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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
1
Goldman Sachs
New York
$920M
2
Morgan Stanley
2
Morgan Stanley
New York
$788M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$71.7M
5
TLFA
5
True Link Financial Advisors
California
$152M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$196M
2
LWM
2
Liberty Wealth Management
California
$261K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.23B
4
MFG
4
Merit Financial Group
Georgia
$3.72M
5
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$31.2M +$962K +12,597 +3%
Cerity Partners
52
Cerity Partners
New York
$30.8M +$16.5M +216,302 +116%
RJA
53
Raymond James & Associates
Florida
$30.5M +$3.81M +49,892 +14%
APW
54
Austin Private Wealth
Texas
$30.5M -$3.17M -41,548 -9%
CWC
55
Carolinas Wealth Consulting
North Carolina
$30.2M +$4.99M +65,359 +20%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$29.7M +$4.39M +57,508 +17%
PCIA
57
Prime Capital Investment Advisors
Kansas
$29.7M +$21.6M +283,408 +269%
CFS
58
Cannon Financial Strategists
Georgia
$29.4M -$1.38M -18,131 -5%
MWM
59
Modera Wealth Management
New Jersey
$28.2M -$2.83M -37,068 -9%
FF
60
Francis Financial
$27.8M +$3.8M +49,748 +16%
WCWM
61
Willow Creek Wealth Management
California
$27.2M +$1.52M +19,840 +6%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$27M -$1.9M -24,836 -7%
OFP
63
OLIO Financial Planning
Virginia
$26.9M +$1.7M +22,165 +7%
BOS
64
Bank of Stockton
California
$26.8M -$546K -7,226 -2%
AWS
65
Atria Wealth Solutions
New York
$26.2M +$4.37M +57,188 +20%
FNBTCON
66
First National Bank & Trust Co of Newtown
Pennsylvania
$25.8M -$1.5M -19,611 -5%
BWA
67
Burt Wealth Advisors
Maryland
$24.9M -$7.46M -97,705 -23%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$24.2M -$393K -5,142 -2%
GWM
69
Geneos Wealth Management
Colorado
$23.9M -$967K -12,665 -4%
GA
70
Gordian Advisors
Arizona
$23.6M +$23.6M +308,929 New
SAS
71
SMI Advisory Services
Indiana
$23.5M +$23.5M +308,660 New
HighTower Advisors
72
HighTower Advisors
Illinois
$22.7M +$1.67M +21,887 +8%
PRS
73
Pinkerton Retirement Specialists
Idaho
$22.6M +$1.18M +15,450 +6%
AI
74
Atria Investments
North Carolina
$21.8M +$10.9M +142,856 +100%
RC
75
Roundview Capital
New Jersey
$21.5M +$7.74M +101,321 +56%
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