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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

924 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, 444 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+74
Holders Change %
+8.71%
% of All Funds
12.3%
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
444
Reduced
250
Closed
43
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$4.18M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$338M
2
EWA
EP Wealth Advisors
California
+$115M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$99.8M
4
WL
WIT LLC
District of Columbia
+$53.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$51.9M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
-$46M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$40.1M
3
OFP
OLIO Financial Planning
Virginia
-$22M
4
JSA
Jacobson & Schmitt Advisors
Wisconsin
-$17.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
276
Centennial Bank
Arkansas
$4.24M +$525K +7,020 +14%
GHA
277
Granite Harbor Advisors
Texas
$4.2M +$144K +1,924 +4%
CPSC
278
Carl P. Sherr & Co
Massachusetts
$4.14M +$4.14M +55,426 New
GVAG
279
Great Valley Advisor Group
Delaware
$4.14M +$1.88M +25,112 +83%
JCM
280
Jacobsen Capital Management
Utah
$4.1M +$276K +3,693 +7%
MFG
281
Merit Financial Group
Georgia
$4.09M +$1.06M +14,147 +35%
FLI
282
Family Legacy Inc
South Carolina
$4.06M +$152K +2,041 +4%
ECA
283
Elevated Capital Advisors
Utah
$3.98M -$202K -2,707 -5%
NHT
284
New Hampshire Trust
New Hampshire
$3.94M +$2M +26,792 +104%
WLIM
285
White Lighthouse Investment Management
Massachusetts
$3.89M +$243K +3,248 +7%
I
286
INVST
Indiana
$3.86M -$25.4K -340 -0.7%
IAN
287
Integrated Advisors Network
Texas
$3.85M +$66K +883 +2%
HR
288
Hardy Reed
Mississippi
$3.79M +$756K +10,110 +25%
RWI
289
Red Wave Investments
Pennsylvania
$3.78M -$225K -3,016 -6%
SWM
290
Spire Wealth Management
Virginia
$3.74M +$204K +2,733 +6%
CAGAS
291
Capital Advisory Group Advisory Services
Minnesota
$3.74M +$676K +9,051 +22%
OHWA
292
Oak Hill Wealth Advisors
Virginia
$3.73M +$3.73M +49,866 New
CWM
293
Congress Wealth Management
Massachusetts
$3.7M +$35.9K +481 +1%
HTIM
294
Harbour Trust & Investment Management
Indiana
$3.7M +$292K +3,903 +9%
FHA
295
First Horizon Advisors
Tennessee
$3.68M -$923K -12,345 -20%
CA
296
CoreCap Advisors
Michigan
$3.65M +$356K +4,765 +11%
FAIM
297
Financial Advocates Investment Management
Washington
$3.62M -$3.34M -44,718 -48%
Brown Advisory
298
Brown Advisory
Maryland
$3.61M – – –
AWMNH
299
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.49M +$146K +1,957 +4%
Bessemer Group
300
Bessemer Group
New Jersey
$3.44M -$920K -12,307 -21%
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