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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 %
NEAM
901
New England Asset Management
Connecticut
$5.61K – – –
CWP
902
Concord Wealth Partners
Virginia
$5.53K – – –
RS
903
Rakuten Securities
Japan
$5.01K +$448 +6 +10%
GWANC
904
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.93K – – –
SIM
905
Synergy Investment Management
Florida
$4.78K +$4.78K +64 New
LC
906
Lindbrook Capital
California
$4.71K – – –
MCM
907
Manchester Capital Management
Vermont
$4.48K – – –
CAWM
908
Capital A Wealth Management
Pennsylvania
$4.48K +$4.48K +60 New
FWM
909
FSA Wealth Management
Massachusetts
$4.43K – – –
VWM
910
Venturi Wealth Management
Texas
$4.3K -$1.59K -21 -27%
C
911
Covestor
United Kingdom
$4K +$2.43K +31 +155%
FS
912
Financially Speaking
Colorado
$3.81K +$3.81K +51 New
LB
913
Legacy Bridge
Iowa
$3.74K – – –
TSMHT
914
Thurston Springer Miller Herd & Titak
Indiana
$3.19K – – –
CFP
915
Comprehensive Financial Planning
Pennsylvania
$2.77K +$2.77K +37 New
PPA
916
Painted Porch Advisors
California
$1.87K -$8.22K -110 -81%
KFI
917
Key Financial Inc
Pennsylvania
$1.79K – – –
TLA
918
Tanglewood Legacy Advisors
Texas
$1.72K – – –
SIS
919
Sound Income Strategies
Florida
$1.64K +$1.64K +22 New
PMFA
920
Plante Moran Financial Advisors
Michigan
$1.42K +$1.42K +19 New
NS
921
NBC Securities
Alabama
$879 -$936K -11,710 -100%
GM
922
GeoWealth Management
Illinois
$822 -$46.5K -622 -98%
FDCDDQ
923
Federation des caisses Desjardins du Quebec
Quebec, Canada
$448 – – –
SFC
924
SYM Financial Corp
Indiana
$299 +$299 +4 New
ICM
925
Islay Capital Management
Texas
$224 – – –
35 36
37
38 39