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

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$5.99M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
$247K
3
OFP
OLIO Financial Planning
Virginia
$4.34M
4
JSA
Jacobson & Schmitt Advisors
Wisconsin
$271K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
776
HF Advisory Group
Maryland
$222K +$11.7K +157 +6%
CAM
777
Cresset Asset Management
Illinois
$222K -$971 -13 -0.4%
FA
778
Fermata Advisors
California
$220K -$6.58K -88 -3%
AA
779
Alesco Advisors
New York
$215K -$2.02K -27 -0.9%
EFG
780
Elm3 Financial Group
Georgia
$214K +$214K +2,870 New
Legacy Financial Group (Iowa)
781
Legacy Financial Group (Iowa)
Iowa
$213K +$213K +2,850 New
AC
782
Addison Capital
Pennsylvania
$213K -$12K -160 -5%
SF
783
Symphony Financial
Texas
$212K – – –
SS
784
Sunbelt Securities
Texas
$211K -$82.7K -1,105 -28%
SFWC
785
Strategic Family Wealth Counselors
New Jersey
$211K +$211K +2,818 New
TCG
786
Transcendent Capital Group
Oklahoma
$210K – – –
BCM
787
Blume Capital Management
California
$209K – – –
CB
788
Commerce Bank
Missouri
$207K – – –
AA
789
Armis Advisers
Georgia
$206K +$206K +2,757 New
AIC
790
Archer Investment Corporation
Indiana
$204K -$8.45K -113 -4%
RPC
791
Rossmore Private Capital
Connecticut
$203K +$203K +2,716 New
LEFP
792
Leading Edge Financial Planning
Tennessee
$202K +$202K +2,700 New
WA
793
WBH Advisory
Maryland
$201K -$6.13K -82 -3%
SWP
794
Summit Wealth Partners
Florida
$201K – – –
OWA
795
Octavia Wealth Advisors
Ohio
$200K – – –
BWM
796
BNC Wealth Management
Oregon
$200K +$200K +2,679 New
LJHT
797
Laurie J. Hall Trustee
$200K – – –
EWA
798
Elevate Wealth Advisory
Georgia
$196K – – –
OC
799
Oarsman Capital
Wisconsin
$195K +$25.7K +344 +15%
KIM
800
Kestra Investment Management
Texas
$187K +$187K +2,496 New
30 31
32
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