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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.

Holders
850
Holders Change
+29
Holders Change %
+3.53%
% of All Funds
12.3%
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 Market Value Shares Shares
Change
Shares
Change %
FF
51
Francis Financial
$38.9M 496,200 +63,472 +15%
Vanguard Group
52
Vanguard Group
Pennsylvania
$38.5M 490,944 +93,728 +24%
MWM
53
Modera Wealth Management
New Jersey
$38.4M 490,391 +2,008 +0.4%
FPTW
54
Franklin, Parlapiano, Turner & Welch
Texas
$37.2M 474,956 +2,603 +0.6%
MWA
55
MFA Wealth Advisors
Pennsylvania
$36.6M 466,407 +283,646 +155%
DWS
56
Discipline Wealth Solutions
South Carolina
$36.1M 460,661 +37,905 +9%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$35.7M 455,803 +8,290 +2%
WCWM
58
Willow Creek Wealth Management
California
$34.5M 440,174 +8,284 +2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$34.5M 440,169 +9,527 +2%
HighTower Advisors
60
HighTower Advisors
Illinois
$32.9M 419,108 +29,605 +8%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$32.5M 415,162 +143,861 +53%
Stifel Financial
62
Stifel Financial
Missouri
$32.5M 415,056 -6,573 -2%
CWC
63
Carolinas Wealth Consulting
North Carolina
$31.9M 406,866 -8 -0%
FFA
64
Farther Finance Advisors
California
$31.8M 405,699 -5,827 -1%
MFT
65
Moisand Fitzgerald Tamayo
Florida
$31.5M 402,017 +29,891 +8%
CFS
66
Cannon Financial Strategists
Georgia
$31.4M 401,112 -11,146 -3%
BWA
67
Burt Wealth Advisors
Maryland
$29.8M 380,522 +16,595 +5%
AWM
68
Avior Wealth Management
Nebraska
$29.5M 377,050 +11,879 +3%
MHR
69
Matthew Hamilton Rosenberg
$28.7M 365,628 +22,649 +7%
CFG
70
Cooper Financial Group
California
$28.5M 363,298 +22,272 +7%
APW
71
Austin Private Wealth
Texas
$28.1M 358,103 -6,877 -2%
GWM
72
Geneos Wealth Management
Colorado
$27.6M 352,226 +22,238 +7%
AWS
73
Atria Wealth Solutions
New York
$27.5M 351,513 +35,797 +11%
GA
74
Gordian Advisors
Arizona
$27.4M 349,826 +32,068 +10%
SAS
75
SMI Advisory Services
Indiana
$27.4M 354,455 +6,665 +2%