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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 %
LAM
551
LifePro Asset Management
California
$421K -$37.2K -487 -8%
CBFP
552
Cedar Brook Financial Partners
Ohio
$420K +$56.4K +741 +15%
VC
553
Veery Capital
Delaware
$420K -$358K -4,688 -46%
BPA
554
Beacon Pointe Advisors
California
$414K -$293K -3,836 -41%
CAG
555
Compass Advisory Group
New York
$412K -$75.5K -988 -15%
PAS
556
Park Avenue Securities
New York
$412K -$1.89M -24,789 -82%
TC
557
Trilogy Capital
California
$410K +$9.78K +128 +2%
BWL
558
Bogart Wealth LLC
Virginia
$410K -$1.44M -18,893 -78%
OWA
559
Opal Wealth Advisors
New York
$409K +$409K +5,360 New
ALWM
560
Andrews Lucia Wealth Management
California
$408K -$17.3K -227 -4%
9WM
561
9258 Wealth Management
Ohio
$407K -$4.58K -60 -1%
PWLP
562
Prio Wealth Limited Partnership
Massachusetts
$406K +$406K +5,319 New
AC
563
Anson Capital
Georgia
$402K +$402K +5,269 New
HWA
564
HHM Wealth Advisors
Tennessee
$390K -$113K -1,485 -23%
CAM
565
Cresset Asset Management
Illinois
$387K +$387K +5,072 New
IA
566
IFP Advisors
Florida
$386K -$1.39M -18,195 -78%
LL
567
LWMG LLC
Minnesota
$386K +$386K +5,053 New
PCM
568
Parsons Capital Management
Rhode Island
$385K -$30.6K -400 -7%
ACM
569
Alamar Capital Management
California
$382K +$76 +1 +0%
ACM
570
Absolute Capital Management
Pennsylvania
$376K +$15.9K +208 +4%
OIA
571
OneDigital Investment Advisors
Kansas
$376K -$370K -4,842 -50%
MAWCM
572
Mine & Arao Wealth Creation & Management
California
$374K -$12.4K -162 -3%
O3W
573
Omni 360 Wealth
New Jersey
$371K +$371K +4,860 New
AMBIA
574
Allen Mooney & Barnes Investment Advisors
Georgia
$371K +$993 +13 +0.3%
VFPW
575
Vantage Financial Partners (Wisconsin)
Wisconsin
$370K +$370K +4,844 New
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