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Vanguard Intermediate-Term Corporate Bond ETF

156 hedge funds and large institutions have $1.59B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

6% more funds holding

Funds holding: 147156 (+9)

10% less capital invested

Capital invested by funds: $1.77B → $1.59B (-$178M)

12% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 59

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
4.53%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.35%
New
25
Increased
52
Reduced
59
Closed
14
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$303M -$77.7M -926,995 -20%
Wells Fargo
2
Wells Fargo
California
$231M +$98.8M +1,178,820 +73%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M -$28.8M -343,771 -21%
LPL Financial
4
LPL Financial
California
$83.7M -$9.47M -112,983 -10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$70.8M -$1.1M -13,144 -2%
Ameriprise
6
Ameriprise
Minnesota
$67.3M -$4.47M -53,305 -6%
Morgan Stanley
7
Morgan Stanley
New York
$59.3M +$3.71M +44,271 +7%
Bank of America
8
Bank of America
North Carolina
$55M -$8.03M -95,893 -13%
MIH
9
Madison Investment Holdings
Wisconsin
$44.6M -$17.8M -212,255 -28%
SI
10
Stephens Inc
Arkansas
$43.6M +$3.32M +39,573 +8%
EWM
11
Empirical Wealth Management
Washington
$42.8M +$1.86M +22,198 +4%
USAA
12
United Services Automobile Association
Texas
$41.4M -$561K -6,698 -1%
WI
13
WBI Investments
New Jersey
$40.5M -$6.82M -81,381 -14%
U
14
UBS
Switzerland
$26M +$1.53M +18,270 +6%
CC
15
Curian Capital
Colorado
$18.6M -$2.64M -31,471 -12%
AC
16
AFAM Capital
Texas
$18.1M -$4.61M -55,070 -20%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$16.9M -$3.6M -43,023 -17%
KFA
18
Kays Financial Advisory
Georgia
$16.6M +$16.8M +201,040 New
B
19
Baird
Wisconsin
$14.8M +$10.9M +130,029 +266%
TCM
20
Twin Capital Management
Pennsylvania
$14.1M +$819K +9,770 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13.2M -$4.54M -54,193 -25%
DMS
22
Discretionary Management Services
Kansas
$13M +$1.68M +20,047 +15%
BB
23
Busey Bank
Illinois
$10.2M +$530K +6,325 +5%
BCI
24
Brinker Capital Investments
Pennsylvania
$8.71M +$76.3K +911 +0.9%
WCM
25
Weatherstone Capital Management
Colorado
$8.41M -$1.69M -20,178 -17%