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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

923 hedge funds and large institutions have $14B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 443 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
+73
Holders Change %
+8.59%
% of All Funds
12.29%
Holding in Top 10
101
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.88%
% of All Funds
1.34%
New
136
Increased
443
Reduced
250
Closed
43
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$4.18M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$916M
2
EWA
EP Wealth Advisors
California
$342M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.02B
4
WL
WIT LLC
District of Columbia
$53.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$145M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$5.99M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
$247K
3
OFP
OLIO Financial Planning
Virginia
$4.34M
4
JSA
Jacobson & Schmitt Advisors
Wisconsin
$271K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
251
LexAurum Advisors
Kansas
$4.89M +$417K +5,578 +9%
TW
252
TritonPoint Wealth
Maryland
$4.84M +$49.7K +665 +1%
PCA
253
Prosperity Capital Advisors
Ohio
$4.81M +$277K +3,706 +6%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$4.75M -$457K -6,116 -9%
ETS
255
ESL Trust Services
New York
$4.74M +$378K +5,055 +9%
PS
256
Planned Solutions
California
$4.73M -$7.09M -94,829 -60%
PAM
257
PCG Asset Management
New Jersey
$4.73M +$4.73M +63,240 New
RF
258
Rossby Financial
Florida
$4.64M +$4.64M +62,151 New
SF
259
Summit Financial
New Jersey
$4.64M +$748K +10,008 +19%
LFP
260
Leeward Financial Partners
Washington
$4.6M +$367K +4,907 +9%
WIM
261
Warwick Investment Management
Texas
$4.58M +$128K +1,710 +3%
APC
262
Aspire Private Capital
North Carolina
$4.58M +$48.6K +651 +1%
VW
263
Veridan Wealth
Oregon
$4.54M +$4.54M +60,512 New
SAM
264
SignalPoint Asset Management
Missouri
$4.51M +$454K +6,075 +11%
PWP
265
Precedent Wealth Partners
Texas
$4.5M -$511K -6,835 -10%
SFG
266
Sovereign Financial Group
Connecticut
$4.48M +$431K +5,766 +11%
PNC
267
Park National Corp
Ohio
$4.45M +$481K +6,443 +12%
W
268
WealthCollab
Washington
$4.41M +$196K +2,620 +5%
BRWA
269
B. Riley Wealth Advisors
Florida
$4.38M -$645K -8,631 -13%
PFS
270
Prospera Financial Services
Texas
$4.37M +$419K +5,593 +11%
Focus Partners Wealth
271
Focus Partners Wealth
Massachusetts
$4.35M +$684K +9,150 +19%
OFP
272
OLIO Financial Planning
Virginia
$4.34M -$22M -293,806 -84%
MMPW
273
Mitchell McLeod Pugh & Williams
Alabama
$4.31M +$1.53M +20,489 +55%
FCMA
274
Foresight Capital Management Advisors
Michigan
$4.28M +$340K +4,550 +9%
HWMG
275
Hurlow Wealth Management Group
Indiana
$4.26M +$170K +2,270 +4%
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