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Vanguard Intermediate-Term Bond ETF

850 hedge funds and large institutions have $12.4B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 434 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+29
Holders Change %
+3.53%
% of All Funds
12.3%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.5%
New
87
Increased
434
Reduced
223
Closed
51
Calls
$313K
Puts
$4.17M
Net Calls
-$3.85M
Net Calls Change
-$3.31M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$5.47M -$107K -1,369 -2%
SA
227
Sunesis Advisors
Kansas
$5.45M +$119K +1,514 +2%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$5.39M -$3.15M -40,240 -37%
CCFCSB
229
Cape Cod Five Cents Savings Bank
Massachusetts
$5.3M -$1.35M -17,238 -20%
PWP
230
Precedent Wealth Partners
Texas
$5.25M -$317K -4,051 -6%
BRWA
231
B. Riley Wealth Advisors
Florida
$5.25M -$179K -2,288 -3%
GI
232
GAMMA Investing
California
$5.25M +$1.51M +19,264 +40%
PG
233
Prostatis Group
Maryland
$5.23M -$797K -10,167 -13%
RPGK
234
Retirement Planning Group (Kansas)
Kansas
$5.18M +$5.18M +66,158 New
BWP
235
Bernardo Wealth Planning
Pennsylvania
$5.13M +$1.15M +14,975 +29%
FHC
236
First Heartland Consultants
Missouri
$5.09M -$4.62K -59 -0.1%
SJGA
237
Stephen J. Garry & Associates
New York
$5.04M +$999K +12,753 +25%
JIC
238
Joel Isaacson & Co
New York
$5.04M +$1.65M +21,086 +49%
TW
239
TritonPoint Wealth
Maryland
$5.04M +$505K +6,429 +11%
IA
240
IFG Advisors
Missouri
$4.98M +$891K +11,364 +22%
GLA
241
Good Life Advisors
Pennsylvania
$4.97M +$1.11M +14,198 +29%
DADC
242
D.A. Davidson & Co
Montana
$4.83M +$462K +5,900 +11%
FHA
243
First Horizon Advisors
Tennessee
$4.82M -$241K -3,073 -5%
PCA
244
Prosperity Capital Advisors
Ohio
$4.76M +$1.18M +15,118 +33%
APC
245
Aspire Private Capital
North Carolina
$4.75M +$126K +1,613 +3%
LA
246
LexAurum Advisors
Kansas
$4.69M +$617K +7,867 +15%
WIM
247
Warwick Investment Management
Texas
$4.67M +$21.3K +272 +0.5%
Bessemer Group
248
Bessemer Group
New Jersey
$4.58M +$247K +3,157 +6%
ETS
249
ESL Trust Services
New York
$4.57M +$791K +10,093 +21%
LFP
250
Leeward Financial Partners
Washington
$4.44M +$357K +4,561 +9%