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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

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

Top Buyers

1
TLFA
True Link Financial Advisors
California
$291M
2
EWA
EP Wealth Advisors
California
$238M
3
Morgan Stanley
Morgan Stanley
New York
$460M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$607M
5
Ameriprise
Ameriprise
Minnesota
$286M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$578M
2
BC
Brio Consultants
California
$854K
3
UBS Group
UBS Group
Switzerland
$96.6M
4
MG
Mather Group
Illinois
$213M
5
BC
Burney Company
Virginia
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
276
Centennial Bank
Arkansas
$3.9M +$111K +1,412 +3%
CWM
277
Congress Wealth Management
Massachusetts
$3.85M -$2.27M -28,955 -37%
Focus Partners Wealth
278
Focus Partners Wealth
Massachusetts
$3.85M +$3.85M +49,083 New
WLIM
279
White Lighthouse Investment Management
Massachusetts
$3.82M +$220K +2,804 +6%
Brown Advisory
280
Brown Advisory
Maryland
$3.78M – – –
SWM
281
Spire Wealth Management
Virginia
$3.71M +$342K +4,358 +10%
OFS
282
Orrstown Financial Services
Pennsylvania
$3.64M -$46.2K -589 -1%
Creative Planning
283
Creative Planning
Kansas
$3.6M -$879K -11,211 -20%
CIA
284
Concurrent Investment Advisors
Florida
$3.6M +$42.9K +548 +1%
HTIM
285
Harbour Trust & Investment Management
Indiana
$3.58M +$252K +3,217 +8%
KLI
286
Kelman-Lazarov Inc
Tennessee
$3.54M +$491K +6,270 +16%
AWMNH
287
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.5M +$359K +4,583 +11%
CA
288
CoreCap Advisors
Michigan
$3.45M +$3.45M +44,031 New
RB
289
Richmond Brothers
Michigan
$3.44M +$3.44M +43,913 New
PWM
290
Perigon Wealth Management
California
$3.44M -$4.93M -62,911 -59%
SLT
291
St Louis Trust
Missouri
$3.38M +$599K +7,637 +22%
VWM
292
VCI Wealth Management
Missouri
$3.38M +$264K +3,367 +8%
JPLA
293
Joseph P. Lucia & Associates
New York
$3.26M +$412K +5,254 +14%
ACM
294
Arcataur Capital Management
Wisconsin
$3.24M -$14.9K -190 -0.5%
CAGAS
295
Capital Advisory Group Advisory Services
Minnesota
$3.21M +$355K +4,534 +12%
KV
296
Kickstand Ventures
New York
$3.2M -$17.4K -222 -0.5%
HR
297
Hardy Reed
Mississippi
$3.18M +$1.89M +24,158 +147%
JWCA
298
J.W. Cole Advisors
Florida
$3.18M +$275K +3,515 +9%
MFG
299
Merit Financial Group
Georgia
$3.18M +$56.5K +721 +2%
SAG
300
SageView Advisory Group
California
$3.17M +$3.17M +40,421 New
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