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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 %
MWA
651
Martel Wealth Advisors
Washington
$251K -$1.07K -14 -0.4%
PI
652
PFG Investments
New York
$251K -$5.04K -66 -2%
TCA
653
Transcend Capital Advisors
New Jersey
$251K +$3.36K +44 +1%
WIP
654
WealthCare Investment Partners
Rhode Island
$251K +$1.14K +15 +0.5%
CB
655
Centennial Bank
Arkansas
$250K +$31.8K +416 +15%
CJ
656
Caitlin John
Michigan
$250K +$250K +3,267 New
IAG
657
Investment Advisory Group
Massachusetts
$249K – – –
BTI
658
Blue Trust Inc
Georgia
$249K +$248K +3,430 +24,500%
PTC
659
Private Trust Company
Ohio
$249K -$95.9K -1,255 -28%
PIA
660
Panoramic Investment Advisors
Colorado
$248K – – –
EFP
661
EnRich Financial Partners
Wisconsin
$244K +$244K +3,200 New
WAM
662
Walker Asset Management
Missouri
$244K -$10.2K -134 -4%
ACM
663
Advisors Capital Management
New Jersey
$244K +$244K +3,193 New
GWM
664
Greenwich Wealth Management
Connecticut
$242K +$8.03K +105 +3%
TC
665
TAGStone Capital
North Carolina
$240K -$1.01M -13,165 -81%
FBB
666
Fulton Breakefield Broenniman
Maryland
$240K -$119K -1,554 -33%
HGWM
667
Horst & Graben Wealth Management
Oregon
$239K -$192K -2,508 -44%
CWS
668
Cypress Wealth Services
California
$238K -$381K -4,986 -62%
LIM
669
Loudon Investment Management
New Hampshire
$238K – – –
MC
670
Moors & Cabot
Massachusetts
$238K +$687 +9 +0.3%
PCG
671
Prosperity Consulting Group
Maryland
$238K +$7.79K +102 +3%
S
672
SignatureFD
Georgia
$237K -$40.6K -531 -15%
JIP
673
Jaffetilchin Investment Partners
Florida
$233K -$3.21K -42 -1%
IIC
674
Integrated Investment Consultants
Michigan
$230K +$7.71K +101 +3%
WAM
675
WNY Asset Management
New York
$229K +$229K +2,999 New
25 26
27
28 29