
-$504K -5,823 Closed
MIM
190
Miller Investment Management
Pennsylvania
-$467K -5,395 Closed
TU
191
TDAM USA
Ontario, Canada
-$351K -4,060 Closed
Natixis Advisors
192
Natixis Advisors
Massachusetts
-$317K -3,659 Closed
GJIC
193
Gamble Jones Investment Counsel
California
-$214K -2,470 Closed
PAS
194
Partnervest Advisory Services
California
-$68K -791 Closed
PFG
195
Piershale Financial Group
Illinois
-$44K -511 Closed
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
-$28K -325 Closed
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
-$20.7K -240 Closed

VCIT Hedge Fund Activity: Q3 2014 in Review

183 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q3 2014, worth a combined $1.98B — down 8.2% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VCIT positions and 11 closed out — a net gain of 14 holders — while 85 added to existing stakes and 37 trimmed.

The largest buyer was Creative Planning, adding an estimated $85M. The largest seller was Bank of New York Mellon, cutting an estimated $39.9M.

  • 183 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q3 2014, up from 170 in Q2 2014.
  • Funds reported $1.98B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q3 2014, down 8.2% quarter-over-quarter.
  • 25 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q3 2014 and 11 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q3 2014 was Creative Planning, an estimated $85M added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q3 2014 was Bank of New York Mellon, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2014.