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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 %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$12M +$8.17M +109,352 +216%
AI
152
Atria Investments
North Carolina
$11.8M -$818K -10,942 -6%
FA
153
FC Advisory
Pennsylvania
$11.5M +$425K +5,685 +4%
Lido Advisors
154
Lido Advisors
California
$11.2M +$10.2M +136,422 +992%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$11.1M -$2.28M -30,517 -17%
AAM
156
Austin Asset Management
Texas
$11.1M +$729K +9,761 +7%
SLWA
157
San Luis Wealth Advisors
California
$10.8M +$101K +1,345 +0.9%
CSB
158
City State Bank
Iowa
$10.7M +$939K +12,563 +10%
M&T Bank
159
M&T Bank
New York
$10.6M +$171K +2,286 +2%
AMG
160
Asset Management Group
Connecticut
$10.5M -$934K -12,497 -8%
AAS
161
Avantax Advisory Services
Texas
$10.5M -$6.57M -87,958 -39%
THL
162
Tillman Hartley LLC
Colorado
$10.5M +$100K +1,340 +1%
WIA
163
World Investment Advisors
California
$10.3M +$9.04M +121,019 +693%
PFM
164
Phillips Financial Management
Indiana
$10.3M -$3.81M -50,976 -27%
MA
165
MBA Advisors
Pennsylvania
$10.3M -$64K -857 -0.6%
EWA
166
EverSource Wealth Advisors
Alabama
$10.1M +$2.75M +36,807 +37%
FFG
167
Fiduciary Financial Group
California
$10.1M +$698K +9,445 +7%
SC
168
Stephenson & Company
California
$10.1M +$237K +3,171 +2%
SPC
169
Sigma Planning Corp
Michigan
$9.94M -$1.53M -20,453 -13%
DC
170
Davenport & Co
Virginia
$9.93M +$240K +3,218 +2%
MPW
171
MA Private Wealth
California
$9.69M +$106K +1,413 +1%
NCM
172
Neumann Capital Management
California
$9.61M +$1.73M +23,211 +22%
BF
173
BOK Financial
Oklahoma
$9.45M +$676K +9,141 +8%
BCM
174
Brookstone Capital Management
Illinois
$9.42M +$1.02M +13,651 +12%
TFP
175
TrueWealth Financial Partners
Washington
$9.39M +$87.4K +1,169 +0.9%
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