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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 %
DSC
626
Duncker Streett & Co
Missouri
$419K -$415K -5,554 -50%
ML
627
McAdam LLC
Pennsylvania
$418K -$23.7K -317 -5%
CAAS
628
Capital Asset Advisory Services
Michigan
$416K – – –
TNB
629
Thomasville National Bank
Georgia
$415K -$475K -6,360 -53%
NG
630
Northstar Group
New York
$414K -$41.1K -550 -9%
LFASL
631
Lugano Financial Advisors SA (LFA)
Switzerland
$409K -$687K -9,195 -63%
BGAI
632
Bruce G. Allen Investments
Colorado
$407K +$5.23K +70 +1%
PMG
633
Private Management Group
California
$407K – – –
ITIM
634
Indiana Trust & Investment Management
Indiana
$396K – – –
GC
635
Guidance Capital
Kentucky
$395K +$27.1K +363 +7%
SWM
636
SilverOak Wealth Management
Minnesota
$390K -$27.3K -365 -7%
PAG
637
Poinciana Advisors Group
Florida
$387K +$387K +5,184 New
DP
638
Dearborn Partners
Illinois
$386K -$6.28K -84 -2%
LIWM
639
Long Island Wealth Management
New York
$384K -$192K -2,563 -33%
SC
640
Savant Capital
Illinois
$383K -$17K -228 -4%
AA
641
Ancora Advisors
Ohio
$381K -$59.3K -794 -13%
SEIA
642
Signature Estate & Investment Advisors
California
$380K +$17.4K +233 +5%
QC
643
Quadrature Capital
United Kingdom
$376K +$376K +5,028 New
USCWA
644
U.S. Capital Wealth Advisors
Texas
$375K +$175K +2,348 +88%
FA
645
Flagstar Advisors
New York
$369K +$4.19K +56 +1%
MS
646
Madden Securities
Texas
$368K +$25.6K +343 +7%
FFWA
647
Forthright Family Wealth Advisory
Texas
$364K -$17.2K -230 -5%
CAG
648
Compass Advisory Group
New York
$363K -$51.8K -693 -12%
LGA
649
Lebenthal Global Advisors
New York
$361K +$34.5K +461 +11%
WCM
650
WealthTrak Capital Management
Virginia
$360K +$360K +4,811 New
24 25
26
27 28