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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

814 hedge funds and large institutions have $10.9B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 388 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
-5
Holders Change %
-0.61%
% of All Funds
11.8%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
64
Increased
388
Reduced
255
Closed
55
Calls
$400K
Puts
$339K
Net Calls
+$61K
Net Calls Change
-$283K

Top Buyers

1
TLFA
True Link Financial Advisors
California
+$53.8M
2
EWA
EP Wealth Advisors
California
+$39.3M
3
VFP
Verus Financial Partners
Virginia
+$37.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$37.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$399M
2
Goldman Sachs
Goldman Sachs
New York
-$291M
3
Bank of America
Bank of America
North Carolina
-$114M
4
Osaic Holdings
Osaic Holdings
Arizona
-$52.7M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
276
Centennial Bank
Arkansas
$2.98M +$2.74M +36,288 +1,110%
PWG
277
Private Wealth Group
Florida
$2.97M – – –
OFS
278
Orrstown Financial Services
Pennsylvania
$2.95M -$795K -10,550 -21%
PWS
279
Physician Wealth Solutions
Nevada
$2.9M -$285K -3,777 -9%
EA
280
Eclectic Associates
California
$2.9M +$200K +2,657 +7%
HTIM
281
Harbour Trust & Investment Management
Indiana
$2.86M +$917K +12,168 +47%
ACP
282
Aveo Capital Partners
Colorado
$2.83M -$182K -2,463 -6%
NGA
283
Naples Global Advisors
Florida
$2.81M +$216K +2,859 +8%
PCA
284
Prosperity Capital Advisors
Ohio
$2.76M -$1.78M -23,617 -39%
PWM
285
Provident Wealth Management
Tennessee
$2.74M +$298K +3,951 +12%
SSWM
286
Sheets Smith Wealth Management
North Carolina
$2.73M -$190K -2,517 -6%
FPAS
287
Focus Partners Advisor Solutions
Missouri
$2.71M +$297K +3,944 +12%
AWM
288
Apollon Wealth Management
South Carolina
$2.7M -$2.58M -34,249 -49%
SAM
289
Smartleaf Asset Management
Massachusetts
$2.7M -$179K -2,372 -6%
SLT
290
St Louis Trust
Missouri
$2.68M +$75 +1 +0%
JPLA
291
Joseph P. Lucia & Associates
New York
$2.63M +$1.2M +15,935 +84%
MFG
292
Merit Financial Group
Georgia
$2.61M -$992K -13,392 -28%
JIC
293
Joel Isaacson & Co
New York
$2.59M +$1.15M +15,234 +80%
KFP
294
KMG Fiduciary Partners
Ohio
$2.58M +$19K +252 +0.7%
MC
295
Matisse Capital
Oregon
$2.56M – – –
HFRG
296
Houlihan Financial Resource Group
Virginia
$2.54M – – –
GI
297
GAMMA Investing
California
$2.53M +$928K +12,302 +58%
WA
298
Westfuller Advisors
New York
$2.51M +$2.51M +33,279 New
WA
299
Waverly Advisors
Alabama
$2.5M +$81.7K +1,083 +3%
AWMNH
300
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.5M +$251K +3,331 +11%
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