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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 %
DPI
201
Diversified Portfolios Inc
Michigan
$7.26M -$2.94M -39,329 -29%
ABC
202
Associated Banc-Corp
Wisconsin
$7.1M +$140K +1,869 +2%
SFP
203
Sterling Financial Planning
New Jersey
$7.04M -$76.2K -1,020 -1%
Principal Financial Group
204
Principal Financial Group
Iowa
$7.04M -$74.9K -1,002 -1%
CCM
205
Cambridge Capital Management
Illinois
$6.78M +$2.72M +36,458 +67%
HWM
206
Hohimer Wealth Management
Washington
$6.77M +$5.37M +71,833 +383%
SWA
207
Safir Wealth Advisors
New Hampshire
$6.62M +$94.3K +1,262 +1%
CWA
208
Clarity Wealth Advisors
California
$6.49M +$1.24M +16,528 +23%
CA
209
Continuum Advisory
Idaho
$6.46M +$253K +3,388 +4%
SA
210
Sunesis Advisors
Kansas
$6.45M +$1.25M +16,780 +24%
PWM
211
Parkworth Wealth Management
California
$6.44M +$6.44M +86,223 New
CWA
212
Consilium Wealth Advisory
Texas
$6.37M +$6.37M +85,293 New
CFGS
213
Concourse Financial Group Securities
Alabama
$6.34M +$572K +7,650 +10%
CIC
214
Cutler Investment Counsel
Oregon
$6.24M +$2.37M +31,653 +61%
PF
215
Parker Financial
Washington
$6.2M +$354K +4,742 +6%
PFP
216
Pinnacle Financial Partners
Tennessee
$6.13M +$539K +7,203 +10%
SCA
217
Snowden Capital Advisors
New York
$6.1M +$602K +8,056 +11%
BHWM
218
Bay Harbor Wealth Management
Maryland
$6.05M -$80K -1,070 -1%
JIC
219
Joel Isaacson & Co
New York
$6M +$1.19M +15,966 +25%
AWA
220
Amplius Wealth Advisors
Pennsylvania
$5.99M -$46M -615,920 -88%
VWM
221
VCI Wealth Management
Missouri
$5.96M +$2.74M +36,681 +85%
OFS
222
Orrstown Financial Services
Pennsylvania
$5.91M +$2.44M +32,655 +70%
DWP
223
Destiny Wealth Partners
Florida
$5.9M +$5.9M +78,955 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$5.87M +$727K +9,723 +14%
MOS
225
MGO One Seven
Ohio
$5.82M +$339K +4,532 +6%
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