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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 %
HI
126
Human Investing
Oregon
$15.6M +$426K +5,699 +3%
PFBT
127
Parkside Financial Bank & Trust
Missouri
$15.3M +$2.05M +27,427 +15%
HWA
128
Heartwood Wealth Advisors
Virginia
$15.1M +$26.4K +353 +0.2%
MBT
129
Montecito Bank & Trust
California
$15.1M +$200K +2,673 +1%
P
130
&Partners
Tennessee
$14.7M +$1.89M +25,369 +15%
FMC
131
First Merchants Corp
Indiana
$14.6M +$1.07M +14,384 +8%
NC
132
NewSquare Capital
Pennsylvania
$14.4M +$427K +5,720 +3%
DC
133
Darrow Company
Massachusetts
$14.3M +$821K +10,988 +6%
HFS
134
Hoge Financial Services
Pennsylvania
$14.1M +$1.16M +15,491 +9%
PCWA
135
Pacific Capital Wealth Advisors
California
$14M +$3.6M +48,134 +35%
SL
136
Systelligence LLC
Minnesota
$13.8M +$13.8M +185,100 New
AF
137
Allworth Financial
California
$13.7M +$5.8M +77,539 +73%
KMWM
138
Keudell/Morrison Wealth Management
Oregon
$13.7M -$3.4M -45,473 -20%
ZF
139
Zhang Financial
Michigan
$13.6M +$12.8M +171,019 +1,623%
TPCW
140
TD Private Client Wealth
New York
$13.5M +$1.54M +20,571 +13%
KAS
141
Kestra Advisory Services
Texas
$13.2M +$1.45M +19,344 +12%
PCM
142
Penserra Capital Management
California
$13.2M -$24.1K -322 -0.2%
TWM
143
Tumwater Wealth Management
Idaho
$13.2M +$13.2M +176,017 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$13M +$3.19M +42,621 +32%
NA
145
NewEdge Advisors
Louisiana
$13M +$1.88M +25,188 +17%
CIG
146
CHB Investment Group
Pennsylvania
$12.7M +$483K +6,466 +4%
BC
147
Burney Company
Virginia
$12.5M -$1.63M -21,753 -11%
CF
148
Conquis Financial
California
$12.3M +$12.3M +164,806 New
CAM
149
Clark Asset Management
New Hampshire
$12.2M +$1.59M +21,263 +15%
KSWWM
150
Keyes Stange & Wooten Wealth Management
Florida
$12.1M +$1.51M +20,222 +14%
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