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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 %
FRA
501
Frank Rimerman Advisors
California
$662K – – –
KA
502
Kovack Advisors
Florida
$659K +$829 +11 +0.1%
CTFG
503
Capstone Triton Financial Group
Oklahoma
$654K -$324K -4,295 -33%
CAMG
504
CWA Asset Management Group
Florida
$648K +$68.5K +909 +12%
HF
505
HRT Financial
New York
$645K +$315K +4,190 +96%
SFS
506
Security Financial Services
Indiana
$633K +$54.7K +726 +9%
PW
507
Peninsula Wealth
California
$625K +$165K +2,184 +36%
VCA
508
Verdence Capital Advisors
Maryland
$620K -$19.4K -257 -3%
SWP
509
Stratos Wealth Partners
Ohio
$617K -$119K -1,584 -16%
MW
510
Marcum Wealth
Ohio
$615K -$18.4K -244 -3%
AWA
511
Arbor Wealth Advisors
Michigan
$609K +$754 +10 +0.1%
LSIA
512
LaSalle St. Investment Advisors
Illinois
$607K +$148K +1,970 +32%
National Bank of Canada
513
National Bank of Canada
Quebec, Canada
$606K -$14K -189 -2%
IGWM
514
ICA Group Wealth Management
Colorado
$604K +$36.3K +482 +6%
OWA
515
One Wealth Advisors
California
$594K -$379K -5,020 -39%
CAM
516
Cresset Asset Management
Illinois
$586K +$203K +2,696 +53%
TFP
517
Traction Financial Partners
Wyoming
$582K -$29.8K -402 -5%
NWM
518
Northwest Wealth Management
Iowa
$574K +$26.1K +346 +5%
LIWM
519
Long Island Wealth Management
New York
$574K +$2.19K +29 +0.4%
SRSA
520
S.R. Schill & Associates
Washington
$561K -$26.4K -350 -4%
FA
521
FSA Advisors
Michigan
$559K -$35.7K -474 -6%
NG
522
Northstar Group
New York
$556K – – –
GVAG
523
Great Valley Advisor Group
Delaware
$554K -$36.4K -483 -6%
AA
524
Ancora Advisors
Ohio
$539K +$9.73K +129 +2%
EAM
525
Evanson Asset Management
California
$538K +$75 +1 +0%
19 20
21
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