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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 %
Manulife (Manufacturers Life Insurance)
551
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$438K +$5.58K +74 +1%
MW
552
MBL Wealth
North Carolina
$437K +$437K +5,800 New
PPP
553
Private Portfolio Partners
New Jersey
$435K +$169K +2,243 +63%
PAS
554
Park Avenue Securities
New York
$425K +$18.4K +244 +5%
VFPW
555
Vantage Financial Partners (Wisconsin)
Wisconsin
$424K +$59K +782 +16%
KFS
556
Kelly Financial Services
Massachusetts
$422K -$32.2K -427 -7%
IWM
557
IHT Wealth Management
Illinois
$419K -$34.1K -452 -8%
SWM
558
SilverOak Wealth Management
Minnesota
$417K -$302 -4 -0.1%
CD
559
Chapin Davis
Maryland
$417K – – –
CBFP
560
Cedar Brook Financial Partners
Ohio
$416K – – –
LAM
561
LifePro Asset Management
California
$415K – – –
TC
562
Trilogy Capital
California
$411K +$6.71K +89 +2%
PMG
563
Private Management Group
California
$411K +$411K +5,449 New
PBF
564
Petix & Botte Financial
California
$409K -$482K -6,396 -54%
CAG
565
Compass Advisory Group
New York
$408K +$679 +9 +0.2%
RIM
566
Redwood Investment Management
Arizona
$407K -$42.9K -569 -10%
SW
567
StrongBox Wealth
Missouri
$404K -$40.8K -541 -9%
ALWM
568
Andrews Lucia Wealth Management
California
$403K +$226 +3 +0.1%
9WM
569
9258 Wealth Management
Ohio
$402K – – –
PWLP
570
Prio Wealth Limited Partnership
Massachusetts
$401K – – –
ES
571
Eagle Strategies
New York
$399K +$399K +5,290 New
BGAI
572
Bruce G. Allen Investments
Colorado
$398K +$48.9K +649 +14%
AC
573
Anson Capital
Georgia
$397K – – –
PCG
574
Prosperity Consulting Group
Maryland
$396K +$161K +2,140 +69%
AssetMark Inc
575
AssetMark Inc
California
$394K +$74.3K +985 +23%
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