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Vanguard Intermediate-Term Corporate Bond ETF

504 hedge funds and large institutions have $13B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

7% more funds holding in top 10

Funds holding in top 10: 5660 (+4)

3% more funds holding

Funds holding: 487504 (+17)

4% less capital invested

Capital invested by funds: $13.5B → $13B (-$583M)

3.43% less ownership

Funds ownership: 74.47%71.05% (-3.4%)

36% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 216

Holders
504
Holders Change
+17
Holders Change %
+3.49%
% of All Funds
11.23%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.34%
New
80
Increased
139
Reduced
216
Closed
55
Calls
$348K
Puts
Net Calls
+$348K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.22B -$158M -1,922,394 -5%
Creative Planning
2
Creative Planning
Kansas
$2.11B -$9.11M -110,541 -0.4%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.06B +$216M +2,623,812 +26%
LPL Financial
4
LPL Financial
California
$721M +$11.5M +139,698 +2%
Wells Fargo
5
Wells Fargo
California
$697M -$156M -1,895,186 -18%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$681M -$20.8M -252,758 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$415M +$63.9M +775,144 +18%
CSIA
8
Charles Schwab Investment Advisory
California
$273M -$237M -2,873,014 -47%
AB
9
Aozora Bank
Japan
$263M
Morgan Stanley
10
Morgan Stanley
New York
$211M -$5.34M -64,824 -2%
Stifel Financial
11
Stifel Financial
Missouri
$208M -$3.31M -40,175 -2%
RIG
12
RiverFront Investment Group
Virginia
$176M -$20.5M -249,163 -11%
ECM
13
ETrade Capital Management
Virginia
$159M -$3.94M -47,762 -2%
Ameriprise
14
Ameriprise
Minnesota
$131M -$3.25M -39,371 -2%
IA
15
IndexIQ Advisors
New York
$113M +$11.6M +140,401 +11%
UBS Group
16
UBS Group
Switzerland
$103M -$10.6M -128,985 -9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$96.5M +$38.7M +469,699 +68%
Jane Street
18
Jane Street
New York
$75.6M +$40.2M +487,805 +115%
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$74M +$2.99M +36,300 +4%
EWM
20
Empirical Wealth Management
Washington
$64.1M +$468K +5,682 +0.7%
BWM
21
Bernicke Wealth Management
Wisconsin
$59.1M +$731K +8,870 +1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$59M -$3.55M -43,048 -6%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$58.6M
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$53.5M +$13.8M +167,863 +35%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$52.6M +$4.58M +55,531 +10%