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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

821 hedge funds and large institutions have $11.2B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 379 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
11.94%
Holding in Top 10
95
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.15%
% of All Funds
1.38%
New
87
Increased
379
Reduced
254
Closed
68
Calls
$442K
Puts
$989K
Net Calls
-$547K
Net Calls Change
-$608K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$527M
2
Bank of America
2
Bank of America
North Carolina
$471M
3
EWA
3
EP Wealth Advisors
California
$164M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
AWM
5
Avior Wealth Management
Nebraska
$27.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$577M
2
SFMG
2
Sage Financial Management Group
Virginia
$0
3
Truist Financial
3
Truist Financial
North Carolina
$59.6M
4
PI
4
PFG Investments
New York
$435K
5
AAS
5
Avantax Advisory Services
Texas
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPTW
51
Franklin, Parlapiano, Turner & Welch
Texas
$35.4M +$621K +8,290 +2%
BCMIO
52
Beacon Capital Management Inc (Ohio)
Ohio
$33.9M -$3.2M -42,788 -9%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$33.5M +$1.73M +23,111 +5%
FF
54
Francis Financial
$32.4M +$1.47M +19,612 +5%
WCWM
55
Willow Creek Wealth Management
California
$32.3M +$2.59M +34,570 +9%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$32.3M +$1.04M +13,860 +3%
DWS
57
Discipline Wealth Solutions
South Carolina
$31.7M +$3.35M +44,724 +12%
Stifel Financial
58
Stifel Financial
Missouri
$31.6M -$221K -2,947 -0.7%
CFS
59
Cannon Financial Strategists
Georgia
$30.9M +$1.49M +19,851 +5%
FFA
60
Farther Finance Advisors
California
$30.6M +$493K +6,645 +2%
CWC
61
Carolinas Wealth Consulting
North Carolina
$30.5M -$229K -3,055 -0.7%
Vanguard Group
62
Vanguard Group
Pennsylvania
$29.7M +$8.92M +119,157 +43%
HighTower Advisors
63
HighTower Advisors
Illinois
$29.2M +$7.63M +101,929 +35%
MFT
64
Moisand Fitzgerald Tamayo
Florida
$27.9M +$4.42M +58,972 +19%
AWM
65
Avior Wealth Management
Nebraska
$27.3M +$23.2M +309,305 +554%
BC
66
Burney Company
Virginia
$27.3M -$12.3M -163,656 -31%
APW
67
Austin Private Wealth
Texas
$27.3M -$521K -6,952 -2%
BWA
68
Burt Wealth Advisors
Maryland
$27.3M -$131K -1,749 -0.5%
OFP
69
OLIO Financial Planning
Virginia
$26.9M -$35K -458 -0.1%
SAS
70
SMI Advisory Services
Indiana
$26.2M +$1.1M +14,577 +4%
CFG
71
Cooper Financial Group
California
$25.5M +$2.8M +37,411 +12%
MHR
72
Matthew Hamilton Rosenberg
$25.5M +$4.35M +58,527 +21%
FNBTCON
73
First National Bank & Trust Co of Newtown
Pennsylvania
$25.3M -$203K -2,705 -0.8%
PRS
74
Pinkerton Retirement Specialists
Idaho
$24.8M +$564K +7,528 +2%
GWM
75
Geneos Wealth Management
Colorado
$24.7M +$521K +6,960 +2%
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