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Vanguard Intermediate-Term Bond ETF

821 hedge funds and large institutions have $11.2B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 379 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
11.94%
Holding in Top 10
95
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.15%
% of All Funds
1.38%
New
87
Increased
379
Reduced
254
Closed
68
Calls
$442K
Puts
$989K
Net Calls
-$547K
Net Calls Change
-$608K
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
226
Financial Engines Advisors
California
$4.98M -$1.38M -18,487 -22%
FHA
227
First Horizon Advisors
Tennessee
$4.84M -$164K -2,193 -3%
BSW
228
Buckingham Strategic Wealth
Missouri
$4.57M -$528K -7,050 -10%
I
229
INVST
Indiana
$4.45M -$713K -9,604 -14%
WIM
230
Warwick Investment Management
Texas
$4.45M +$142K +1,893 +3%
APC
231
Aspire Private Capital
North Carolina
$4.42M -$23.1K -308 -0.5%
KPWS
232
Kestra Private Wealth Services
Texas
$4.4M +$414K +5,530 +10%
TW
233
TritonPoint Wealth
Maryland
$4.32M +$166K +2,215 +4%
ECA
234
Elevated Capital Advisors
Utah
$4.32M -$80.4K -1,074 -2%
Creative Planning
235
Creative Planning
Kansas
$4.28M -$1.54M -20,567 -26%
William Blair & Company
236
William Blair & Company
Illinois
$4.22M +$437K +5,836 +12%
RWI
237
Red Wave Investments
Pennsylvania
$4.21M -$19.2K -257 -0.5%
DADC
238
D.A. Davidson & Co
Montana
$4.17M -$41.9K -560 -1%
FPAS
239
Focus Partners Advisor Solutions
Missouri
$4.17M +$1.47M +19,665 +55%
W
240
WealthCollab
Washington
$4.15M +$106K +1,419 +3%
Bessemer Group
241
Bessemer Group
New Jersey
$4.14M +$384K +5,129 +10%
FFWA
242
Forthright Family Wealth Advisory
Texas
$4.1M -$569K -7,597 -12%
EWM
243
Evergreen Wealth Management
Michigan
$3.99M
FLI
244
Family Legacy Inc
South Carolina
$3.94M +$16K +213 +0.4%
IA
245
IFG Advisors
Missouri
$3.91M +$378K +5,048 +11%
LFP
246
Leeward Financial Partners
Washington
$3.9M +$350K +4,675 +10%
LA
247
LexAurum Advisors
Kansas
$3.89M +$821K +10,957 +27%
SFG
248
Sovereign Financial Group
Connecticut
$3.88M +$271K +3,617 +8%
BWP
249
Bernardo Wealth Planning
Pennsylvania
$3.87M +$128K +1,714 +3%
SJGA
250
Stephen J. Garry & Associates
New York
$3.86M -$17.4K -232 -0.4%