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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 %
NP
701
NorthRock Partners
Minnesota
$192K +$192K +2,510 New
BNP Paribas Financial Markets
702
BNP Paribas Financial Markets
France
$185K +$32.1K +420 +21%
VAG
703
VisionPoint Advisory Group
Texas
$185K +$29.1K +381 +19%
BEI
704
Benjamin Edwards Inc
Missouri
$184K – – –
BCM
705
Blume Capital Management
California
$183K +$84K +1,100 +85%
PA
706
Parallel Advisors
California
$181K +$76 +1 +0%
SIC
707
Salem Investment Counselors
North Carolina
$170K -$5.04K -66 -3%
RCM
708
Raleigh Capital Management
North Carolina
$164K -$9.47K -124 -5%
LFA
709
LGT Financial Advisors
Texas
$164K -$5.42K -71 -3%
LWANC
710
Laurel Wealth Advisors (North Carolina)
North Carolina
$164K -$42.4K -555 -21%
FGAM
711
Financial Gravity Asset Management
Texas
$161K +$102K +1,365 +173%
HIA
712
Harbor Investment Advisory
Maryland
$158K +$19.1K +250 +14%
PB
713
Pinnacle Bancorp
Nebraska
$157K -$382 -5 -0.2%
CT
714
Colonial Trust
South Carolina
$156K -$51.9K -678 -25%
TC
715
Truvestments Capital
Florida
$149K -$18.2K -238 -11%
SWA
716
SOA Wealth Advisors
New York
$139K +$132K +1,732 +1,903%
BCWM
717
Bartlett & Co Wealth Management
Ohio
$121K +$4.59K +60 +4%
BC
718
Bartlett & Co
Ohio
$121K +$4.58K +60 +4%
SIS
719
Strategic Investment Solutions
Illinois
$116K -$7.2M -94,302 -98%
RFG
720
REAP Financial Group
Texas
$115K +$115K +1,506 New
DZ Bank
721
DZ Bank
Germany
$114K +$114K +1,503 New
AF
722
Advisornet Financial
Minnesota
$109K -$3.36K -44 -3%
ACA
723
Aptus Capital Advisors
Alabama
$106K +$8.4K +110 +9%
NSIM
724
North Star Investment Management
Illinois
$106K +$458 +6 +0.4%
PS
725
Principal Securities
Iowa
$102K +$102K +1,338 New
27 28
29
30 31