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Vanguard Intermediate-Term Bond ETF

821 hedge funds and large institutions have $11.2B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 379 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
11.94%
Holding in Top 10
95
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.15%
% of All Funds
1.38%
New
87
Increased
379
Reduced
254
Closed
68
Calls
$442K
Puts
$989K
Net Calls
-$547K
Net Calls Change
-$608K
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
151
OneDigital Investment Advisors
Kansas
$9.84M +$9.5M +126,883 +2,778%
MA
152
MBA Advisors
Pennsylvania
$9.74M +$705K +9,412 +8%
AAM
153
Austin Asset Management
Texas
$9.71M +$335K +4,474 +4%
TPCW
154
TD Private Client Wealth
New York
$9.7M +$327K +4,370 +3%
DC
155
Davenport & Co
Virginia
$9.67M +$183K +2,449 +2%
Squarepoint
156
Squarepoint
New York
$9.62M -$2.34M -31,277 -20%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$9.58M +$92K +1,229 +1%
GAM
158
Gemmer Asset Management
California
$9.47M +$462K +6,175 +5%
FIC
159
Family Investment Center
Missouri
$9.41M +$4.1M +54,741 +77%
SPC
160
Sigma Planning Corp
Michigan
$9.06M +$634K +8,471 +8%
PRWA
161
Platte River Wealth Advisors
Colorado
$8.98M +$248K +3,316 +3%
FFG
162
Fiduciary Financial Group
California
$8.89M +$8.89M +117,048 New
CAM
163
Clark Asset Management
New Hampshire
$8.83M +$497K +6,634 +6%
Charles Schwab
164
Charles Schwab
California
$8.63M -$352K -4,698 -4%
GGS
165
Galvin Gaustad & Stein
Arizona
$8.59M -$41.8K -558 -0.5%
AIP
166
Ameritas Investment Partners
Nebraska
$8.53M +$329K +4,393 +4%
TFP
167
TrueWealth Financial Partners
Washington
$8.51M +$1.05M +14,001 +14%
SF
168
SWP Financial
California
$8.45M +$8.45M +112,865 New
SWM
169
SigFig Wealth Management
California
$8.26M +$407K +5,438 +5%
VCM
170
Verde Capital Management
Michigan
$8.22M -$4.99M -66,696 -38%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$8.17M -$1.72M -23,033 -17%
AF
172
Allworth Financial
California
$8.15M -$302K -3,988 -4%
CSB
173
City State Bank
Iowa
$8.02M +$1.52M +20,312 +23%
PWM
174
Perigon Wealth Management
California
$7.99M -$65.2K -870 -0.8%
EWM
175
Echo Wealth Management
Minnesota
$7.86M +$621K +8,295 +9%