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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 %
KeyBank National Association
601
KeyBank National Association
Ohio
$472K +$472K +6,310 New
KCM
602
Kanawha Capital Management
Virginia
$471K +$3.96K +53 +0.8%
EWM
603
Elevatus Welath Management
New York
$470K +$470K +6,295 New
BONH
604
Bank of New Hampshire
New Hampshire
$470K -$7.47K -100 -2%
TCM
605
TD Capital Management
Tennessee
$467K +$467K +6,243 New
JIP
606
Jaffetilchin Investment Partners
Florida
$465K -$1.19M -15,972 -72%
SLG
607
Stanley-Laman Group
Pennsylvania
$464K +$72.7K +906 +19%
FIA
608
Foundations Investment Advisors
Arizona
$464K -$56.2K -752 -11%
ACM
609
Alamar Capital Management
California
$464K – – –
WIP
610
WealthCare Investment Partners
Rhode Island
$462K +$16.7K +224 +4%
BPA
611
Beacon Pointe Advisors
California
$456K +$456K +6,102 New
CL
612
Choreo LLC
Illinois
$455K +$13.6K +182 +3%
SWIM
613
Smallwood Wealth Investment Management
New Jersey
$451K -$2.53M -33,790 -85%
GWP
614
Gateway Wealth Partners
Wisconsin
$450K -$19.1K -255 -4%
TPW
615
Talon Private Wealth
Florida
$447K +$246K +3,285 +122%
BWL
616
Bogart Wealth LLC
Virginia
$447K +$64.6K +865 +17%
HBT
617
Hills Bank & Trust
Iowa
$443K +$443K +5,933 New
RA
618
RoundAngle Advisors
New Jersey
$443K +$443K +5,930 New
RCM
619
Radnor Capital Management
Pennsylvania
$442K – – –
MJRIC
620
Mogy Joel R Investment Counsel
California
$441K – – –
TNBTD
621
Trustmark National Bank Trust Department
Mississippi
$433K – – –
CD
622
Chapin Davis
Maryland
$433K – – –
TF
623
TME Financial
California
$432K +$432K +5,517 New
BWS
624
Broadway Wealth Solutions
Texas
$420K +$420K +5,618 New
ALWM
625
Andrews Lucia Wealth Management
California
$419K +$392 +5 +0.1%
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