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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
$204M
2
EWA
EP Wealth Advisors
California
$121M
3
VFP
Verus Financial Partners
Virginia
$38.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$210M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$63.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$379M
2
Goldman Sachs
Goldman Sachs
New York
$618M
3
Bank of America
Bank of America
North Carolina
$420M
4
Osaic Holdings
Osaic Holdings
Arizona
$110M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$32M -$1.37M -18,172 -4%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$32M +$2.67M +35,457 +9%
AAS
53
Avantax Advisory Services
Texas
$31.9M +$410K +5,440 +1%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$31.4M +$598K +7,932 +2%
FCI
55
Financial Counselors Inc
Kansas
$31.3M -$24.1M -319,100 -43%
FF
56
Francis Financial
$31.1M +$3.67M +48,689 +13%
CWC
57
Carolinas Wealth Consulting
North Carolina
$30.9M +$1.1M +14,640 +4%
FFA
58
Farther Finance Advisors
California
$30.2M +$10.5M +140,778 +53%
WCWM
59
Willow Creek Wealth Management
California
$30M +$3.08M +40,830 +11%
CFS
60
Cannon Financial Strategists
Georgia
$29.6M +$596K +7,903 +2%
MWM
61
Modera Wealth Management
New Jersey
$29M +$1.19M +15,845 +4%
DWS
62
Discipline Wealth Solutions
South Carolina
$28.2M +$7.43M +99,511 +36%
APW
63
Austin Private Wealth
Texas
$27.8M -$2.04M -27,298 -7%
PCIA
64
Prime Capital Investment Advisors
Kansas
$27.6M -$1.74M -23,055 -6%
BWA
65
Burt Wealth Advisors
Maryland
$27.6M +$3.01M +39,953 +12%
KMWM
66
Keudell/Morrison Wealth Management
Oregon
$27.5M -$6.34M -84,063 -19%
OFP
67
OLIO Financial Planning
Virginia
$26.9M -$18.2K -238 -0.1%
BOS
68
Bank of Stockton
California
$26.6M -$167K -2,211 -0.6%
FNBTCON
69
First National Bank & Trust Co of Newtown
Pennsylvania
$25.7M +$220K +2,913 +0.9%
SAS
70
SMI Advisory Services
Indiana
$24.9M +$1.83M +24,553 +8%
GA
71
Gordian Advisors
Arizona
$24.7M +$1.44M +19,136 +6%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$24.7M +$816K +10,824 +3%
PRS
73
Pinkerton Retirement Specialists
Idaho
$24.4M +$2.14M +28,410 +10%
GWM
74
Geneos Wealth Management
Colorado
$24.4M +$725K +9,622 +3%
MFT
75
Moisand Fitzgerald Tamayo
Florida
$23.6M +$11.7M +155,823 +99%
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