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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 %
PTP
451
Platform Technology Partners
New York
$1.21M -$322K -4,308 -21%
FA
452
Fagan Associates
New York
$1.2M -$75.6K -1,012 -6%
IAIM
453
International Assets Investment Management
Florida
$1.19M +$1.19M +15,881 New
WJWM
454
Williams Jones Wealth Management
New York
$1.19M -$248K -3,314 -17%
CFS
455
CGC Financial Services
Oregon
$1.19M -$152K -2,038 -11%
MWM
456
Merriman Wealth Management
Washington
$1.18M – – –
AHC
457
Anderson Hoagland & Co
Missouri
$1.16M – – –
AWM
458
Axxcess Wealth Management
California
$1.14M -$11K -147 -1%
GFWA
459
Grey Fox Wealth Advisors
Delaware
$1.13M +$1.13M +15,176 New
GRP
460
Global Retirement Partners
California
$1.13M +$233K +3,115 +26%
MCC
461
Maiden Cove Capital
Maine
$1.13M +$439K +5,881 +64%
PAS
462
Park Avenue Securities
New York
$1.11M +$381K +5,102 +52%
AAMC
463
Asset Allocation & Management Company
Illinois
$1.1M +$1.1M +14,760 New
CCA
464
Cadent Capital Advisors
Oklahoma
$1.09M -$99.8K -1,335 -8%
CB
465
Chris Bulman
California
$1.09M +$406K +5,439 +60%
Northern Trust
466
Northern Trust
Illinois
$1.08M -$80.9K -1,083 -7%
VCWM
467
Vista Cima Wealth Management
Arizona
$1.08M +$1.08M +14,475 New
TCOV
468
Trust Company of Vermont
Vermont
$1.07M +$102K +1,364 +11%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$1.04M +$39.4K +527 +4%
MFA
470
Mayflower Financial Advisors
Massachusetts
$1.04M +$148K +1,984 +17%
HL
471
HeadInvest LLC
Maine
$1.01M -$180K -2,413 -15%
WFA
472
Websterrogers Financial Advisors
South Carolina
$1.01M -$7.17K -96 -0.7%
RI
473
Ridgewood Investments
New Jersey
$987K +$121K +1,620 +14%
SCA
474
Stokes Capital Advisors
South Carolina
$960K -$18.1K -242 -2%
Luther King Capital Management (LKCM)
475
Luther King Capital Management (LKCM)
Texas
$950K -$1.25M – –
17 18
19
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