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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 %
AIM
576
Anchor Investment Management
South Carolina
$369K -$10.5K -138 -3%
MW
577
Maia Wealth
Colorado
$365K +$365K +4,774 New
RPG
578
Resource Planning Group
Georgia
$362K -$87.4K -1,144 -19%
LSA
579
Lion Street Advisors
Texas
$361K -$148K -1,935 -29%
EE
580
EWG Elevate
California
$359K +$1.22K +16 +0.3%
FHA
581
Flagship Harbor Advisors
Massachusetts
$356K -$8.1K -106 -2%
BGAI
582
Bruce G. Allen Investments
Colorado
$354K +$354K +4,634 New
FFBTD
583
First Financial Bank - Trust Division
Ohio
$353K -$34.8K -456 -9%
GIA
584
Gladstone Institutional Advisory
Florida
$350K +$83K +1,087 +31%
BST
585
Bath Savings Trust
Maine
$350K -$6.65K -87 -2%
AFG
586
Atomi Financial Group
New York
$348K -$67.4K -883 -16%
Franklin Resources
587
Franklin Resources
California
$347K -$22.9K -300 -6%
SFC
588
Swisher Financial Concepts
Ohio
$345K +$345K +4,559 New
RLWM
589
RF&L Wealth Management
Massachusetts
$343K +$6.49K +85 +2%
LWM
590
LongView Wealth Management
Georgia
$340K +$340K +4,490 New
PA
591
PFG Advisors
Arizona
$336K -$21.5K -281 -6%
DFC
592
DB Fitzpatrick & Co
Idaho
$336K +$336K +4,395 New
GC
593
Grimes & Company
Massachusetts
$334K -$314K -4,115 -48%
HF
594
HRT Financial
New York
$334K -$605K -7,934 -64%
FPCG
595
Forum Private Client Group
Indiana
$334K +$334K +4,370 New
MCCP
596
Mission Creek Capital Partners
California
$333K -$1.6K -21 -0.5%
WRPWM
597
Werba Rubin Papier Wealth Management
California
$333K -$321K -4,198 -49%
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
$329K -$359K -4,697 -52%
AssetMark Inc
599
AssetMark Inc
California
$324K -$30.8K -403 -9%
Fisher Asset Management
600
Fisher Asset Management
Washington
$322K +$322K +4,217 New
22 23
24
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