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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 %
AWE
476
Avidian Wealth Enterprises
Texas
$946K -$31.7K -424 -3%
CCB
477
Country Club Bank
Missouri
$942K -$18.1K -242 -2%
PA
478
PFG Advisors
Arizona
$936K +$35.7K +478 +4%
HPM
479
Hoxton Planning & Management
West Virginia
$928K +$287K +3,843 +45%
CMP
480
Courage Miller Partners
Virginia
$920K -$2.09K -28 -0.2%
PFG
481
Pacific Financial Group
Washington
$905K -$17.9K -240 -2%
NP
482
Nilsine Partners
Colorado
$899K +$266K +3,563 +42%
KWA
483
Kondo Wealth Advisors
California
$898K +$898K +12,014 New
MWM
484
Mascagni Wealth Management
Mississippi
$893K +$893K +11,658 New
KA
485
Kovack Advisors
Florida
$890K +$65.9K +882 +8%
EAM
486
Evanson Asset Management
California
$882K +$351K +4,701 +66%
PFC
487
Poplar Forest Capital
California
$881K -$177K -2,363 -17%
I
488
InvesTrust
Oklahoma
$873K +$873K +11,660 New
KSB
489
Kennebec Savings Bank
Maine
$870K +$717K +9,716 +468%
HH
490
Hilltop Holdings
Texas
$860K +$203K +2,720 +31%
Nisa Investment Advisors
491
Nisa Investment Advisors
Missouri
$859K +$166K +2,215 +24%
M
492
MOTCO
Texas
$856K -$43.4K -581 -5%
WS
493
Wedbush Securities
California
$844K +$249K +3,331 +42%
IF
494
Integrity Financial
Wyoming
$843K -$18.3K -245 -2%
PWM
495
PBMares Wealth Management
Virginia
$837K +$34.5K +462 +4%
FWP
496
Family Wealth Partners
North Carolina
$834K -$204K -2,728 -20%
Invesco
497
Invesco
Georgia
$831K +$20.6K +276 +3%
GJIA
498
Glass Jacobson Investment Advisors
Maryland
$831K +$1.12K +15 +0.1%
SFS
499
Security Financial Services
Indiana
$829K +$18.2K +244 +2%
PPP
500
Private Portfolio Partners
New Jersey
$820K +$46.8K +626 +6%
18 19
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