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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$527M
2
Bank of America
2
Bank of America
North Carolina
$471M
3
EWA
3
EP Wealth Advisors
California
$164M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
AWM
5
Avior Wealth Management
Nebraska
$27.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$577M
2
SFMG
2
Sage Financial Management Group
Virginia
$0
3
Truist Financial
3
Truist Financial
North Carolina
$59.6M
4
PI
4
PFG Investments
New York
$435K
5
AAS
5
Avantax Advisory Services
Texas
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$91.9M +$1.95M +26,095 +2%
Comerica Bank
27
Comerica Bank
Texas
$80M +$3.79M +50,640 +5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$75.8M +$2.48M +33,106 +3%
AT
29
American Trust
Kentucky
$74.7M +$334K +4,462 +0.4%
US Bancorp
30
US Bancorp
Minnesota
$68.7M -$5.3M -70,717 -7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$65M +$2.07M +27,643 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$64.8M -$6.73M -89,857 -9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$62M +$11.5M +153,932 +23%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$61.4M +$5.64M +75,269 +10%
BA
35
BCM Advisors
Louisiana
$59.8M +$1.8M +23,514 +3%
Truist Financial
36
Truist Financial
North Carolina
$59.6M -$17.4M -232,880 -23%
PGFC
37
Peapack-Gladstone Financial Corp
New Jersey
$55M +$10.9M +145,943 +25%
AWA
38
Amplius Wealth Advisors
Pennsylvania
$51.9M +$4.31M +57,541 +9%
BC
39
Brio Consultants
California
$51.5M +$838K +11,189 +2%
RWP
40
Reliant Wealth Planning
Kentucky
$46.5M +$718K +9,591 +2%
WL
41
WIT LLC
District of Columbia
$43.5M – – –
CWM
42
Cranbrook Wealth Management
Michigan
$42.7M +$5.03M +67,176 +13%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$41.1M +$5.03M +66,777 +14%
MML Investors Services
44
MML Investors Services
Massachusetts
$40.9M +$1.43M +19,156 +4%
RJA
45
Raymond James & Associates
Florida
$40M +$4.28M +57,113 +12%
Cerity Partners
46
Cerity Partners
New York
$39.4M +$2.93M +39,115 +8%
VFP
47
Verus Financial Partners
Virginia
$38.8M +$305K +4,073 +0.8%
BPWM
48
Badgley Phelps Wealth Managers
Washington
$38.3M +$489K +6,529 +1%
MWM
49
Modera Wealth Management
New Jersey
$36.6M +$7.75M +103,461 +27%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$36.4M +$1.52M +21,957 +4%
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