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Vanguard Intermediate-Term Bond ETF

975 hedge funds and large institutions have $17.4B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 483 increasing their positions, 244 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 56

98% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 244

13% more funds holding in top 10

Funds holding in top 10: 103116 (+13)

9% more capital invested

Capital invested by funds: $15.9B → $17.4B (+$1.46B)

6% more funds holding

Funds holding: 923975 (+52)

1.96% more ownership

Funds ownership: 63.32%65.28% (+2%)

Holders
975
Holders Change
+52
Holders Change %
+5.63%
% of All Funds
11.86%
Holding in Top 10
116
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.62%
% of All Funds
1.41%
New
129
Increased
483
Reduced
244
Closed
56
Calls
$654K
Puts
Net Calls
+$654K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
801
Oarsman Capital
Wisconsin
$238K +$12K +154 +5%
SWRP
802
Summit Wealth & Retirement Planning
California
$238K +$29.3K +375 +14%
TC
803
TAGStone Capital
North Carolina
$235K -$24.9K -319 -10%
TPWM
804
Torrey-Payne Wealth Management
California
$235K +$236K +3,021 New
ANTB
805
AMG National Trust Bank
Colorado
$233K
PMA
806
Prudent Man Advisors
Illinois
$232K
TA
807
TrueWealth Advisors
Alabama
$231K -$24K -307 -9%
KCM
808
Kathmere Capital Management
Pennsylvania
$231K +$78 +1 +0%
VFS
809
Valpey Financial Services
New Hampshire
$231K +$3.13K +40 +1%
GIA
810
Gladstone Institutional Advisory
Florida
$231K -$65.7K -840 -22%
CWP
811
Concord Wealth Partners
Virginia
$231K
BWM
812
BNC Wealth Management
Oregon
$230K +$20.7K +265 +10%
RLWM
813
RF&L Wealth Management
Massachusetts
$229K -$46.9K -600 -17%
SLWM
814
Stone Loft Wealth Management
Pennsylvania
$228K +$229K +2,928 New
IAG
815
Investment Advisory Group
Massachusetts
$228K
UAG
816
United Advisor Group
Ohio
$228K +$13.1K +168 +6%
SFGP
817
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$226K +$2.74K +35 +1%
EW
818
Evoke Wealth
California
$225K -$156 -2 -0.1%
WF
819
WealthPoint Financial
North Carolina
$223K +$224K +2,863 New
SF
820
Symphony Financial
Texas
$223K +$938 +12 +0.4%
TCG
821
Transcendent Capital Group
Oklahoma
$219K
CCM
822
Coldstream Capital Management
Washington
$217K +$218K +2,792 New
CSIC
823
Clifford Swan Investment Counsel
California
$217K +$218K +2,782 New
EWA
824
Elevate Wealth Advisory
Georgia
$214K +$9.93K +127 +5%
KIM
825
Kane Investment Management
California
$213K +$214K +2,730 New