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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
1.34%
New
136
Increased
443
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 %
TAM
826
Tucker Asset Management
Colorado
$97.1K +$69.3K +927 +249%
TAM
827
Townsend Asset Management
North Carolina
$88.2K +$23.8K +319 +37%
T
828
Transce3nd
Texas
$87.5K +$87.5K +1,170 New
MDA
829
Minot DeBlois Advisors
Massachusetts
$83.9K +$83.9K +1,123 New
EAM
830
Eukles Asset Management
Ohio
$82.7K +$66.5K +890 +412%
AWM
831
Abound Wealth Management
Tennessee
$80.9K +$1.05K +14 +1%
NP
832
NorthRock Partners
Minnesota
$80K +$75K +1,004 +1,521%
HIA
833
Harbor Investment Advisory
Maryland
$77.1K – – –
MCA
834
Midwest Capital Advisors
Michigan
$73.6K +$73.6K +985 New
CMA
835
Cedar Mountain Advisors
Oregon
$71.5K +$69.7K +933 +3,888%
SWM
836
Sugarloaf Wealth Management
Georgia
$69.3K -$7.77K -104 -10%
CAS
837
Coppell Advisory Solutions
Texas
$66.9K +$13.2K +176 +25%
BIA
838
Bell Investment Advisors
California
$58.4K – – –
RWM
839
Rialto Wealth Management
New York
$56.6K +$56.6K +758 New
CIA
840
Cape Investment Advisory
Georgia
$55.9K +$18.1K +242 +48%
HC
841
Hurley Capital
New York
$55.3K +$55.3K +741 New
PSFG
842
Park Square Financial Group
Georgia
$51.1K +$51.1K +683 New
FCG
843
Financial Connections Group
California
$50K +$12.1K +165 +32%
SC
844
SouthState Corp
Florida
$47.1K – – –
AAG
845
Armstrong Advisory Group
Massachusetts
$45.6K – – –
NSIM
846
North Star Investment Management
Illinois
$45.3K +$597 +8 +1%
NFSG
847
Newbridge Financial Services Group
Florida
$44.8K +$44.8K +600 New
HR
848
Howe & Rusling
New York
$43.6K +$2.39K +32 +6%
PP
849
Pacifica Partners
Canada
$41.4K – – –
FFA
850
Founders Financial Alliance
North Carolina
$40.8K -$2.17K -29 -5%
32 33
34
35 36