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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 %
FCA
751
FinTrust Capital Advisors
South Carolina
$37.4K – – –
CFO
752
CVA Family Office
Colorado
$35.8K +$35.8K +468 New
JHCP
753
Jackson Hole Capital Partners
Oklahoma
$35.5K – – –
WTA
754
Washington Trust Advisors
Massachusetts
$30.6K – – –
FRA
755
Front Row Advisors
California
$28.6K -$49.3K -645 -63%
PAI
756
Pittenger & Anderson Inc
Nebraska
$28.6K – – –
NFSG
757
Newbridge Financial Services Group
Florida
$27.6K – – –
RPCA
758
Running Point Capital Advisors
California
$26.4K -$155K -2,034 -85%
BSB
759
Bangor Savings Bank
Maine
$25.4K – – –
SWM
760
Sugarloaf Wealth Management
Georgia
$25.1K +$25.1K +329 New
BWM
761
Baystate Wealth Management
Massachusetts
$24.6K -$383 -5 -2%
FFC
762
First Financial Corp
Indiana
$23.3K – – –
TAM
763
Townsend Asset Management
North Carolina
$22.3K +$22.3K +292 New
HDIM
764
Hanson & Doremus Investment Management
Vermont
$22K +$22K +290 New
BWM
765
BKM Wealth Management
Wisconsin
$21.6K +$21.6K +283 New
FFL
766
Financial Freedom LLC
Ohio
$20.1K +$229 +3 +1%
VWM
767
Valley Wealth Managers
New Jersey
$20K – – –
AA
768
Addison Advisors
Vermont
$18.3K – – –
FMP
769
Financial Management Professionals
Texas
$18K +$18K +232 New
TAM
770
Tucker Asset Management
Colorado
$16.3K +$16.3K +213 New
HT
771
Headlands Technologies
Illinois
$16.3K +$16.3K +213 New
HBW
772
Hazlett, Burt & Watson
West Virginia
$16K +$74 +1 +0.5%
GWSG
773
GPS Wealth Strategies Group
Colorado
$15.6K – – –
FBC
774
Fairfield, Bush & Co
Connecticut
$15.3K +$15.3K +200 New
VL
775
Vima LLC
Michigan
$13.7K +$13.7K +179 New
29 30
31
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