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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

923 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, 443 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
+73
Holders Change %
+8.59%
% of All Funds
12.29%
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
443
Reduced
250
Closed
43
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$4.18M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$916M
2
EWA
EP Wealth Advisors
California
$342M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.02B
4
WL
WIT LLC
District of Columbia
$53.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$145M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$5.99M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
$247K
3
OFP
OLIO Financial Planning
Virginia
$4.34M
4
JSA
Jacobson & Schmitt Advisors
Wisconsin
$271K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$104M +$104M +1,396,996 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$98.6M +$3.75M +50,178 +4%
EA
28
Efficient Advisors
Ohio
$95.7M +$5.07M +67,909 +6%
Comerica Bank
29
Comerica Bank
Texas
$91.9M +$8.16M +109,229 +10%
UBS Group
30
UBS Group
Switzerland
$86.6M -$5.53M -73,996 -6%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$75.9M +$2.89M +38,634 +4%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$70.7M +$8.73M +116,854 +14%
AT
33
American Trust
Kentucky
$69.2M -$5.34M -71,423 -7%
US Bancorp
34
US Bancorp
Minnesota
$68.6M -$378K -5,062 -0.5%
Truist Financial
35
Truist Financial
North Carolina
$68.3M +$2.27M +30,383 +3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$68M +$921K +12,321 +1%
BA
37
BCM Advisors
Louisiana
$67.8M +$8.19M +108,557 +14%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$63.7M -$168K -2,252 -0.3%
BCMIO
39
Beacon Capital Management Inc (Ohio)
Ohio
$62.1M +$20.4M +273,374 +49%
WL
40
WIT LLC
District of Columbia
$53.8M +$53.7M +710,213 +99,889%
Cerity Partners
41
Cerity Partners
New York
$53.6M +$9.42M +126,041 +21%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$53.1M +$6.15M +82,323 +13%
RWP
43
Reliant Wealth Planning
Kentucky
$49.2M +$1.99M +26,628 +4%
SFMG
44
Sage Financial Management Group
Virginia
$47.8M +$5.98M +80,061 +14%
CWM
45
Cranbrook Wealth Management
Michigan
$47.5M +$2.22M +29,722 +5%
Vanguard Group
46
Vanguard Group
Pennsylvania
$47.3M +$10.6M +141,397 +29%
MML Investors Services
47
MML Investors Services
Massachusetts
$43.1M +$1.64M +21,979 +4%
MWA
48
MFA Wealth Advisors
Pennsylvania
$41M +$6.14M +82,214 +18%
CSP
49
Cary Street Partners
Virginia
$39.9M +$39.9M +572,569 New
BPWM
50
Badgley Phelps Wealth Managers
Washington
$39.8M +$939K +12,560 +2%
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