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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
+$523M
2
Morgan Stanley
Morgan Stanley
New York
+$406M
3
Bank of America
Bank of America
North Carolina
+$124M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$70.7M
5
TLFA
True Link Financial Advisors
California
+$53.9M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$167M
2
LWM
Liberty Wealth Management
California
-$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$112M
4
MFG
Merit Financial Group
Georgia
-$70.9M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
-$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
326
Sigma Planning Corp
Michigan
$2.18M -$3.84M -50,241 -64%
SWM
327
Spire Wealth Management
Virginia
$2.16M +$199K +2,638 +10%
BHWM
328
Beaird Harris Wealth Management
Texas
$2.16M +$1.24M +16,295 +137%
QCG
329
Quadrant Capital Group
Ohio
$2.14M -$1.71M -22,446 -44%
SMG
330
Smart Money Group
Texas
$2.14M +$29.3K +383 +1%
MCM
331
MidAtlantic Capital Management
Virginia
$2.14M +$2.14M +28,002 New
BCG
332
Breakwater Capital Group
New Jersey
$2.12M +$766K +10,128 +57%
WMA
333
Wealth Management Associates
New Jersey
$2.12M -$72K -943 -3%
MAM
334
Meeder Asset Management
Ohio
$2.1M +$188K +2,467 +10%
ACM
335
AlphaStar Capital Management
North Carolina
$2.1M -$143K -1,869 -6%
NJIM
336
Nabity-Jensen Investment Management
Nebraska
$2.08M +$2.08M +27,226 New
IFPL
337
Investments & Financial Planning LLC
Kentucky
$2.06M +$39K +510 +2%
SAM
338
Secure Asset Management
Michigan
$2.05M -$91.4K -1,196 -4%
RCI
339
RS Crum Inc
California
$2.04M +$369K +4,837 +22%
DAS
340
Dynamic Advisor Solutions
Arizona
$2.04M +$1.06M +14,076 +109%
CWM
341
Cahill Wealth Management
Michigan
$2.02M -$85.9K -1,124 -4%
Deutsche Bank
342
Deutsche Bank
Germany
$2M +$1.22M +15,913 +154%
HB
343
HTLF Bank
Colorado
$2M +$2M +26,237 New
SFA
344
Semmax Financial Advisors
North Carolina
$2M -$299K -4,011 -13%
AG
345
Ascent Group
Virginia
$1.97M -$77.3K -1,027 -4%
HTIM
346
Harbour Trust & Investment Management
Indiana
$1.97M +$1.97M +25,790 New
JWCA
347
J.W. Cole Advisors
Florida
$1.96M +$1.46M +19,070 +290%
LPP
348
Life Planning Partners
Florida
$1.95M +$1.95M +25,530 New
MWM
349
Meridian Wealth Management
Kentucky
$1.94M +$1.07M +13,955 +122%
KSWWM
350
Keyes Stange & Wooten Wealth Management
Florida
$1.92M +$1.92M +25,145 New
12 13
14
15 16