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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 %
CFG
676
Citizens Financial Group
Rhode Island
$228K +$2.37K +31 +1%
SF
677
Slagle Financial
Illinois
$227K +$82K +2,147 +57%
MIM
678
Moseley Investment Management
Florida
$225K -$26.7K -350 -11%
BTWM
679
Baker Tilly Wealth Management
Wisconsin
$222K – – –
BBWP
680
Beacon Bridge Wealth Partners
Pennsylvania
$220K -$40K -524 -15%
BFC
681
Bedel Financial Consulting
Indiana
$220K +$2.52K +33 +1%
SPI
682
Santori & Peters Inc
Pennsylvania
$217K +$3.44K +45 +2%
VFG
683
Valley Financial Group
Pennsylvania
$215K +$215K +2,814 New
SF
684
Symphony Financial
Texas
$215K -$47.4K -625 -18%
ESB
685
Essex Savings Bank
Connecticut
$211K +$211K +2,764 New
MIC
686
Meridian Investment Counsel
California
$211K +$211K +2,758 New
VFA
687
Valeo Financial Advisors
Indiana
$210K +$210K +2,756 New
UCB
688
United Community Bank
South Carolina
$210K -$3.44K -45 -2%
TWM
689
Trinity Wealth Management
Pennsylvania
$205K +$205K +2,681 New
OWA
690
Octavia Wealth Advisors
Ohio
$205K +$205K +2,679 New
USCWA
691
U.S. Capital Wealth Advisors
Texas
$204K -$200K -2,619 -49%
LJHT
692
Laurie J. Hall Trustee
$204K +$204K +2,675 New
UAG
693
United Advisor Group
Ohio
$204K +$204K +526 New
DCM
694
Dimension Capital Management
Florida
$204K +$204K +2,668 New
LFA
695
Level Financial Advisors
New York
$203K +$7.87K +103 +4%
BCM
696
Brookmont Capital Management
Texas
$201K -$44.2K -579 -18%
AWM
697
Austin Wealth Management
Texas
$201K +$201K +2,690 New
NRI
698
NFP Retirement Inc
California
$200K +$200K +2,624 New
CL
699
Cabana LLC
Arkansas
$200K +$200K +2,621 New
GWM
700
Guardian Wealth Management
Illinois
$200K +$5.8K +76 +3%
26 27
28
29 30