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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
1
Goldman Sachs
New York
$920M
2
Morgan Stanley
2
Morgan Stanley
New York
$788M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$71.7M
5
TLFA
5
True Link Financial Advisors
California
$152M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$196M
2
LWM
2
Liberty Wealth Management
California
$261K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.23B
4
MFG
4
Merit Financial Group
Georgia
$3.72M
5
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
26
Retirement Investment Advisors
Oklahoma
$81.4M -$57.6M -753,611 -41%
US Bancorp
27
US Bancorp
Minnesota
$76.4M -$937K -12,269 -1%
AT
28
American Trust
Kentucky
$75.9M +$4.6M +60,265 +6%
Truist Financial
29
Truist Financial
North Carolina
$72.9M +$11.9M +155,245 +19%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$72.6M -$1.02M -13,407 -1%
BCMIO
31
Beacon Capital Management Inc (Ohio)
Ohio
$71.7M +$70.7M +925,367 +6,807%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$71.1M -$727K -9,520 -1%
Comerica Bank
33
Comerica Bank
Texas
$69.5M -$11.7M -153,498 -14%
BA
34
BCM Advisors
Louisiana
$56.9M +$4.01M +52,784 +8%
FCI
35
Financial Counselors Inc
Kansas
$56.1M +$32.6M +427,201 +139%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$53.4M +$799K +10,458 +2%
AWA
37
Amplius Wealth Advisors
Pennsylvania
$51.2M +$33.8M +442,732 +195%
BC
38
Brio Consultants
California
$47.2M +$437K +5,715 +0.9%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$42.5M +$6.66M +87,229 +19%
RWP
40
Reliant Wealth Planning
Kentucky
$40.9M +$17.7M +231,990 +76%
MML Investors Services
41
MML Investors Services
Massachusetts
$39.8M +$4.57M +59,885 +13%
BPWM
42
Badgley Phelps Wealth Managers
Washington
$37.6M +$110K +1,438 +0.3%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$37M +$5.09M +66,687 +16%
FPTW
44
Franklin, Parlapiano, Turner & Welch
Texas
$35.3M +$281K +3,680 +0.8%
CWM
45
Cranbrook Wealth Management
Michigan
$34.9M +$2.74M +35,916 +9%
KMWM
46
Keudell/Morrison Wealth Management
Oregon
$34.3M -$1.44M -18,890 -4%
Stifel Financial
47
Stifel Financial
Missouri
$33.8M -$555K -7,272 -2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$33.6M +$10.5M +137,660 +46%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$32.8M +$3.41M +48,661 +12%
AAS
50
Avantax Advisory Services
Texas
$31.9M +$4.92M +64,380 +18%
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