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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.

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
1
True Link Financial Advisors
California
$204M
2
EWA
2
EP Wealth Advisors
California
$121M
3
VFP
3
Verus Financial Partners
Virginia
$38.8M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$210M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$63.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Goldman Sachs
2
Goldman Sachs
New York
$618M
3
Bank of America
3
Bank of America
North Carolina
$420M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$110M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$37M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.24B 16,493,462 +397,945 +2%
Goldman Sachs
2
Goldman Sachs
New York
$618M 8,192,942 -3,853,305 -32%
Wells Fargo
3
Wells Fargo
California
$607M 8,052,237 +395,813 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$473M 6,268,104 +136,394 +2%
Bank of America
5
Bank of America
North Carolina
$420M 5,565,607 -1,507,011 -21%
Morgan Stanley
6
Morgan Stanley
New York
$379M 5,025,224 -5,288,084 -51%
LPL Financial
7
LPL Financial
California
$281M 3,733,088 -205,240 -5%
Ameriprise
8
Ameriprise
Minnesota
$217M 2,878,614 +261,203 +10%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$210M 2,778,750 +497,262 +22%
TLFA
10
True Link Financial Advisors
California
$204M 2,699,290 +713,168 +36%
MG
11
Mather Group
Illinois
$199M 2,610,051 -16,636 -0.6%
UCFA
12
United Capital Financial Advisors
Texas
$194M 2,577,927 +5,296 +0.2%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$160M 2,128,419 -43,272 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$149M 1,982,018 -209,604 -10%
LNC
15
Lincoln National Corp
Pennsylvania
$141M 1,873,521 +94,480 +5%
UBS Group
16
UBS Group
Switzerland
$138M 1,828,393 +225,857 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$132M 1,755,551 +22,994 +1%
EWA
18
EP Wealth Advisors
California
$121M 1,600,959 +520,787 +48%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$110M 1,463,896 +250,243 +21%
Osaic Holdings
20
Osaic Holdings
Arizona
$110M 1,455,482 -698,366 -32%
DDSF
21
Diana Davis Spencer Foundation
Maryland
$108M 1,426,000 – –
Jones Financial Companies
22
Jones Financial Companies
Missouri
$91.6M 1,215,307 +20,998 +2%
Mariner
23
Mariner
Kansas
$90.5M 1,200,625 +50,714 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$90.5M 1,200,517 +42,904 +4%
EA
25
Efficient Advisors
Ohio
$89.6M 1,187,892 +24,329 +2%
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