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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 %
QWP
651
Quotient Wealth Partners
Texas
$359K -$97.7K -1,308 -21%
LT
652
Legacy Trust
Michigan
$357K -$280K -3,750 -44%
SWG
653
Summit Wealth Group
Vermont
$357K -$77.8K -1,042 -18%
OWA
654
Opal Wealth Advisors
New York
$356K -$19.3K -258 -5%
RIM
655
Redwood Investment Management
Arizona
$356K -$11.5K -154 -3%
EE
656
EWG Elevate
California
$352K +$30.7K +411 +10%
WF
657
WoodTrust Financial
Wisconsin
$352K +$112K +1,492 +46%
PCG
658
Prosperity Consulting Group
Maryland
$351K +$5.9K +79 +2%
PA
659
Parallel Advisors
California
$350K -$82.6K -1,105 -19%
AWA
660
Arbor Wealth Advisors
Michigan
$349K +$25.9K +347 +8%
SMC
661
Smith, Moore & Co
Missouri
$348K +$42.4K +567 +14%
GC
662
GFG Capital
Florida
$345K – – –
BST
663
Bath Savings Trust
Maine
$344K +$57.1K +764 +20%
TA
664
TFB Advisors
Kansas
$343K +$125K +1,671 +57%
IA
665
IFG Advisory
Georgia
$342K +$342K +4,575 New
EFP
666
EnRich Financial Partners
Wisconsin
$339K +$2.17K +29 +0.6%
NW
667
NewEdge Wealth
Pennsylvania
$338K -$107K -1,428 -24%
GS
668
GWN Securities
Florida
$338K +$338K +4,520 New
LIM
669
Loudon Investment Management
New Hampshire
$337K +$79.3K +1,061 +31%
BFC
670
Bedel Financial Consulting
Indiana
$337K +$114K +1,516 +51%
FPCG
671
Forum Private Client Group
Indiana
$336K -$1.57K -21 -0.5%
Tudor Investment Corp
672
Tudor Investment Corp
Connecticut
$336K +$336K +4,493 New
FNWM
673
Financial Network Wealth Management
Utah
$335K -$224 -3 -0.1%
OC
674
Optima Capital
Oregon
$332K +$332K +4,439 New
CFAM
675
Center For Asset Management
Florida
$331K -$1.5K -20 -0.4%
25 26
27
28 29