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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 %
CA
826
Calton & Associates
Florida
– -$992K -12,982 Closed
WDC
827
Woodward Diversified Capital
California
– -$870K -11,390 Closed
CCM
828
Crabel Capital Management
California
– -$712K -9,327 Closed
PPA
829
Painted Porch Advisors
California
– -$608K -7,960 Closed
SAM
830
Synergy Asset Management
Washington
– -$579K -7,576 Closed
MRWM
831
ML&R Wealth Management
Texas
– -$538K -7,043 Closed
HWM
832
HB Wealth Management
Georgia
– -$448K -5,863 Closed
EL
833
EWA LLC
Pennsylvania
– -$422K -5,558 Closed
DFC
834
DB Fitzpatrick & Co
Idaho
– -$336K -4,395 Closed
Fisher Asset Management
835
Fisher Asset Management
Washington
– -$322K -4,217 Closed
FFO
836
Fiduciary Family Office
Florida
– -$322K -4,216 Closed
Tudor Investment Corp
837
Tudor Investment Corp
Connecticut
– -$306K -4,008 Closed
NAG
838
Northstar Advisory Group
New Jersey
– -$284K -3,712 Closed
HAG
839
HF Advisory Group
Maryland
– -$262K -3,425 Closed
AM
840
Atwater Malick
Pennsylvania
– -$256K -3,350 Closed
EFS
841
Essex Financial Services
Connecticut
– -$255K -3,335 Closed
ACM
842
Advisors Capital Management
New Jersey
– -$244K -3,193 Closed
BTWM
843
Baker Tilly Wealth Management
Wisconsin
– -$222K -2,907 Closed
BBWP
844
Beacon Bridge Wealth Partners
Pennsylvania
– -$220K -2,879 Closed
SPI
845
Santori & Peters Inc
Pennsylvania
– -$217K -2,844 Closed
VFG
846
Valley Financial Group
Pennsylvania
– -$215K -2,814 Closed
AWM
847
Austin Wealth Management
Texas
– -$201K -2,690 Closed
TWM
848
Trinity Wealth Management
Pennsylvania
– -$205K -2,681 Closed
BCM
849
Brookmont Capital Management
Texas
– -$201K -2,635 Closed
NRI
850
NFP Retirement Inc
California
– -$200K -2,624 Closed
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