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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 %
TFA
301
Tranquilli Financial Advisor
New Jersey
$2.45M +$2.45M +32,045 New
BFO
302
Boston Family Office
Massachusetts
$2.44M +$1.67M +21,811 +216%
OMC
303
Old Mission Capital
Illinois
$2.44M -$706K -9,249 -22%
TPWA
304
TRUE Private Wealth Advisors
Oregon
$2.42M -$2.7M -35,343 -53%
VWM
305
VCI Wealth Management
Missouri
$2.39M +$2.39M +31,303 New
SAM
306
SignalPoint Asset Management
Missouri
$2.39M -$444K -5,812 -16%
BTIM
307
BancFirst Trust & Investment Management
Oklahoma
$2.37M -$47K -614 -2%
AFAS
308
Acorn Financial Advisory Services
Virginia
$2.36M -$50K -661 -2%
CISOA
309
Capital Investment Services of America
Wisconsin
$2.3M -$96.2K -1,260 -4%
MIA
310
Milestone Investment Advisors
Wisconsin
$2.29M +$2.27M +29,730 +9,590%
BOH
311
Bank of Hawaii
Hawaii
$2.29M +$71.1K +931 +3%
AWMNH
312
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.28M +$187K +2,445 +9%
Pathstone Holdings
313
Pathstone Holdings
New Jersey
$2.28M +$2.28M +29,807 New
AP
314
Adero Partners
California
$2.27M -$118K -1,547 -5%
PFS
315
Prospera Financial Services
Texas
$2.25M +$708K +9,268 +46%
BP
316
Ballentine Partners
Massachusetts
$2.25M -$34K -445 -1%
PIFP
317
Partners in Financial Planning
Virginia
$2.25M -$204K -2,675 -8%
AAM
318
Aureus Asset Management
Massachusetts
$2.23M -$13.2K -173 -0.6%
CCM
319
Cambridge Capital Management
Illinois
$2.23M +$2.23M +29,240 New
FHB
320
First Hawaiian Bank
Hawaii
$2.23M +$6.11K +80 +0.3%
AC
321
Apella Capital
Connecticut
$2.22M -$2.12M -27,916 -49%
SS
322
Simplicity Solutions
Minnesota
$2.2M +$1.49M +19,450 +209%
BFG
323
Bleakley Financial Group
New Jersey
$2.2M +$1.49M +19,450 +209%
PTP
324
Platform Technology Partners
New York
$2.19M -$636K -8,449 -22%
BB
325
Busey Bank
Illinois
$2.19M +$2.19M +28,694 New
11 12
13
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