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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 %
FT
451
Fiduciary Trust
Massachusetts
$891K – – –
VNIM
452
Vaughan Nelson Investment Management
Texas
$890K – – –
DSC
453
Duncker Streett & Co
Missouri
$878K -$76.4K -1,000 -8%
RWP
454
RWA Wealth Partners
Massachusetts
$877K +$121K +1,585 +16%
WDC
455
Woodward Diversified Capital
California
$870K +$870K +11,390 New
IF
456
Integrity Financial
Wyoming
$867K -$70.2K -919 -7%
GJIA
457
Glass Jacobson Investment Advisors
Maryland
$853K -$165K -2,163 -16%
DFC
458
DBK Financial Counsel
Ohio
$849K -$1.09M -14,247 -56%
AWE
459
Avidian Wealth Enterprises
Texas
$847K +$635K +8,312 +299%
FAT
460
First American Trust
California
$840K +$840K +10,999 New
RFC
461
Regions Financial Corp
Alabama
$840K +$151K +1,971 +22%
PSCM
462
Per Stirling Capital Management
Texas
$838K +$26.4K +346 +3%
SMI
463
Shelter Mutual Insurance
Missouri
$833K – – –
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$826K +$286K +3,744 +53%
BCM
465
Becker Capital Management
Oregon
$825K +$171K +2,245 +26%
CAL
466
Capital Analysts LLC
Pennsylvania
$825K -$108K -1,408 -12%
PWM
467
PBMares Wealth Management
Virginia
$821K -$30.7K -402 -4%
ZF
468
Zhang Financial
Michigan
$818K – – –
FWIA
469
Fort Washington Investment Advisors
Ohio
$815K -$51.4K -673 -6%
CHA
470
Carmichael Hill & Associates
Maryland
$793K +$226K +2,963 +40%
BWM
471
Boyd Wealth Management
California
$780K +$279K +3,649 +56%
Invesco
472
Invesco
Georgia
$778K +$18.6K +244 +2%
HIGP
473
Hill Investment Group Partners
Missouri
$777K – – –
WS
474
Wedbush Securities
California
$772K -$47.6K -623 -6%
WF
475
Welch & Forbes
Massachusetts
$748K -$84.1K -1,101 -10%
17 18
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