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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.

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
1.35%
New
136
Increased
443
Reduced
250
Closed
43
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$4.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$916M
2
EWA
2
EP Wealth Advisors
California
$342M
3
Raymond James Financial
3
Raymond James Financial
Florida
$104M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.02B
5
WL
5
WIT LLC
District of Columbia
$53.8M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$5.99M
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$247K
3
OFP
3
OLIO Financial Planning
Virginia
$4.34M
4
JSA
4
Jacobson & Schmitt Advisors
Wisconsin
$271K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B 16,853,798 -56,386 -0.3%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.02B 13,622 +1,336 +11%
Wells Fargo
3
Wells Fargo
California
$916M 12,256,214 +4,525,993 +59%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$621M 8,304,286 +552,999 +7%
Goldman Sachs
5
Goldman Sachs
New York
$578M 7,731,180 +353,897 +5%
Bank of America
6
Bank of America
North Carolina
$469M 6,275,941 +67,726 +1%
Morgan Stanley
7
Morgan Stanley
New York
$452M 6,054,031 +184,683 +3%
EWA
8
EP Wealth Advisors
California
$342M 4,575,308 +1,537,319 +51%
LPL Financial
9
LPL Financial
California
$339M 4,536,942 +668,720 +17%
TLFA
10
True Link Financial Advisors
California
$295M 3,952,928 +245,701 +7%
Ameriprise
11
Ameriprise
Minnesota
$283M 3,785,314 +137,588 +4%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$239M 3,201,780 +165,797 +5%
MG
13
Mather Group
Illinois
$217M 2,909,578 +194,263 +7%
UCFA
14
United Capital Financial Advisors
Texas
$199M 2,666,492 +63,765 +2%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$167M 2,240,007 +85,134 +4%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$162M 2,162,753 +262,004 +14%
LNC
17
Lincoln National Corp
Pennsylvania
$149M 1,994,238 +117,562 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$145M 2,596,169 +930,589 +56%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$134M 1,796,465 +78,672 +5%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$128M 1,708,551 +98,206 +6%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$126M 1,690,417 -169,121 -9%
Mariner
22
Mariner
Kansas
$117M 1,571,454 +31,800 +2%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$113M 1,508,819 +112,638 +8%
RIA
24
Retirement Investment Advisors
Oklahoma
$108M 1,438,817 +63,076 +5%
DDSF
25
Diana Davis Spencer Foundation
Maryland
$107M 1,426,000 – –
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