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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 %
MCM
351
MidAtlantic Capital Management
Virginia
$2.38M -$121K -1,620 -5%
IA
352
IFP Advisors
Florida
$2.34M +$841K +11,254 +56%
AFA
353
Arlington Financial Advisors
California
$2.32M -$87.4K -1,170 -4%
WRPWM
354
Werba Rubin Papier Wealth Management
California
$2.31M +$259K +3,468 +13%
LFAS
355
Level Four Advisory Services
Texas
$2.3M +$123K +1,650 +6%
WHG
356
Westwood Holdings Group
Texas
$2.28M +$3.06K +41 +0.1%
WMA
357
Wealth Management Associates
New Jersey
$2.26M +$52.3K +700 +2%
FHB
358
First Hawaiian Bank
Hawaii
$2.26M – – –
RWS
359
Retirement Wealth Solutions
Wisconsin
$2.23M +$2.23M +30,190 New
BTIM
360
BancFirst Trust & Investment Management
Oklahoma
$2.22M +$39.6K +529 +2%
NJIM
361
Nabity-Jensen Investment Management
Nebraska
$2.22M +$28.5K +382 +1%
BP
362
Ballentine Partners
Massachusetts
$2.21M +$62.3K +834 +3%
AA
363
Advisory Alpha
Michigan
$2.16M -$201K -2,686 -8%
LIA
364
Lynx Investment Advisory
District of Columbia
$2.16M +$143K +1,920 +7%
CISOA
365
Capital Investment Services of America
Wisconsin
$2.13M -$101K -1,350 -5%
IC
366
IEQ Capital
California
$2.13M +$2.13M +28,460 New
SFA
367
Semmax Financial Advisors
North Carolina
$2.12M -$127K -1,697 -6%
PMA
368
Prudent Man Advisors
Illinois
$2.06M -$104K -1,388 -5%
BOH
369
Bank of Hawaii
Hawaii
$2.05M -$251K -3,356 -11%
CFGF
370
Compass Financial Group (Florida)
Florida
$2.02M +$9.79K +131 +0.5%
BHWM
371
Beaird Harris Wealth Management
Texas
$2.01M +$105K +1,405 +6%
SIA
372
Strategic Investment Advisors
Michigan
$2M +$55.8K +747 +3%
SAI
373
Savvy Advisors Inc
New York
$1.97M +$145K +1,941 +8%
Pathstone Holdings
374
Pathstone Holdings
New Jersey
$1.97M -$185K -2,472 -9%
HIM
375
Hanlon Investment Management
New Jersey
$1.96M -$6.05K -81 -0.3%
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