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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 %
GSWM
176
Greenup Street Wealth Management
Michigan
$9.34M -$4.14M -55,354 -31%
GAM
177
Gemmer Asset Management
California
$9.23M -$458K -6,129 -5%
AIP
178
Ameritas Investment Partners
Nebraska
$9.16M +$181K +2,425 +2%
GGS
179
Galvin Gaustad & Stein
Arizona
$9.03M +$76.3K +1,021 +0.9%
HA
180
Hanover Advisors
South Carolina
$8.82M -$786K -10,522 -8%
CWM
181
Cornerstone Wealth Management
Missouri
$8.74M +$2.77M +37,123 +46%
FPAS
182
Focus Partners Advisor Solutions
Missouri
$8.63M +$339K +4,539 +4%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$8.62M -$431K -5,768 -5%
William Blair & Company
184
William Blair & Company
Illinois
$8.52M +$157K +2,103 +2%
SWM
185
SigFig Wealth Management
California
$8.4M +$360K +4,817 +4%
APP
186
Avantax Planning Partners
Iowa
$8.39M -$240K -3,212 -3%
MSF
187
Mustard Seed Financial
Arkansas
$8.36M +$633K +8,468 +8%
EWM
188
Echo Wealth Management
Minnesota
$8.29M -$99.5K -1,331 -1%
AFP
189
Ausdal Financial Partners
Iowa
$8.21M +$6.45M +86,359 +367%
VCM
190
Verde Capital Management
Michigan
$8.12M +$237K +3,175 +3%
ACA
191
Aptus Capital Advisors
Alabama
$7.97M +$7.72M +103,263 +3,041%
NL
192
NWAM LLC
Washington
$7.87M +$129K +1,731 +2%
Charles Schwab
193
Charles Schwab
California
$7.84M -$290K -3,880 -4%
SF
194
Synovus Financial
Georgia
$7.68M -$5.65M -75,528 -42%
FWM
195
Fonville Wealth Management
Virginia
$7.67M +$901K +12,055 +13%
SA
196
Sanctuary Advisors
Indiana
$7.59M -$4.81M -63,904 -39%
SJGA
197
Stephen J. Garry & Associates
New York
$7.55M +$2.74M +36,673 +57%
KPWS
198
Kestra Private Wealth Services
Texas
$7.41M -$86.3K -1,155 -1%
CPA
199
Compass Planning Associates
Massachusetts
$7.4M +$7.4M +98,998 New
SIA
200
Sovereign Investment Advisors
Arizona
$7.34M +$78.4K +1,049 +1%
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