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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 %
WA
326
Waverly Advisors
Alabama
$2.95M +$151K +2,019 +5%
Susquehanna International Group
327
Susquehanna International Group
Pennsylvania
$2.94M +$2.94M +39,408 New
PWG
328
Private Wealth Group
Florida
$2.94M – – –
JPLA
329
Joseph P. Lucia & Associates
New York
$2.93M -$186K -2,486 -6%
BBA
330
BLB&B Advisors
Pennsylvania
$2.92M +$328K +4,394 +13%
SAG
331
SageView Advisory Group
California
$2.89M -$126K -1,692 -4%
EA
332
Eclectic Associates
California
$2.89M +$33K +442 +1%
AAM
333
Aureus Asset Management
Massachusetts
$2.87M +$27.7K +370 +1%
RFC
334
Regions Financial Corp
Alabama
$2.84M +$1.75M +23,450 +161%
SIM
335
Sterling Investment Management
Arizona
$2.84M +$2.84M +37,970 New
SMG
336
Smart Money Group
Texas
$2.77M +$352K +4,712 +15%
PWS
337
Physician Wealth Solutions
Nevada
$2.75M +$10K +134 +0.4%
RPGK
338
Retirement Planning Group (Kansas)
Kansas
$2.75M -$2.2M -29,393 -44%
IFPL
339
Investments & Financial Planning LLC
Kentucky
$2.69M +$408K +5,461 +18%
VA
340
Valmark Advisers
Ohio
$2.66M +$271K +3,632 +11%
HFRG
341
Houlihan Financial Resource Group
Virginia
$2.59M +$23.2K +310 +0.9%
TFA
342
Tranquilli Financial Advisor
New Jersey
$2.56M +$1.12M +14,937 +77%
KFP
343
KMG Fiduciary Partners
Ohio
$2.49M -$47.8K -639 -2%
NGA
344
Naples Global Advisors
Florida
$2.47M +$32K +428 +1%
NB
345
NBT Bank
New York
$2.46M +$8.22K +110 +0.3%
MC
346
Matisse Capital
Oregon
$2.46M -$78.8K -1,054 -3%
PWM
347
Provident Wealth Management
Tennessee
$2.44M -$186K -2,489 -7%
PI
348
PFG Investments
New York
$2.43M +$189K +2,527 +8%
AP
349
Adero Partners
California
$2.43M +$30.6K +410 +1%
SF
350
SageOak Financial
Oklahoma
$2.43M +$2.43M +32,455 New
12 13
14
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