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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 %
NFG
751
Nations Financial Group
Iowa
$237K +$29K +388 +14%
CC
752
Commons Capital
Massachusetts
$237K +$237K +3,165 New
HGWM
753
Horst & Graben Wealth Management
Oregon
$236K +$2.99K +40 +1%
IWM
754
IHT Wealth Management
Illinois
$235K -$312K -4,180 -57%
ESB
755
Essex Savings Bank
Connecticut
$235K +$1.49K +20 +0.6%
AG
756
AmeriFlex Group
Nevada
$234K +$234K +3,118 New
ECA
757
Elevation Capital Advisory
Oregon
$234K -$32.1K -429 -12%
KFS
758
Kelly Financial Services
Massachusetts
$233K -$196K -2,618 -46%
NRI
759
NFP Retirement Inc
California
$233K +$2.69K +36 +1%
WS
760
Wela Strategies
Georgia
$232K -$535K -23,511 -70%
WANY
761
Wealthspire Advisors (New York)
New York
$231K -$27.5K -368 -11%
MC
762
Moors & Cabot
Massachusetts
$231K -$5.83K -78 -2%
AWM
763
Aegis Wealth Management
Maryland
$231K +$231K +3,091 New
VPF
764
Vantage Point Financial
Illinois
$230K +$230K +3,083 New
SWM
765
Sterling Wealth Management
Illinois
$230K -$15.9K -213 -6%
PWMG
766
Prestige Wealth Management Group
New Jersey
$230K +$190K +2,548 +480%
NCTC
767
New Covenant Trust Company
Indiana
$226K +$226K +3,025 New
O3W
768
Omni 360 Wealth
New Jersey
$226K -$18.8K -252 -8%
BEI
769
Benjamin Edwards Inc
Missouri
$225K -$9.86K -132 -4%
PFM
770
Potomac Fund Management
Florida
$225K +$225K +3,010 New
CS
771
Crescent Sterling
Louisiana
$224K -$114K -1,528 -34%
RPA
772
Redwood Park Advisors
California
$224K +$224K +3,000 New
BA
773
Brightwater Advisory
Florida
$223K +$2.84K +38 +1%
CIBC Private Wealth Group
774
CIBC Private Wealth Group
Georgia
$223K +$59.4K +798 +36%
FMWA
775
Forvis Mazars Wealth Advisors
Missouri
$222K -$132K -1,769 -37%
29 30
31
32 33