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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 %
SMI
501
Shelter Mutual Insurance
Missouri
$815K – – –
FT
502
Fiduciary Trust
Massachusetts
$812K – – –
SAW
503
Signal Advisors Wealth
Michigan
$812K +$243K +3,246 +43%
DW30
504
Drucker Wealth 3.0
New Jersey
$812K -$176K -2,350 -18%
JC
505
Jentner Corp
Ohio
$810K – – –
OWA
506
Outlook Wealth Advisors
Texas
$809K +$12K +161 +2%
BCM
507
Becker Capital Management
Oregon
$809K -$26.9K -360 -3%
EFG
508
Elios Financial Group
Ohio
$809K +$6.2K +83 +0.8%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$801K +$57.5K +769 +8%
TWC
510
TD Waterhouse Canada
Ontario, Canada
$794K +$11.8K +158 +2%
VNIM
511
Vaughan Nelson Investment Management
Texas
$791K +$46.9K +628 +6%
OC
512
Oppenheimer & Co
New York
$787K +$14.6K +195 +2%
IWS
513
Integrity Wealth Solutions
Colorado
$764K +$110K +1,468 +17%
BC
514
Brio Consultants
California
$762K -$51.9K -694 -6%
CIAS
515
CFS Investment Advisory Services
New Jersey
$761K +$325K +4,343 +74%
FWIA
516
Fort Washington Investment Advisors
Ohio
$760K – – –
WF
517
Welch & Forbes
Massachusetts
$754K +$136K +1,826 +22%
FMI
518
F/M Investments
District of Columbia
$754K +$511K +6,838 +210%
ATS
519
Ashton Thomas Securities
New York
$747K +$11.4K +152 +2%
DFA
520
DHK Financial Advisors
New Hampshire
$744K – – –
National Bank of Canada
521
National Bank of Canada
Quebec, Canada
$739K +$202K +2,699 +38%
KCM
522
Kathmere Capital Management
Pennsylvania
$734K +$734K +9,822 New
Manulife (Manufacturers Life Insurance)
523
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$732K +$495K +6,621 +208%
ONB
524
Old National Bancorp
Indiana
$730K -$415K -5,557 -36%
AWP
525
Abacus Wealth Partners
California
$725K +$4.78K +64 +0.7%
19 20
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