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Vanguard Intermediate-Term Bond ETF

700 hedge funds and large institutions have $8.69B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+14
Holders Change %
+2.04%
% of All Funds
11.2%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1.02%
New
67
Increased
292
Reduced
255
Closed
39
Calls
$207K
Puts
$668K
Net Calls
-$461K
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$52.5M +$2.42M +31,501 +5%
BA
27
BCM Advisors
Louisiana
$49M -$660K -8,675 -1%
TF
28
TIAA FSB
Florida
$45.6M -$3.44M -44,820 -7%
HighTower Advisors
29
HighTower Advisors
Illinois
$40.5M +$1.03M +13,409 +3%
CS
30
Comerica Securities
Michigan
$40.5M +$2.04M +26,624 +5%
BC
31
Brio Consultants
California
$38.1M +$1.31M +17,103 +4%
BPWM
32
Badgley Phelps Wealth Managers
Washington
$36.9M +$1.83M +23,788 +5%
KMWM
33
Keudell/Morrison Wealth Management
Oregon
$34.7M +$34.7M +452,152 New
CCFCSB
34
Cape Cod Five Cents Savings Bank
Massachusetts
$34.6M +$1.65M +21,520 +5%
FPTW
35
Franklin, Parlapiano, Turner & Welch
Texas
$33.9M -$23.9K -312 -0.1%
CFS
36
Cannon Financial Strategists
Georgia
$33.6M +$1.49M +19,394 +5%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$33.1M -$9.08M -118,968 -22%
APW
38
Austin Private Wealth
Texas
$31.6M +$797K +10,384 +3%
MML Investors Services
39
MML Investors Services
Massachusetts
$30.4M -$2.25M -29,322 -7%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$30.1M +$574K +7,486 +2%
BOS
41
Bank of Stockton
California
$30M +$9.04M +117,788 +43%
SHGA
42
Sand Hill Global Advisors
California
$30M +$369K +4,803 +1%
BWA
43
Burt Wealth Advisors
Maryland
$29.7M -$1.3M -16,979 -4%
MWM
44
Modera Wealth Management
New Jersey
$29.5M -$148K -1,929 -0.5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$29.2M +$107K +1,393 +0.4%
FNBTCON
46
First National Bank & Trust Co of Newtown
Pennsylvania
$28.3M -$454K -5,917 -2%
CWM
47
Cranbrook Wealth Management
Michigan
$27.8M -$183K -2,380 -0.7%
Stifel Financial
48
Stifel Financial
Missouri
$27.8M +$3.79M +49,434 +16%
WP
49
WealthSource Partners
California
$27.6M -$487K -6,346 -2%
GFG
50
Greystone Financial Group
Michigan
$26.1M +$26.1M +340,227 New