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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 %
FIM
401
Freedom Investment Management
Connecticut
$1.62M -$70.8K -947 -4%
JWA
402
JFS Wealth Advisors
Pennsylvania
$1.61M +$413K +5,531 +35%
AG
403
Ascent Group
Virginia
$1.59M -$201K -2,690 -11%
CTC
404
Central Trust Company
Missouri
$1.58M +$368K +4,918 +30%
GWMIA
405
Global Wealth Management Investment Advisory
Florida
$1.57M +$67.9K +909 +5%
PFG
406
PAX Financial Group
Texas
$1.57M +$77.7K +1,040 +5%
KWM
407
Kingsview Wealth Management
Oregon
$1.56M -$467K -6,248 -23%
AAS
408
Asset Allocation Strategies
Michigan
$1.55M +$843K +11,297 +119%
TW
409
Traveka Wealth
California
$1.55M -$5.45M -72,987 -78%
CA
410
CGN Advisors
Kansas
$1.54M +$50.7K +678 +3%
MCM
411
Mengis Capital Management
Oregon
$1.54M -$84.2K -1,127 -5%
EH
412
Equitable Holdings
New York
$1.52M +$27.3K +365 +2%
MGIA
413
Moneta Group Investment Advisors
Missouri
$1.52M -$85.8K -1,148 -5%
ASN
414
Advisory Services Network
Georgia
$1.5M +$202K +2,706 +16%
MMCM
415
Murphy & Mullick Capital Management
New York
$1.5M +$1.5M +20,069 New
LFA
416
Level Financial Advisors
New York
$1.49M +$557K +7,457 +59%
ETC
417
Exchange Traded Concepts
Oklahoma
$1.49M +$899K +12,035 +153%
3F
418
360 Financial
Minnesota
$1.47M +$18.9K +235 +1%
FA
419
Fedenia Advisers
Wisconsin
$1.47M +$1.47M +19,680 New
GK
420
Graney & King
New York
$1.47M +$1.47M +19,668 New
MSWMA
421
Market Street Wealth Management Advisors
Indiana
$1.47M -$257K -3,435 -15%
STA
422
Shade Tree Advisors
New York
$1.44M +$1.44M +19,256 New
RWM
423
Revisor Wealth Management
Ohio
$1.44M -$7.71M -103,162 -84%
HP
424
HT Partners
Connecticut
$1.43M -$99.2K -1,328 -6%
SC
425
Stephens Consulting
Michigan
$1.42M +$374 +5 +0%
15 16
17
18 19