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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

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

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$394M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.8M
3
EWA
EP Wealth Advisors
California
+$62.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$59.2M
5
ZF
Zhang Financial
Michigan
+$36.7M

Top Sellers

1
AT
American Trust
Kentucky
-$69.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$38.6M
3
WF
Williams Financial
Vermont
-$23.1M
4
Jane Street
Jane Street
New York
-$19.3M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSC
201
Carl P. Sherr & Co
Massachusetts
$7.53M +$3.29M +42,959 +78%
RWM
202
Refined Wealth Management
Utah
$7.43M +$7.43M +97,044 New
Charles Schwab
203
Charles Schwab
California
$7.39M -$641K -8,367 -8%
SF
204
Synovus Financial
Georgia
$7.36M -$512K -6,692 -7%
NL
205
NWAM LLC
Washington
$7.29M -$772K -10,079 -10%
SIA
206
Sovereign Investment Advisors
Arizona
$7.21M -$193K -2,555 -3%
CWA
207
Clarity Wealth Advisors
California
$7.03M +$378K +4,942 +6%
PWM
208
Parkworth Wealth Management
California
$7.02M +$423K +5,519 +6%
CA
209
Continuum Advisory
Idaho
$6.9M +$287K +3,753 +4%
CIC
210
Cutler Investment Counsel
Oregon
$6.83M +$436K +5,694 +7%
CWA
211
Consilium Wealth Advisory
Texas
$6.81M +$283K +3,701 +4%
JIC
212
Joel Isaacson & Co
New York
$6.8M +$656K +8,568 +11%
PF
213
Parker Financial
Washington
$6.77M +$399K +5,216 +6%
VWM
214
VCI Wealth Management
Missouri
$6.62M +$509K +6,651 +8%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$6.61M -$2.23M -29,077 -25%
SA
216
Sunesis Advisors
Kansas
$6.61M +$689 +9 +0%
BHWM
217
Bay Harbor Wealth Management
Maryland
$6.58M +$375K +4,892 +6%
GFWA
218
Grey Fox Wealth Advisors
Delaware
$6.54M +$5.37M +70,187 +462%
MFG
219
Merit Financial Group
Georgia
$6.37M +$2.18M +28,488 +52%
EA
220
Evolution Advisers
Virginia
$6.34M +$703K +9,307 +12%
PAMG
221
Patton Albertson Miller Group
Tennessee
$6.29M +$6.29M +82,120 New
LA
222
LexAurum Advisors
Kansas
$6.28M +$1.27M +16,604 +25%
IA
223
IFG Advisors
Missouri
$6.27M +$673K +8,784 +12%
SCA
224
Snowden Capital Advisors
New York
$6.17M -$79.5K -1,038 -1%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$6.03M +$19.7K +257 +0.3%
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