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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 %
FA
501
FSA Advisors
Michigan
$602K +$602K +7,886 New
GVAG
502
Great Valley Advisor Group
Delaware
$598K -$188K -2,462 -24%
SRSA
503
S.R. Schill & Associates
Washington
$595K – – –
CICC
504
Capital Investment Counsel (Colorado)
Colorado
$591K +$591K +7,742 New
CAMG
505
CWA Asset Management Group
Florida
$587K -$23.8K -311 -4%
SFS
506
Security Financial Services
Indiana
$586K -$90.5K -1,185 -13%
LIWM
507
Long Island Wealth Management
New York
$579K +$579K +7,584 New
SAM
508
Synergy Asset Management
Washington
$579K -$50.5K -661 -8%
CAGAS
509
Capital Advisory Group Advisory Services
Minnesota
$577K -$12.8K -167 -2%
IGWM
510
ICA Group Wealth Management
Colorado
$575K -$81.5K -1,067 -12%
SCG
511
Sonata Capital Group
Washington
$569K – – –
NG
512
Northstar Group
New York
$563K -$28.6K -375 -5%
HWM
513
Hohimer Wealth Management
Washington
$562K -$5.19K -68 -0.9%
EP
514
Eudaimonia Partners
Tennessee
$559K -$125K -1,639 -18%
NWM
515
Northwest Wealth Management
Iowa
$555K -$63.3K -829 -10%
APWM
516
Argonautica Private Wealth Management
Massachusetts
$545K +$35.4K +463 +7%
EAM
517
Evanson Asset Management
California
$545K +$306 +4 +0.1%
MRWM
518
ML&R Wealth Management
Texas
$538K +$538K +7,043 New
SEP
519
Southland Equity Partners
Missouri
$538K -$9.24K -121 -2%
GC
520
GFG Capital
Florida
$536K -$39K -510 -7%
AA
521
Ancora Advisors
Ohio
$536K +$4.89K +64 +0.9%
KAM
522
Kraft Asset Management
Tennessee
$524K +$1.38K +18 +0.3%
GWM
523
GSB Wealth Management
Connecticut
$515K -$240K -3,138 -32%
Koshinski Asset Management
524
Koshinski Asset Management
Illinois
$510K -$466K -6,100 -48%
BFO
525
Biltmore Family Office
North Carolina
$510K -$41.2K -539 -7%
19 20
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