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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 %
MWG
726
Martin Worley Group
Utah
$263K +$263K +3,525 New
BCA
727
Bay Capital Advisors
Virginia
$261K +$261K +3,493 New
MCC
728
Money Concepts Capital
Florida
$260K +$43K +575 +20%
VAG
729
VisionPoint Advisory Group
Texas
$260K -$25.1K -336 -9%
SAM
730
S.A. Mason
Michigan
$259K – – –
XT
731
XTX Topco
Cayman Islands
$259K +$259K +3,464 New
SIA
732
Soltis Investment Advisors
Utah
$257K -$6.13K -82 -2%
MCCP
733
Mission Creek Capital Partners
California
$256K +$523 +7 +0.2%
MWA
734
Martel Wealth Advisors
Washington
$255K -$17.3K -232 -6%
AssetMark Inc
735
AssetMark Inc
California
$255K -$11.1K -148 -4%
BFPW
736
BOK Financial Private Wealth
Colorado
$253K +$253K +3,382 New
PFA
737
Professional Financial Advisors
Nebraska
$252K +$3.74K +50 +2%
MFIM
738
Mesirow Financial Investment Management
Illinois
$252K – – –
WAM
739
Walker Asset Management
Missouri
$251K +$3.06K +41 +1%
CA
740
Clearstead Advisors
Ohio
$251K +$2.47K +33 +1%
SNPAM
741
St. Nicholas Private Asset Management
Florida
$249K +$249K +3,337 New
BMWS
742
Brady Martz Wealth Solutions
North Dakota
$247K +$247K +3,349 New
CSPIA
743
Cary Street Partners Investment Advisory
Virginia
$247K -$40.1M -536,455 -99%
RFP
744
RCS Financial Planning
Maryland
$247K +$247K +3,304 New
TCA
745
Transcend Capital Advisors
New Jersey
$245K – – –
Franklin Resources
746
Franklin Resources
California
$244K -$96.5K -1,291 -28%
SFC
747
Swisher Financial Concepts
Ohio
$244K -$88K -1,177 -27%
VFPW
748
Vantage Financial Partners (Wisconsin)
Wisconsin
$241K -$83.6K -1,119 -26%
IAG
749
Investment Advisory Group
Massachusetts
$239K – – –
SKK
750
Shepherd Kaplan Krochuk
Massachusetts
$239K – – –
28 29
30
31 32