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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
TLFA
True Link Financial Advisors
California
$291M
2
EWA
EP Wealth Advisors
California
$238M
3
Morgan Stanley
Morgan Stanley
New York
$460M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$607M
5
Ameriprise
Ameriprise
Minnesota
$286M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$578M
2
BC
Brio Consultants
California
$854K
3
UBS Group
UBS Group
Switzerland
$96.6M
4
MG
Mather Group
Illinois
$213M
5
BC
Burney Company
Virginia
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
726
Talon Private Wealth
Florida
$211K +$211K +2,698 New
SWP
727
Summit Wealth Partners
Florida
$210K +$210K +2,683 New
LJHT
728
Laurie J. Hall Trustee
$210K – – –
OWA
729
Octavia Wealth Advisors
Ohio
$210K – – –
DCM
730
Dimension Capital Management
Florida
$209K +$209K +2,668 New
USCWA
731
U.S. Capital Wealth Advisors
Texas
$209K +$209K +2,668 New
CT
732
Colonial Trust
South Carolina
$207K +$26.8K +342 +15%
UAG
733
United Advisor Group
Ohio
$205K +$205K +2,621 New
EWA
734
Elevate Wealth Advisory
Georgia
$205K +$205K +2,621 New
TCMP
735
Thrive Capital Management (Pennsylvania)
Pennsylvania
$204K +$204K +2,606 New
Fisher Asset Management
736
Fisher Asset Management
Washington
$204K +$204K +2,605 New
TFF
737
The Family Firm
Maryland
$203K +$1.88K +24 +0.9%
AF
738
Advisornet Financial
Minnesota
$190K +$76.5K +976 +67%
PS
739
Principal Securities
Iowa
$189K +$67.1K +856 +55%
WSFS
740
Wilmington Savings Fund Society
Delaware
$181K +$181K +2,307 New
OC
741
Oarsman Capital
Wisconsin
$178K +$178K +2,268 New
SIC
742
Salem Investment Counselors
North Carolina
$177K – – –
CIBC Private Wealth Group
743
CIBC Private Wealth Group
Georgia
$172K -$42K -536 -20%
RCM
744
Raleigh Capital Management
North Carolina
$166K +$3.92K +50 +2%
KSB
745
Kennebec Savings Bank
Maine
$163K +$163K +2,074 New
PB
746
Pinnacle Bancorp
Nebraska
$158K +$5.64K +72 +4%
GWM
747
Guardian Wealth Management
Illinois
$156K -$12.6K -161 -7%
WPA
748
West Paces Advisors
Georgia
$149K – – –
BCWM
749
Bartlett & Co Wealth Management
Ohio
$130K +$5.09K +65 +4%
ACA
750
Atlas Capital Advisors
Wyoming
$127K -$1.72K -22 -1%
28 29
30
31 32