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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 %
CFGF
351
Compass Financial Group (Florida)
Florida
$1.91M -$101K -1,323 -5%
WWM
352
Western Wealth Management
Colorado
$1.88M -$246K -3,227 -12%
MSWMA
353
Market Street Wealth Management Advisors
Indiana
$1.88M -$797K -10,431 -30%
FCB
354
First County Bank
Connecticut
$1.87M +$574K +7,511 +44%
VA
355
Valmark Advisers
Ohio
$1.85M +$253K +3,318 +16%
CAL
356
Capital Advisors Ltd
Ohio
$1.85M +$481K +6,298 +35%
PFG
357
PAX Financial Group
Texas
$1.85M -$644K -8,558 -26%
DP
358
Denver PWM
Colorado
$1.84M +$68.6K +905 +4%
HIM
359
Hanlon Investment Management
New Jersey
$1.83M -$69K -904 -4%
HNB
360
Huntington National Bank
Ohio
$1.83M -$2M – –
TWM
361
TriaGen Wealth Management
California
$1.83M -$162K -2,119 -8%
CPA
362
Capital Performance Advisors
California
$1.79M +$30.6K +401 +2%
PSA
363
Plum Street Advisors
Louisiana
$1.79M +$1.79M +23,419 New
SIA
364
Strategic Investment Advisors
Michigan
$1.79M +$11.8K +155 +0.7%
HI
365
Harbour Investments
Wisconsin
$1.78M +$21.8K +285 +1%
Corient Private Wealth
366
Corient Private Wealth
Florida
$1.76M -$220K -2,877 -11%
AFA
367
Arlington Financial Advisors
California
$1.75M -$295K -3,865 -14%
KWM
368
Kingsview Wealth Management
Oregon
$1.74M -$211K -2,766 -11%
MMPW
369
Mitchell McLeod Pugh & Williams
Alabama
$1.73M +$177K +2,317 +11%
MPIA
370
Mountain Pacific Investment Advisers
Idaho
$1.72M +$469K +6,137 +37%
UBV
371
United Bank (Virginia)
Virginia
$1.7M – – –
PG
372
Patten Group
Tennessee
$1.69M +$195K +2,557 +13%
GI
373
GAMMA Investing
California
$1.62M +$1.62M +21,205 New
SMWM
374
Silvia McColl Wealth Management
California
$1.62M +$167K +2,186 +12%
SC
375
Stephens Consulting
Michigan
$1.6M -$19.6K -256 -1%
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