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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 %
Q1WB
876
Quest 10 Wealth Builders
Virginia
$15.6K +$15.6K +209 New
CFO
877
Colony Family Offices
North Carolina
$14.9K – – –
VWWMG
878
Vermillion & White Wealth Management Group
Pennsylvania
$14.9K – – –
HFS
879
Hopwood Financial Services
Virginia
$14.1K +$14.1K +189 New
CFO
880
CVA Family Office
Colorado
$13.5K – – –
FMII
881
Farmers & Merchants Investments Inc
Nebraska
$13.2K – – –
WCM
882
Winthrop Capital Management
Indiana
$13K +$13K +178 New
BTI
883
Blue Trust Inc
Georgia
$12.8K -$17.3K -231 -57%
IWM
884
IMG Wealth Management
Florida
$11.5K +$11.5K +154 New
VNA
885
Valley National Advisers
Pennsylvania
$11K – – –
MLA
886
MB, Levis & Associates
Pennsylvania
$10.1K +$74 +1 +0.7%
CIAS
887
CBIZ Investment Advisory Services
Ohio
$9.49K +$9.49K +127 New
WP
888
WealthShield Partners
North Carolina
$9.42K – – –
HDIM
889
Hanson & Doremus Investment Management
Vermont
$9K +$148 +2 +2%
ME
890
McIlrath & Eck
Washington
$8.74K – – –
OPTFSNA
891
Old Point Trust & Financial Services N A
Virginia
$8.3K +$8.3K +111 New
FLP
892
Financial Life Planners
Arizona
$7.84K +$7.84K +105 New
SL
893
Salomon & Ludwin
Virginia
$7.77K -$448 -6 -5%
CIAS
894
Capital Investment Advisory Services
North Carolina
$7.77K +$1.12K +15 +17%
MFC
895
Morris Financial Concepts
South Carolina
$6.88K – – –
CSC
896
Caldwell Sutter Capital
California
$6.73K – – –
EB
897
Eastern Bank
Massachusetts
$6.58K +$6.58K +88 New
IRC
898
Investors Research Corp
Georgia
$6.28K – – –
TRCT
899
Tower Research Capital (TRC)
New York
$5.75K – – –
FGC
900
Financial Gravity Companies
Texas
$5.71K +$301 +4 +6%
34 35
36
37 38