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Vanguard Intermediate-Term Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SS
626
Sunbelt Securities
Texas
$294K -$6.94K -92 -2%
RPGK
627
Retirement Planning Group (Kansas)
Kansas
$292K +$292K +3,878 New
SLG
628
Stanley-Laman Group
Pennsylvania
$291K +$17.6K +218 +6%
RLWM
629
RF&L Wealth Management
Massachusetts
$290K -$49K -650 -14%
ACA
630
Aptus Capital Advisors
Alabama
$289K +$185K +2,448 +177%
TA
631
TrueWealth Advisors
Alabama
$288K -$11.3K -150 -4%
TWM
632
TriaGen Wealth Management
California
$283K -$1.52M -20,211 -84%
VFA
633
Valeo Financial Advisors
Indiana
$279K +$76.3K +1,040 +38%
MECA
634
Miller Equity Capital Advisors
Texas
$277K
JWCA
635
J.W. Coons Advisors
Ohio
$277K
DP
636
Dearborn Partners
Illinois
$276K
TNBTD
637
Trustmark National Bank Trust Department
Mississippi
$275K
CFFP
638
Center for Financial Planning
Michigan
$275K
LWM
639
Liberty Wealth Management
California
$274K +$274K +3,633 +60,550%
TWM
640
TSA Wealth Management
Texas
$270K +$270K +3,584 New
LL
641
LWMG LLC
Minnesota
$266K -$116K -1,532 -30%
LFA
642
Level Financial Advisors
New York
$263K +$62.9K +834 +31%
IA
643
IFP Advisors
Florida
$263K -$119K -1,572 -31%
SWM
644
SeaCrest Wealth Management
New York
$262K -$43.7K -580 -14%
SAM
645
S.A. Mason
Michigan
$262K
FMWA
646
Forvis Mazars Wealth Advisors
Missouri
$260K -$64.5K -855 -20%
SC
647
Savant Capital
Illinois
$259K -$29K -385 -10%
TCA
648
Transcend Capital Advisors
New Jersey
$258K +$10.7K +142 +4%
SW
649
SVB Wealth
Massachusetts
$257K -$57.8K -767 -18%
MCCP
650
Mission Creek Capital Partners
California
$256K -$72.7K -964 -22%