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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 %
MMPW
326
Mitchell McLeod Pugh & Williams
Alabama
$2.16M +$452K +5,997 +26%
IFPL
327
Investments & Financial Planning LLC
Kentucky
$2.15M +$115K +1,527 +6%
WMA
328
Wealth Management Associates
New Jersey
$2.14M +$63K +841 +3%
SAM
329
Secure Asset Management
Michigan
$2.14M +$115K +1,530 +6%
QCG
330
Quadrant Capital Group
Ohio
$2.12M – – –
NJIM
331
Nabity-Jensen Investment Management
Nebraska
$2.1M +$48.4K +642 +2%
VWM
332
VCI Wealth Management
Missouri
$2.09M -$267K -3,540 -11%
BB
333
Busey Bank
Illinois
$2.08M -$79.6K -1,056 -4%
SFA
334
Semmax Financial Advisors
North Carolina
$2.05M +$60.4K +815 +3%
VA
335
Valmark Advisers
Ohio
$2.05M +$218K +2,889 +12%
CWM
336
Cahill Wealth Management
Michigan
$2M +$6.26K +83 +0.3%
AG
337
Ascent Group
Virginia
$2M +$21K +278 +1%
ACM
338
AlphaStar Capital Management
North Carolina
$2M -$71.6K -950 -3%
Deutsche Bank
339
Deutsche Bank
Germany
$1.98M – – –
Pathstone Holdings
340
Pathstone Holdings
New Jersey
$1.97M -$273K -3,618 -12%
Corient Private Wealth
341
Corient Private Wealth
Florida
$1.96M +$217K +2,874 +12%
HB
342
HTLF Bank
Colorado
$1.95M -$32.4K -430 -2%
HIM
343
Hanlon Investment Management
New Jersey
$1.9M +$93.6K +1,241 +5%
KSWWM
344
Keyes Stange & Wooten Wealth Management
Florida
$1.9M +$603 +8 +0%
CFGF
345
Compass Financial Group (Florida)
Florida
$1.89M +$2.56K +34 +0.1%
PFG
346
PAX Financial Group
Texas
$1.87M +$22.9K +304 +1%
LPP
347
Life Planning Partners
Florida
$1.86M -$63.9K -848 -3%
SIA
348
Strategic Investment Advisors
Michigan
$1.85M +$87.2K +1,156 +5%
WWS
349
Wellington Wealth Strategies
Indiana
$1.84M +$1.84M +24,402 New
DP
350
Denver PWM
Colorado
$1.81M -$3.36K -45 -0.2%
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