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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

819 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 312 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+102
Holders Change %
+14.23%
% of All Funds
12.01%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
150
Increased
312
Reduced
292
Closed
41
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$920M
2
Morgan Stanley
Morgan Stanley
New York
$788M
3
Bank of America
Bank of America
North Carolina
$540M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$71.7M
5
TLFA
True Link Financial Advisors
California
$152M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$196M
2
LWM
Liberty Wealth Management
California
$261K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
4
MFG
Merit Financial Group
Georgia
$3.72M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
251
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.85M +$3.78M +49,524 +5,590%
OFS
252
Orrstown Financial Services
Pennsylvania
$3.8M +$3.8M +49,687 New
MFG
253
Merit Financial Group
Georgia
$3.72M -$70.9M -928,053 -95%
Brown Advisory
254
Brown Advisory
Maryland
$3.69M +$44.5K +582 +1%
GHA
255
Granite Harbor Advisors
Texas
$3.69M +$87.8K +1,150 +2%
CCA
256
Clarity Capital Advisors
Florida
$3.66M +$3.66M +47,925 New
SFG
257
Sovereign Financial Group
Connecticut
$3.6M -$242K -3,163 -6%
AAP
258
Arax Advisory Partners
Colorado
$3.44M -$17.2K -225 -0.5%
CIC
259
Cutler Investment Counsel
Oregon
$3.44M -$1.33M -17,470 -28%
TI
260
Truepoint Inc
Ohio
$3.42M +$390K +5,112 +13%
WS
261
Wela Strategies
Georgia
$3.41M -$32.8K -429 -1%
SWIM
262
Smallwood Wealth Investment Management
New Jersey
$3.41M -$75.8K -992 -2%
BBA
263
BLB&B Advisors
Pennsylvania
$3.39M +$1.19M +15,576 +54%
IA
264
IFG Advisors
Missouri
$3.37M +$640K +8,379 +23%
Bessemer Group
265
Bessemer Group
New Jersey
$3.35M -$664K -8,695 -17%
IAN
266
Integrated Advisors Network
Texas
$3.34M -$96.8K -1,267 -3%
AA
267
Advisory Alpha
Michigan
$3.32M -$29.6K -387 -0.9%
DADC
268
D.A. Davidson & Co
Montana
$3.29M +$1.84M +24,046 +127%
LFP
269
Leeward Financial Partners
Washington
$3.25M +$197K +2,583 +6%
HWMG
270
Hurlow Wealth Management Group
Indiana
$3.25M +$195K +2,550 +6%
PWS
271
Physician Wealth Solutions
Nevada
$3.22M +$3.22M +42,200 New
WFPG
272
Waller Financial Planning Group
Ohio
$3.21M +$106K +1,385 +3%
ACM
273
Arcataur Capital Management
Wisconsin
$3.19M -$469K -6,135 -13%
ACP
274
Aveo Capital Partners
Colorado
$3.11M -$1.31M -17,206 -30%
MSF
275
Mustard Seed Financial
Arkansas
$3.09M +$3.09M +40,405 New
9 10
11
12 13