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Vanguard Intermediate-Term Bond ETF

911 hedge funds and large institutions have $14.3B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 424 increasing their positions, 303 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-13
Holders Change %
-1.41%
% of All Funds
12.37%
Holding in Top 10
106
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.95%
% of All Funds
1.44%
New
69
Increased
424
Reduced
303
Closed
65
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
376
Smartleaf Asset Management
Massachusetts
$2M +$82.3K +1,077 +4%
SMWM
377
Silvia McColl Wealth Management
California
$1.99M +$53.3K +696 +3%
AWM
378
AE Wealth Management
Kansas
$1.97M +$48.4K +632 +3%
BCG
379
Breakwater Capital Group
New Jersey
$1.95M -$25.4K -332 -1%
BCM
380
Bourgeon Capital Management
Connecticut
$1.94M +$126K +1,650 +7%
CPA
381
Capital Performance Advisors
California
$1.92M -$17.1K -223 -0.9%
CAL
382
Capital Advisors Ltd
Ohio
$1.92M +$232K +3,028 +14%
PG
383
Patten Group
Tennessee
$1.87M +$71.7K +937 +4%
PFA
384
Pillar Financial Advisors
Kentucky
$1.8M +$383 +5 +0%
VA
385
VestGen Advisors
Illinois
$1.8M +$1.8M +23,487 New
PSCM
386
Per Stirling Capital Management
Texas
$1.76M +$66.9K +874 +4%
CWM
387
Cahill Wealth Management
Michigan
$1.76M -$240K -3,128 -12%
BFG
388
Bleakley Financial Group
New Jersey
$1.75M +$384K +5,019 +28%
CSIA
389
Conrad Siegel Investment Advisors
Pennsylvania
$1.75M +$1.75M +22,811 New
AAS
390
Asset Allocation Strategies
Michigan
$1.75M +$154K +2,008 +10%
IWC
391
Integrated Wealth Concepts
Massachusetts
$1.72M -$37K -483 -2%
LPP
392
Life Planning Partners
Florida
$1.71M -$11.2K -146 -0.7%
MSK
393
Melissa S. Kampmann
$1.71M +$3.83K +50 +0.2%
UBV
394
United Bank (Virginia)
Virginia
$1.7M
FIM
395
Freedom Investment Management
Connecticut
$1.69M +$34.9K +456 +2%
QCG
396
Quadrant Capital Group
Ohio
$1.64M -$218K -2,850 -12%
DAS
397
Dynamic Advisor Solutions
Arizona
$1.64M +$1.64M +21,359 New
HP
398
HT Partners
Connecticut
$1.63M +$166K +2,167 +11%
MGIA
399
Moneta Group Investment Advisors
Missouri
$1.62M +$61.2K +799 +4%
IWP
400
Invenio Wealth Partners
Florida
$1.61M -$74K -966 -4%