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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 %
CWM
351
Cahill Wealth Management
Michigan
$2.07M +$3.29K +42 +0.2%
HIM
352
Hanlon Investment Management
New Jersey
$2.06M +$30.4K +388 +2%
ACM
353
AlphaStar Capital Management
North Carolina
$2.05M +$16.9K +216 +0.8%
SMWM
354
Silvia McColl Wealth Management
California
$2.05M +$243K +3,106 +13%
SSWM
355
Sheets Smith Wealth Management
North Carolina
$2.04M -$93.3K -1,191 -4%
SIA
356
Strategic Investment Advisors
Michigan
$2.04M +$39.2K +500 +2%
NHT
357
New Hampshire Trust
New Hampshire
$2.03M +$57.9K +739 +3%
Corient Private Wealth
358
Corient Private Wealth
Florida
$2.03M +$324K +4,132 +19%
BHWM
359
Beaird Harris Wealth Management
Texas
$2M +$238K +3,036 +14%
QCG
360
Quadrant Capital Group
Ohio
$1.94M +$254K +3,244 +15%
CSPAM
361
Cary Street Partners Asset Management
Virginia
$1.94M +$397K +5,063 +26%
CPA
362
Capital Performance Advisors
California
$1.92M +$48.8K +623 +3%
SAI
363
Savvy Advisors Inc
New York
$1.92M +$608K +7,752 +46%
PG
364
Patten Group
Tennessee
$1.91M +$131K +1,670 +7%
AWM
365
AE Wealth Management
Kansas
$1.91M +$157K +2,005 +9%
AG
366
Ascent Group
Virginia
$1.88M -$161K -2,051 -8%
SAM
367
Smartleaf Asset Management
Massachusetts
$1.87M +$12.1K +154 +0.7%
BCG
368
Breakwater Capital Group
New Jersey
$1.85M -$75.8K -967 -4%
AFP
369
Ausdal Financial Partners
Iowa
$1.84M +$984K +12,558 +115%
LPP
370
Life Planning Partners
Florida
$1.84M -$7.45K -95 -0.4%
MSWMA
371
Market Street Wealth Management Advisors
Indiana
$1.81M -$13.7K -175 -0.8%
HI
372
Harbour Investments
Wisconsin
$1.8M +$104K +1,331 +6%
MWM
373
Meridian Wealth Management
Kentucky
$1.8M +$1.8M +22,985 New
FIM
374
Freedom Investment Management
Connecticut
$1.77M -$391K -4,993 -18%
UBV
375
United Bank (Virginia)
Virginia
$1.74M