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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 %
GFPC
526
Global Financial Private Client
Florida
$510K +$62.9K +824 +14%
ZIG
527
Zuckerman Investment Group
Illinois
$506K +$113K +1,475 +29%
CBOR
528
Community Bank of Raymore
Missouri
$503K -$35.8K -469 -7%
AIM
529
Allen Investment Management
New York
$497K – – –
IWS
530
Integrity Wealth Solutions
Colorado
$489K +$489K +6,397 New
WB
531
WesBanco Bank
West Virginia
$483K – – –
SWM
532
Sterling Wealth Management
Illinois
$480K +$480K +6,287 New
BC
533
Barrett & Company
Rhode Island
$478K +$535 +7 +0.1%
FA
534
Flagstar Advisors
New York
$477K -$31.7K -415 -6%
SWA
535
Sax Wealth Advisors
New Jersey
$470K -$72.1K -944 -13%
BONH
536
Bank of New Hampshire
New Hampshire
$469K -$10.2K -134 -2%
PW
537
Peninsula Wealth
California
$466K – – –
KFS
538
Kelly Financial Services
Massachusetts
$460K -$19.5K -255 -4%
IWM
539
IHT Wealth Management
Illinois
$459K -$33.1K -434 -7%
RIM
540
Redwood Investment Management
Arizona
$456K +$42.7K +558 +10%
RCM
541
Radnor Capital Management
Pennsylvania
$452K – – –
MJRIC
542
Mogy Joel R Investment Counsel
California
$451K -$74.5K -975 -14%
SW
543
StrongBox Wealth
Missouri
$450K -$167K -2,183 -27%
HWM
544
HB Wealth Management
Georgia
$448K -$30.9K -405 -6%
FCFC
545
First Citizens Financial Corp
Iowa
$444K +$121K +1,584 +37%
Manulife (Manufacturers Life Insurance)
546
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$438K -$298K -3,899 -40%
SWM
547
Stockman Wealth Management
Montana
$432K +$9.09K +119 +2%
SWM
548
SilverOak Wealth Management
Minnesota
$422K +$422K +5,531 New
CD
549
Chapin Davis
Maryland
$422K – – –
EL
550
EWA LLC
Pennsylvania
$422K +$2.43K +32 +0.6%
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