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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

923 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, 443 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
+73
Holders Change %
+8.59%
% of All Funds
12.29%
Holding in Top 10
101
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.88%
% of All Funds
1.35%
New
136
Increased
443
Reduced
250
Closed
43
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$4.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$916M
2
EWA
2
EP Wealth Advisors
California
$342M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.02B
4
WL
4
WIT LLC
District of Columbia
$53.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$145M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$5.99M
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$247K
3
OFP
3
OLIO Financial Planning
Virginia
$4.34M
4
JSA
4
Jacobson & Schmitt Advisors
Wisconsin
$271K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
51
Francis Financial
$39.4M +$2.36M +31,636 +6%
VFP
52
Verus Financial Partners
Virginia
$39.2M +$426K +5,763 +1%
DWS
53
Discipline Wealth Solutions
South Carolina
$37.6M +$3.19M +42,643 +9%
MWM
54
Modera Wealth Management
New Jersey
$36.5M -$105K -1,409 -0.3%
FPTW
55
Franklin, Parlapiano, Turner & Welch
Texas
$36.1M +$578K +7,731 +2%
WCWM
56
Willow Creek Wealth Management
California
$35.3M +$2.42M +32,374 +7%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$34.6M +$575K +7,699 +2%
CPG
58
Cornerstone Planning Group
New Jersey
$34.5M +$19.8M +262,804 +135%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$34.4M +$1.5M +20,103 +5%
FFA
60
Farther Finance Advisors
California
$34.3M +$3.96M +53,017 +13%
HighTower Advisors
61
HighTower Advisors
Illinois
$32.9M +$1.62M +21,736 +5%
CFS
62
Cannon Financial Strategists
Georgia
$32M +$2.07M +27,666 +7%
SA
63
Seneschal Advisors
Washington
$32M +$32M +428,377 New
Financial Engines Advisors
64
Financial Engines Advisors
California
$31.9M +$13M +174,116 +69%
MFT
65
Moisand Fitzgerald Tamayo
Florida
$31.5M +$1.47M +19,665 +5%
Stifel Financial
66
Stifel Financial
Missouri
$31.5M +$433K +5,797 +1%
BWA
67
Burt Wealth Advisors
Maryland
$31M +$2.52M +33,745 +9%
CWC
68
Carolinas Wealth Consulting
North Carolina
$30.3M -$125K -1,679 -0.4%
FCI
69
Financial Counselors Inc
Kansas
$30.1M +$11.4M +152,235 +61%
CFG
70
Cooper Financial Group
California
$29.9M +$2.77M +37,051 +10%
B
71
BetterWealth
California
$29.7M +$29.7M +396,971 New
AWS
72
Atria Wealth Solutions
New York
$29.5M +$3.26M +43,593 +12%
AWM
73
Avior Wealth Management
Nebraska
$29.5M +$1.34M +17,888 +5%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$28.4M -$2.66M -35,535 -9%
MHR
75
Matthew Hamilton Rosenberg
$28.3M +$997K +13,339 +4%
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3
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