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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 %
SCA
76
Scott Capital Advisors
Oregon
$23.5M +$2.57M +34,457 +12%
RC
77
Roundview Capital
New Jersey
$23.2M +$1.92M +25,423 +9%
AWS
78
Atria Wealth Solutions
New York
$22.9M -$2.89M -38,377 -11%
CFG
79
Cooper Financial Group
California
$22.9M +$3.45M +45,733 +18%
BCA
80
Ballentine Capital Advisors
South Carolina
$22.4M +$5.46M +73,215 +32%
WF
81
Williams Financial
Vermont
$21.9M +$21.9M +290,431 New
CIP
82
Capital Insight Partners
Arizona
$21.9M +$790K +10,482 +4%
HighTower Advisors
83
HighTower Advisors
Illinois
$21.7M -$676K -8,952 -3%
SA
84
Strategic Advocates
Utah
$21.5M +$11.7M +154,895 +119%
SFMG
85
Sage Financial Management Group
Virginia
$21.4M +$2.74M +36,294 +15%
MHR
86
Matthew Hamilton Rosenberg
$21.2M +$989K +13,256 +5%
Vanguard Group
87
Vanguard Group
Pennsylvania
$21M +$7.67M +101,694 +58%
WPWM
88
Windward Private Wealth Management
Kansas
$20.8M +$1.18M +15,597 +6%
CAN
89
Cetera Advisor Networks
California
$20.4M +$232K +3,074 +1%
GFG
90
Greystone Financial Group
Michigan
$20.2M +$20.2M +267,254 New
CA
91
Cetera Advisors
Colorado
$20.1M +$5.24M +69,468 +35%
TC
92
TownSquare Capital
Utah
$20.1M +$18.8M +249,120 +1,480%
DPI
93
Diversified Portfolios Inc
Michigan
$19.4M +$603K +7,993 +3%
RWM
94
Revisor Wealth Management
Ohio
$18.9M +$10.7M +140,698 +130%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$18.7M -$801K -10,622 -4%
SC
96
Schiavi & Co
Delaware
$18.5M +$1.45M +19,184 +9%
PAG
97
Private Advisor Group
New Jersey
$18M +$2.51M +33,330 +16%
PI
98
PFG Investments
New York
$18M +$17.7M +235,134 +7,143%
FIA
99
FPC Investment Advisory
California
$17.6M +$17.6M +240,025 New
CPRC
100
Consolidated Portfolio Review Corp
New York
$17.6M -$257K -3,412 -1%
2 3
4
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