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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 %
AFG
701
Atomi Financial Group
New York
$293K -$140K -1,870 -32%
WAM
702
WNY Asset Management
New York
$291K -$74.7K -1,000 -20%
GRA
703
Golden Road Advisors
Florida
$291K -$526K -7,035 -64%
CWS
704
Cypress Wealth Services
California
$290K -$224 -3 -0.1%
SWM
705
SeaCrest Wealth Management
New York
$286K +$26.9K +360 +10%
FBB
706
Fulton Breakefield Broenniman
Maryland
$285K – – –
SHGA
707
Sand Hill Global Advisors
California
$284K – – –
HWA
708
HHM Wealth Advisors
Tennessee
$283K -$137K -1,836 -33%
AFAS
709
Acorn Financial Advisory Services
Virginia
$280K +$280K +3,753 New
AWMNY
710
Arcadia Wealth Management (New York)
New York
$280K +$280K +3,743 New
GIA
711
Gladstone Institutional Advisory
Florida
$278K +$2.39K +32 +0.9%
MECA
712
Miller Equity Capital Advisors
Texas
$277K +$1.87K +25 +0.7%
DWAM
713
Duncan Williams Asset Management
Tennessee
$276K -$279K -3,731 -50%
TA
714
TrueWealth Advisors
Alabama
$275K +$8.74K +117 +3%
FWM
715
Foguth Wealth Management
Michigan
$275K +$275K +3,677 New
CAG
716
Crestwood Advisors Group
Massachusetts
$275K +$275K +3,675 New
JWCA
717
J.W. Coons Advisors
Ohio
$274K – – –
JCM
718
Jacobi Capital Management
Pennsylvania
$271K +$1.64K +22 +0.6%
JSA
719
Jacobson & Schmitt Advisors
Wisconsin
$271K -$17.1M -228,966 -98%
MAWCM
720
Mine & Arao Wealth Creation & Management
California
$270K -$71.4K -955 -21%
WDC
721
Woodward Diversified Capital
California
$269K +$43.9K +587 +19%
FWMP
722
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$267K +$267K +3,568 New
RLWM
723
RF&L Wealth Management
Massachusetts
$266K -$12.7K -170 -5%
TC
724
TAGStone Capital
North Carolina
$265K +$3.37K +45 +1%
BlackRock
725
BlackRock
New York
$265K +$264K +3,527 +25,193%
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