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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 %
BFO
301
Boston Family Office
Massachusetts
$3.43M -$291K -3,896 -8%
AAS
302
Ameritas Advisory Services
Nebraska
$3.42M +$1.9M +25,483 +125%
CMBA
303
C.M. Bidwell & Associates
Hawaii
$3.42M -$522K -6,979 -13%
JSA
304
Jim Saulnier & Associates
Colorado
$3.41M +$559K +7,481 +20%
SG
305
StoneX Group
New York
$3.36M +$3.36M +44,941 New
CAL
306
Capital Analysts LLC
Pennsylvania
$3.32M +$592K +7,926 +22%
CIA
307
Concurrent Investment Advisors
Florida
$3.3M -$126K -1,688 -4%
OIA
308
OneDigital Investment Advisors
Kansas
$3.3M -$6.29M -84,159 -66%
UFA
309
Uptown Financial Advisors
Texas
$3.25M +$3.25M +43,553 New
PWM
310
Perigon Wealth Management
California
$3.23M -$45.1K -603 -1%
KLI
311
Kelman-Lazarov Inc
Tennessee
$3.22M -$150K -2,006 -4%
RCI
312
RS Crum Inc
California
$3.22M +$422K +5,641 +15%
SLT
313
St Louis Trust
Missouri
$3.22M +$224 +3 +0%
SWM
314
Sagace Wealth Management
Florida
$3.21M -$715K -9,572 -18%
JWCA
315
J.W. Cole Advisors
Florida
$3.15M +$122K +1,638 +4%
MF
316
Manuka Financial
Virginia
$3.15M +$3.15M +42,123 New
MFP
317
Meridian Financial Partners
Virginia
$3.1M +$306K +4,089 +11%
SIM
318
Studio Investment Management
Illinois
$3.09M -$2.7M -36,131 -47%
ACM
319
Arcataur Capital Management
Wisconsin
$3.08M -$8.97K -120 -0.3%
KV
320
Kickstand Ventures
New York
$3.04M -$10.8K -144 -0.4%
WFPG
321
Waller Financial Planning Group
Ohio
$3.03M +$81.8K +1,094 +3%
AAP
322
Arax Advisory Partners
Colorado
$3.02M -$995K -13,319 -25%
FCT
323
First Community Trust
Iowa
$2.98M +$2.98M +39,868 New
ACP
324
Aveo Capital Partners
Colorado
$2.97M -$16.3K -218 -0.5%
WA
325
Westfuller Advisors
New York
$2.95M +$17.6K +235 +0.6%
11 12
13
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