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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 %
PB
801
Pinnacle Bancorp
Nebraska
$181K +$30.3K +405 +20%
WSFS
802
Wilmington Savings Fund Society
Delaware
$172K – – –
SIC
803
Salem Investment Counselors
North Carolina
$171K +$1.35K +18 +0.8%
TCPW
804
Twin City Private Wealth
North Carolina
$165K -$98.1K -1,313 -37%
UCB
805
United Community Bank
South Carolina
$165K -$77.3K -1,035 -32%
SWA
806
SOA Wealth Advisors
New York
$165K +$88.4K +1,183 +116%
CT
807
Colonial Trust
South Carolina
$163K -$33.7K -451 -17%
SS
808
SBI Securities
Japan
$160K +$160K +2,136 New
RCM
809
Raleigh Capital Management
North Carolina
$158K -$448 -6 -0.3%
RFS
810
Richardson Financial Services
Massachusetts
$152K -$142K -1,900 -48%
PTC
811
Private Trust Company
Ohio
$147K -$86.8K -1,162 -37%
GWM
812
Guardian Wealth Management
Illinois
$138K -$10.8K -144 -7%
MIA
813
MeadowBrook Investment Advisors
Michigan
$136K +$136K +1,825 New
WPA
814
West Paces Advisors
Georgia
$136K -$5.98K -80 -4%
AWM
815
Accredited Wealth Management
Kentucky
$130K +$130K +1,735 New
LIS
816
Legacy Investment Solutions
Idaho
$123K +$3.91K +52 +3%
LWMI
817
Legacy Wealth Management (Idaho)
Idaho
$123K +$3.91K +52 +3%
BCWM
818
Bartlett & Co Wealth Management
Ohio
$123K -$1.87K -25 -2%
CBT
819
Crews Bank & Trust
Florida
$117K +$117K +1,568 New
SIS
820
Strategic Investment Solutions
Illinois
$114K – – –
KPP
821
Kings Path Partners
Texas
$109K +$33.2K +444 +44%
AF
822
Advisornet Financial
Minnesota
$104K -$78K -1,044 -43%
RWPA
823
Richard W. Paul & Associates
Michigan
$99.2K +$8.59K +115 +9%
RFG
824
REAP Financial Group
Texas
$98.3K -$448 -6 -0.5%
SSB
825
Sandy Spring Bank
Maryland
$98K -$1.79K -24 -2%
31 32
33
34 35