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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 %
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M +$691K +9,052 +165%
CTC
427
Central Trust Company
Missouri
$1.06M +$5.73K +75 +0.5%
CIA
428
Capital Investment Advisors
Georgia
$1.06M -$140K -1,832 -12%
PFC
429
Poplar Forest Capital
California
$1.06M -$40K -524 -4%
RJT
430
Raymond James Trust
Florida
$1.05M +$23.5K +308 +2%
TCOV
431
Trust Company of Vermont
Vermont
$1.02M +$21.7K +284 +2%
CFS
432
CGC Financial Services
Oregon
$1.01M -$65.8K -862 -6%
CMP
433
Courage Miller Partners
Virginia
$1.01M +$1.01M +13,256 New
SCA
434
Stokes Capital Advisors
South Carolina
$1.01M -$672K -8,792 -40%
Northern Trust
435
Northern Trust
Illinois
$1.01M +$9.32K +122 +0.9%
PFG
436
Pacific Financial Group
Washington
$995K -$99.7K -1,305 -9%
CA
437
Calton & Associates
Florida
$992K +$992K +12,982 New
CTFG
438
Capstone Triton Financial Group
Oklahoma
$990K -$2.75K -36 -0.3%
OWA
439
One Wealth Advisors
California
$985K +$673K +8,805 +215%
ASN
440
Advisory Services Network
Georgia
$967K -$279K -3,648 -22%
NS
441
NBC Securities
Alabama
$961K -$32.5K -425 -3%
VFP
442
Verus Financial Partners
Virginia
$960K +$960K +12,708 New
EH
443
Equitable Holdings
New York
$958K +$2.52K +33 +0.3%
IAIM
444
International Assets Investment Management
Florida
$958K +$958K +12,539 New
HL
445
HeadInvest LLC
Maine
$951K -$61.1K -800 -6%
SI
446
Seeds Investor
New York
$913K +$913K +11,958 New
TNB
447
Thomasville National Bank
Georgia
$912K – – –
PBF
448
Petix & Botte Financial
California
$903K -$25.7K -337 -3%
SWRP
449
Summit Wealth & Retirement Planning
California
$896K -$16.9M -221,157 -95%
UB
450
UMB Bank
Missouri
$896K -$152K -1,988 -14%
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