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Vanguard Intermediate-Term Bond ETF

850 hedge funds and large institutions have $12.4B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 434 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+29
Holders Change %
+3.53%
% of All Funds
12.29%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.5%
New
87
Increased
434
Reduced
223
Closed
51
Calls
$313K
Puts
$4.17M
Net Calls
-$3.85M
Net Calls Change
-$3.31M
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
576
Trustmark National Bank Trust Department
Mississippi
$455K +$196K +2,500 +76%
PA
577
Parallel Advisors
California
$454K +$23.4K +298 +5%
AFG
578
Atomi Financial Group
New York
$453K +$130K +1,661 +40%
KFS
579
Kelly Financial Services
Massachusetts
$450K
HWA
580
HHM Wealth Advisors
Tennessee
$441K +$40.8K +521 +10%
LSA
581
Lion Street Advisors
Texas
$439K +$73.8K +942 +20%
SWM
582
SilverOak Wealth Management
Minnesota
$437K +$14.7K +188 +3%
CAG
583
Compass Advisory Group
New York
$435K +$4.47K +57 +1%
CD
584
Chapin Davis
Maryland
$433K
BIM
585
Breakwater Investment Management
Washington
$430K +$430K +5,485 New
CFG
586
Citizens Financial Group
Rhode Island
$429K +$1.72K +22 +0.4%
CAAS
587
Capital Asset Advisory Services
Michigan
$429K
PMG
588
Private Management Group
California
$427K
9WM
589
9258 Wealth Management
Ohio
$425K -$49.8K -636 -10%
BGAI
590
Bruce G. Allen Investments
Colorado
$422K +$3.92K +50 +0.9%
SC
591
Savant Capital
Illinois
$419K +$144K +1,838 +52%
ITIM
592
Indiana Trust & Investment Management
Indiana
$415K +$415K +5,300 New
DP
593
Dearborn Partners
Illinois
$411K +$5.09K +65 +1%
SLG
594
Stanley-Laman Group
Pennsylvania
$408K +$28.9K +345 +8%
BWL
595
Bogart Wealth LLC
Virginia
$401K -$3.37K -43 -0.8%
ALWM
596
Andrews Lucia Wealth Management
California
$400K +$300 +4 +0.1%
OWA
597
Opal Wealth Advisors
New York
$394K -$940 -12 -0.2%
BCM
598
Brookmont Capital Management
Texas
$392K +$6.19K +79 +2%
FFWA
599
Forthright Family Wealth Advisory
Texas
$391K -$3.8M -49,673 -91%
GC
600
GFG Capital
Florida
$387K -$202K -2,405 -34%