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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 %
TFP
576
Traction Financial Partners
Wyoming
$524K -$19.1K -256 -4%
SEP
577
Southland Equity Partners
Missouri
$518K +$5.68K +76 +1%
ACM
578
Absolute Capital Management
Pennsylvania
$516K +$70.9K +948 +16%
DWM
579
Dakota Wealth Management
Florida
$516K -$142K -1,903 -22%
AFW
580
Atlantic Family Wealth
Florida
$515K +$515K +6,887 New
SWA
581
Stratos Wealth Advisors
Ohio
$514K +$265K +3,550 +107%
TWA
582
TCI Wealth Advisors
Arizona
$507K +$13.6K +182 +3%
SPIA
583
Steward Partners Investment Advisory
New York
$504K -$91.4K -1,223 -15%
BC
584
Barrett & Company
Rhode Island
$493K +$747 +10 +0.2%
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$490K +$180K +2,408 +58%
AIM
586
Allen Investment Management
New York
$489K – – –
KAM
587
Kraft Asset Management
Tennessee
$489K – – –
RA
588
RFG Advisory
Alabama
$486K -$43.5K -582 -8%
BIM
589
Breakwater Investment Management
Washington
$486K +$75.9K +1,016 +19%
WMWM
590
Wilkins Miller Wealth Management
Alabama
$486K +$486K +6,499 New
FRA
591
FFG Retirement Advisors
Colorado
$481K -$712K -9,526 -60%
PS
592
Principal Securities
Iowa
$481K +$300K +4,018 +167%
WWM
593
Western Wealth Management
Colorado
$477K -$1.96M -26,223 -80%
LSA
594
Lion Street Advisors
Texas
$476K +$57.2K +765 +14%
GSWM
595
Golden State Wealth Management
California
$476K +$476K +6,369 New
GWM
596
Greenwich Wealth Management
Connecticut
$476K +$18.7K +250 +4%
MWM
597
Maripau Wealth Management
Indiana
$476K +$476K +6,366 New
WFS
598
WealthGarden F.S.
California
$475K +$28.5K +382 +6%
AMBIA
599
Allen Mooney & Barnes Investment Advisors
Georgia
$472K -$48.6K -650 -9%
AA
600
Atmos Advisory
Pennsylvania
$472K +$472K +6,318 New
22 23
24
25 26