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Vanguard Intermediate-Term Bond ETF

821 hedge funds and large institutions have $11.2B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 379 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
11.94%
Holding in Top 10
95
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.15%
% of All Funds
1.38%
New
87
Increased
379
Reduced
254
Closed
68
Calls
$442K
Puts
$989K
Net Calls
-$547K
Net Calls Change
-$608K
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
376
Integrated Wealth Concepts
Massachusetts
$1.53M -$14.8K -198 -1%
IWP
377
Invenio Wealth Partners
Florida
$1.49M +$84.7K +1,131 +6%
CAL
378
Capital Advisors Ltd
Ohio
$1.49M -$43.5K -581 -3%
CSPAM
379
Cary Street Partners Asset Management
Virginia
$1.47M +$496K +6,619 +51%
WJWM
380
Williams Jones Wealth Management
New York
$1.44M -$6.44K -86 -0.4%
BCM
381
Bourgeon Capital Management
Connecticut
$1.43M +$118K +1,570 +9%
SC
382
Stephens Consulting
Michigan
$1.42M -$45.7K -610 -3%
WHG
383
Westwood Holdings Group
Texas
$1.41M +$8.24K +110 +0.6%
PSCM
384
Per Stirling Capital Management
Texas
$1.41M +$268K +3,585 +24%
CA
385
CGN Advisors
Kansas
$1.38M +$67.4K +900 +5%
HP
386
HT Partners
Connecticut
$1.38M +$86.1K +1,150 +7%
PIFP
387
Partners in Financial Planning
Virginia
$1.37M +$5.69K +76 +0.4%
IA
388
IFP Advisors
Florida
$1.37M +$1.11M +14,817 +425%
FPWM
389
FSB Premier Wealth Management
Iowa
$1.36M -$53.2K -711 -4%
VC
390
Vicus Capital
Pennsylvania
$1.36M +$1.36M +18,117 New
ONB
391
Old National Bancorp
Indiana
$1.34M -$40.7K -544 -3%
ASN
392
Advisory Services Network
Georgia
$1.3M -$251K -3,346 -16%
FA
393
Fagan Associates
New York
$1.28M -$4.19K -56 -0.3%
CTC
394
Central Trust Company
Missouri
$1.27M -$68.7K -918 -5%
CFS
395
CGC Financial Services
Oregon
$1.27M +$92.9K +1,241 +8%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M +$250K +3,339 +25%
SW
397
Simplicity Wealth
New Jersey
$1.26M -$144K -1,923 -10%
BFG
398
Bleakley Financial Group
New Jersey
$1.26M -$144K -1,923 -10%
RIL
399
Rothschild Investment LLC
Illinois
$1.25M
SAI
400
Savvy Advisors Inc
New York
$1.25M +$1.25M +16,709 New