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Vanguard Intermediate-Term Bond ETF

911 hedge funds and large institutions have $14.3B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 424 increasing their positions, 303 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-13
Holders Change %
-1.41%
% of All Funds
12.37%
Holding in Top 10
106
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.95%
% of All Funds
1.44%
New
69
Increased
424
Reduced
303
Closed
65
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Shares
Change %
RCS
176
Retirement Capital Strategies
California
$9.81M +$9.81M +128,075 New
MPW
177
MA Private Wealth
California
$9.66M -$264K -3,449 -3%
Corient Private Wealth
178
Corient Private Wealth
Florida
$9.47M +$7.5M +97,970 +381%
AI
179
Atria Investments
North Carolina
$9.4M -$2.67M -34,884 -22%
MSF
180
Mustard Seed Financial
Arkansas
$9.4M +$833K +10,873 +10%
BF
181
BOK Financial
Oklahoma
$9.39M -$407K -5,315 -4%
GGS
182
Galvin Gaustad & Stein
Arizona
$9.34M +$92.2K +1,204 +1%
APP
183
Avantax Planning Partners
Iowa
$9.12M +$516K +6,735 +6%
EWA
184
EverSource Wealth Advisors
Alabama
$9.1M -$1.26M -16,479 -12%
Principal Financial Group
185
Principal Financial Group
Iowa
$8.92M +$1.7M +22,221 +24%
CWM
186
Cornerstone Wealth Management
Missouri
$8.84M -$117K -1,524 -1%
RPGK
187
Retirement Planning Group (Kansas)
Kansas
$8.82M +$6.01M +78,480 +213%
HA
188
Hanover Advisors
South Carolina
$8.77M -$263K -3,431 -3%
VCM
189
Verde Capital Management
Michigan
$8.57M +$245K +3,197 +3%
SWM
190
SigFig Wealth Management
California
$8.55M -$22K -288 -0.3%
SL
191
Systelligence LLC
Minnesota
$8.44M -$5.73M -74,860 -40%
FWM
192
Fonville Wealth Management
Virginia
$8.19M +$321K +4,180 +4%
William Blair & Company
193
William Blair & Company
Illinois
$8.07M -$665K -8,686 -8%
TFP
194
TrueWealth Financial Partners
Washington
$8.03M -$1.59M -20,773 -17%
CCM
195
Cambridge Capital Management
Illinois
$7.99M +$1.05M +13,738 +15%
SJGA
196
Stephen J. Garry & Associates
New York
$7.99M +$258K +3,369 +3%
ACA
197
Aptus Capital Advisors
Alabama
$7.8M -$368K -4,806 -5%
SFP
198
Sterling Financial Planning
New Jersey
$7.77M +$549K +7,169 +8%
SLWA
199
San Luis Wealth Advisors
California
$7.64M -$3.46M -45,184 -31%
GI
200
GAMMA Investing
California
$7.61M +$2.3M +30,080 +43%