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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
RIA
1
Retirement Investment Advisors
Oklahoma
$95.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$527M
3
Bank of America
3
Bank of America
North Carolina
$471M
4
EWA
4
EP Wealth Advisors
California
$164M
5
Goldman Sachs
5
Goldman Sachs
New York
$648M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$577M
2
SFMG
2
Sage Financial Management Group
Virginia
$0
3
Truist Financial
3
Truist Financial
North Carolina
$59.6M
4
PI
4
PFG Investments
New York
$435K
5
AAS
5
Avantax Advisory Services
Texas
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.24B 16,506,501 +13,039 +0.1%
Goldman Sachs
2
Goldman Sachs
New York
$648M 8,651,968 +459,026 +6%
Wells Fargo
3
Wells Fargo
California
$577M 7,709,642 -342,595 -4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$527M 7,038,111 +770,007 +12%
Bank of America
5
Bank of America
North Carolina
$471M 6,285,190 +719,583 +13%
Morgan Stanley
6
Morgan Stanley
New York
$385M 5,141,044 +115,820 +2%
LPL Financial
7
LPL Financial
California
$279M 3,728,442 -4,646 -0.1%
Ameriprise
8
Ameriprise
Minnesota
$221M 2,956,876 +78,262 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$219M 2,928,404 +149,654 +5%
MG
10
Mather Group
Illinois
$219M 2,898,162 +288,111 +11%
TLFA
11
True Link Financial Advisors
California
$211M 2,812,708 +113,418 +4%
UCFA
12
United Capital Financial Advisors
Texas
$198M 2,649,938 +72,011 +3%
EWA
13
EP Wealth Advisors
California
$164M 2,193,072 +592,113 +37%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$158M 2,116,318 -12,101 -0.6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$150M 2,001,927 +19,909 +1%
LNC
16
Lincoln National Corp
Pennsylvania
$141M 1,876,371 +2,850 +0.2%
UBS Group
17
UBS Group
Switzerland
$134M 1,789,786 -38,607 -2%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$131M 1,745,267 +281,371 +19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$123M 1,644,148 -111,403 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$121M 1,617,319 +161,837 +11%
Mariner
21
Mariner
Kansas
$107M 1,430,804 +230,179 +19%
DDSF
22
Diana Davis Spencer Foundation
Maryland
$107M 1,426,000 – –
Jones Financial Companies
23
Jones Financial Companies
Missouri
$96.2M 1,284,145 +68,838 +6%
RIA
24
Retirement Investment Advisors
Oklahoma
$95.8M 1,279,259 +1,279,259 New
EA
25
Efficient Advisors
Ohio
$92.8M 1,239,314 +51,422 +4%
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