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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 %
HAS
601
HBW Advisory Services
California
$322K – – –
CJ
602
Caitlin John
Michigan
$320K +$73.7K +978 +30%
CFAM
603
Center For Asset Management
Florida
$320K +$10.3K +136 +3%
JCM
604
Jacobi Capital Management
Pennsylvania
$319K +$319K +4,226 New
MHWM
605
Montz Harcus Wealth Management
Louisiana
$318K +$318K +4,218 New
AIM
606
Anchor Investment Management
South Carolina
$316K -$48K -636 -13%
EE
607
EWG Elevate
California
$315K -$39.3K -521 -11%
ML
608
McAdam LLC
Pennsylvania
$315K +$315K +4,173 New
AFG
609
Atomi Financial Group
New York
$315K -$28.9K -383 -8%
LGA
610
Lebenthal Global Advisors
New York
$314K +$7.69K +102 +3%
LIA
611
LifePlan Investment Advisors
North Carolina
$313K +$313K +4,153 New
MFWP
612
Mosaic Family Wealth Partners
Missouri
$311K – – –
SMC
613
Smith, Moore & Co
Missouri
$310K -$4.45K -59 -1%
WAP
614
Wealthcare Advisory Partners
Pennsylvania
$308K +$30.6K +406 +11%
VW
615
Vance Wealth
California
$306K +$7.09K +94 +2%
PA
616
PFG Advisors
Arizona
$304K -$27.5K -365 -8%
HGERS
617
Householder Group Estate & Retirement Specialist
Arizona
$303K -$5.43K -72 -2%
KCM
618
Kanawha Capital Management
Virginia
$303K +$17K +225 +6%
CIS
619
Custom Index Systems
New York
$302K – – –
GWCM
620
Godshalk Welsh Capital Management
Pennsylvania
$299K +$7.99K +106 +3%
FLA
621
Financial Life Advisors
Texas
$299K – – –
WIP
622
WealthCare Investment Partners
Rhode Island
$298K +$48.6K +645 +20%
FPFS
623
First Personal Financial Services
North Carolina
$298K – – –
CAWM
624
Capital Advisors Wealth Management
Washington
$296K +$296K +3,922 New
AIC
625
Archer Investment Corporation
Indiana
$295K +$26.8K +355 +10%
23 24
25
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