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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 %
MECA
626
Miller Equity Capital Advisors
Texas
$281K – – –
WAP
627
Wealthcare Advisory Partners
Pennsylvania
$281K +$34.6K +453 +14%
JWCA
628
J.W. Coons Advisors
Ohio
$280K +$280K +3,671 New
DP
629
Dearborn Partners
Illinois
$279K – – –
TNBTD
630
Trustmark National Bank Trust Department
Mississippi
$279K – – –
CFFP
631
Center for Financial Planning
Michigan
$279K – – –
SLG
632
Stanley-Laman Group
Pennsylvania
$276K -$24.1K -296 -8%
WPW
633
Watershed Private Wealth
Illinois
$273K +$10.9K +143 +4%
AIC
634
Archer Investment Corporation
Indiana
$271K +$20.3K +266 +8%
PFA
635
Professional Financial Advisors
Nebraska
$271K +$41.6K +545 +18%
PPP
636
Private Portfolio Partners
New Jersey
$270K +$270K +3,533 New
SSB
637
Sandy Spring Bank
Maryland
$270K +$249K +3,259 +1,207%
AA
638
Alesco Advisors
New York
$267K -$664K -8,698 -71%
MSFS
639
Main Street Financial Solutions
Pennsylvania
$266K -$3.44K -45 -1%
SAM
640
S.A. Mason
Michigan
$265K – – –
LIM
641
Leavell Investment Management
Alabama
$263K – – –
HAG
642
HF Advisory Group
Maryland
$262K -$12.4K -162 -5%
LWM
643
Liberty Wealth Management
California
$261K -$144M -3,316 -100%
P
644
&Partners
Tennessee
$260K +$260K +3,415 New
MA
645
MKT Advisors
California
$258K -$26.4K -350 -9%
AC
646
Addison Capital
Pennsylvania
$256K -$687 -9 -0.3%
AM
647
Atwater Malick
Pennsylvania
$256K +$256K +3,350 New
WPA
648
West Paces Advisors
Georgia
$255K -$21.7K -284 -8%
EFS
649
Essex Financial Services
Connecticut
$255K +$255K +3,335 New
LA
650
Latitude Advisors
Florida
$254K +$254K +3,328 New
24 25
26
27 28