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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 %
AWE
451
Avidian Wealth Enterprises
Texas
$941K +$104K +1,381 +12%
IAIM
452
International Assets Investment Management
Florida
$932K -$4.26K -57 -0.5%
WIA
453
World Investment Advisors
California
$932K +$275K +3,652 +42%
UB
454
UMB Bank
Missouri
$927K +$42.6K +565 +5%
VNIM
455
Vaughan Nelson Investment Management
Texas
$908K +$30.1K +400 +3%
TPWA
456
TRUE Private Wealth Advisors
Oregon
$906K -$1.48M -19,690 -62%
TNB
457
Thomasville National Bank
Georgia
$899K -$754 -10 -0.1%
BWM
458
Boyd Wealth Management
California
$895K +$126K +1,666 +16%
FT
459
Fiduciary Trust
Massachusetts
$879K – – –
DSC
460
Duncker Streett & Co
Missouri
$867K – – –
RWP
461
RWA Wealth Partners
Massachusetts
$866K +$679 +9 +0.1%
SWRP
462
Summit Wealth & Retirement Planning
California
$854K -$30.5K -405 -3%
GJIA
463
Glass Jacobson Investment Advisors
Maryland
$842K – – –
FA
464
Fermata Advisors
California
$839K -$5.38M -71,299 -86%
EFG
465
Everhart Financial Group
Ohio
$839K +$223K +2,963 +36%
DFC
466
DBK Financial Counsel
Ohio
$838K +$528 +7 +0.1%
P
467
&Partners
Tennessee
$825K +$569K +7,571 +222%
CHA
468
Carmichael Hill & Associates
Maryland
$822K +$38.9K +516 +5%
SMI
469
Shelter Mutual Insurance
Missouri
$822K – – –
BCM
470
Becker Capital Management
Oregon
$815K – – –
RI
471
Ridgewood Investments
New Jersey
$808K +$122K +1,622 +18%
PWM
472
PBMares Wealth Management
Virginia
$807K -$4K -53 -0.5%
FAT
473
First American Trust
California
$799K -$30.1K -399 -4%
DFG
474
Delta Financial Group
New Jersey
$795K +$163K +2,165 +26%
ZF
475
Zhang Financial
Michigan
$794K -$13.1K -174 -2%
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