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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 %
WTFG
376
Wells Trecaso Financial Group
Ohio
$1.95M +$333K +4,461 +21%
CWM
377
Cahill Wealth Management
Michigan
$1.95M -$23.5K -314 -1%
SSWM
378
Sheets Smith Wealth Management
North Carolina
$1.95M – – –
BCG
379
Breakwater Capital Group
New Jersey
$1.92M +$157K +2,098 +9%
Corient Private Wealth
380
Corient Private Wealth
Florida
$1.92M -$12.2K -163 -0.6%
HI
381
Harbour Investments
Wisconsin
$1.91M +$195K +2,606 +11%
CPA
382
Capital Performance Advisors
California
$1.89M +$63.7K +852 +3%
SMWM
383
Silvia McColl Wealth Management
California
$1.89M -$65.5K -876 -3%
SAM
384
Smartleaf Asset Management
Massachusetts
$1.88M +$96.4K +1,288 +5%
AWM
385
AE Wealth Management
Kansas
$1.88M +$56.9K +762 +3%
EFG
386
Everhart Financial Group
Ohio
$1.83M +$498K +6,662 +37%
QCG
387
Quadrant Capital Group
Ohio
$1.82M -$33K -441 -2%
BCM
388
Bourgeon Capital Management
Connecticut
$1.77M +$236K +3,155 +15%
PFA
389
Pillar Financial Advisors
Kentucky
$1.76M +$1.76M +23,515 New
PG
390
Patten Group
Tennessee
$1.75M -$68.5K -916 -4%
HIMC
391
Heritage Investors Management Corp
Maryland
$1.73M -$263K -3,515 -13%
IWC
392
Integrated Wealth Concepts
Massachusetts
$1.71M +$63.9K +855 +4%
LPP
393
Life Planning Partners
Florida
$1.68M -$76.9K -1,029 -4%
UBV
394
United Bank (Virginia)
Virginia
$1.66M – – –
MSK
395
Melissa S. Kampmann
$1.66M +$28.3K +379 +2%
PSCM
396
Per Stirling Capital Management
Texas
$1.66M +$219K +2,925 +15%
MWM
397
Meridian Wealth Management
Kentucky
$1.65M -$62.9K -842 -4%
CAL
398
Capital Advisors Ltd
Ohio
$1.65M +$62.8K +840 +4%
IWP
399
Invenio Wealth Partners
Florida
$1.64M +$216K +2,888 +15%
SAM
400
Synergy Asset Management
Washington
$1.63M +$1.29M +17,064 +382%
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16
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