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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 %
Prudential Financial
926
Prudential Financial
New Jersey
– -$12.6M -160,986 Closed
RCS
927
Retirement Capital Strategies
California
– -$12.3M -156,657 Closed
Squarepoint
928
Squarepoint
New York
– -$8.69M -110,843 Closed
SF
929
SWP Financial
California
– -$7.8M -99,569 Closed
CWM
930
Connecticut Wealth Management
Connecticut
– -$5.83M -74,414 Closed
ACM
931
AlphaStar Capital Management
North Carolina
– -$2.05M -26,157 Closed
DAS
932
Dynamic Advisor Solutions
Arizona
– -$1.66M -21,233 Closed
VCP
933
Vista Capital Partners
Oregon
– -$1.04M -13,247 Closed
FA
934
FSA Advisors
Michigan
– -$546K -6,987 Closed
JSL
935
JT Stratford LLC
Georgia
– -$367K -4,683 Closed
HGERS
936
Householder Group Estate & Retirement Specialist
Arizona
– -$316K -4,042 Closed
SW
937
StrongBox Wealth
Missouri
– -$297K -3,789 Closed
CFFP
938
Center for Financial Planning
Michigan
– -$286K -3,650 Closed
PCM
939
Parsons Capital Management
Rhode Island
– -$269K -3,437 Closed
HB
940
HTLF Bank
Colorado
– -$256K -3,271 Closed
VFA
941
Valeo Financial Advisors
Indiana
– -$254K -3,244 Closed
LA
942
Latitude Advisors
Florida
– -$253K -3,234 Closed
MA
943
MKT Advisors
California
– -$232K -2,961 Closed
MSFS
944
Main Street Financial Solutions
Pennsylvania
– -$226K -2,885 Closed
MIM
945
Moseley Investment Management
Florida
– -$226K -2,880 Closed
CAG
946
Csenge Advisory Group
Florida
– -$212K -2,760 Closed
MIC
947
Meridian Investment Counsel
California
– -$216K -2,758 Closed
CICC
948
Capital Investment Counsel (Colorado)
Colorado
– -$213K -2,718 Closed
EP
949
Edgestream Partners
New Jersey
– -$212K -2,700 Closed
DCM
950
Dimension Capital Management
Florida
– -$209K -2,668 Closed
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