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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 %
MHWM
676
Montz Harcus Wealth Management
Louisiana
$331K -$24.1K -323 -7%
Fisher Asset Management
677
Fisher Asset Management
Washington
$330K +$136K +1,815 +70%
HT
678
Headlands Technologies
Illinois
$330K +$330K +4,415 New
GWCM
679
Godshalk Welsh Capital Management
Pennsylvania
$328K +$15.5K +207 +5%
VW
680
Vance Wealth
California
$328K -$374 -5 -0.1%
TC
681
Trilogy Capital
California
$327K +$3.14K +42 +1%
Qube Research & Technologies (QRT)
682
Qube Research & Technologies (QRT)
United Kingdom
$327K -$444K -5,935 -58%
GC
683
Gibson Capital
Pennsylvania
$326K – – –
GC
684
Grimes & Company
Massachusetts
$321K -$4.86K -65 -1%
WB
685
WesBanco Bank
West Virginia
$316K -$186K -2,485 -37%
CJ
686
Caitlin John
Michigan
$315K – – –
SWRP
687
Summit Wealth & Retirement Planning
California
$312K -$193K -2,583 -38%
AIM
688
Anchor Investment Management
South Carolina
$311K – – –
LG
689
LaFleur & Godfrey
Michigan
$311K +$14.8K +198 +5%
DCBT
690
Dakota Community Bank & Trust
North Dakota
$311K +$311K +4,161 New
EWA
691
Etesian Wealth Advisors
Oregon
$307K -$43.7K -585 -12%
PIA
692
Panoramic Investment Advisors
Colorado
$306K – – –
AF
693
Apexium Financial
Texas
$305K +$374 +5 +0.1%
LWM
694
Liberty Wealth Management
California
$303K +$3.51K +47 +1%
PAS
695
PKS Advisory Services
New York
$299K +$299K +3,997 New
RWA
696
Redhawk Wealth Advisors
Minnesota
$297K +$53.4K +714 +22%
BOJHT
697
Bank of Jackson Hole Trust
Wyoming
$297K +$297K +3,970 New
MAS
698
MPWM Advisory Solutions
Georgia
$297K +$297K +3,969 New
FLA
699
Financial Life Advisors
Texas
$296K – – –
CAWM
700
Capital Advisors Wealth Management
Washington
$293K +$48.1K +644 +20%
26 27
28
29 30