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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 %
TVAMP
801
Tennessee Valley Asset Management Partners
Tennessee
$4.42K +$4.42K +58 New
PMFA
802
Plante Moran Financial Advisors
Michigan
$4.13K – – –
FWM
803
FSA Wealth Management
Massachusetts
$4K +$4K +57 New
LB
804
Legacy Bridge
Iowa
$3.82K – – –
IRC
805
Investors Research Corp
Georgia
$3.59K -$39.4K -516 -92%
CP
806
Castleview Partners
Texas
$3.21K -$1.15K -15 -26%
MFC
807
Morris Financial Concepts
South Carolina
$3.21K – – –
AW
808
Avion Wealth
Texas
$3K – – –
GEA
809
Glen Eagle Advisors
New Jersey
$2.86K -$1.7K -22 -37%
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83K +$2.83K +37 New
KA
811
Kozak & Associates
Colorado
$2.52K +$2.52K +33 New
FDCDDQ
812
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.37K +$1.91K +25 +417%
IFAM
813
Institutional & Family Asset Management
Colorado
$2.06K – – –
C
814
Covestor
United Kingdom
$2K +$429 +6 +27%
KFI
815
Key Financial Inc
Pennsylvania
$1.83K -$59.2K -775 -97%
CMA
816
Cedar Mountain Advisors
Oregon
$1.83K -$4.51K -59 -71%
AGWCA
817
Annis Gardner Whiting Capital Advisors
Florida
$1.3K – – –
TFA
818
Transamerica Financial Advisors
Florida
$1K – – –
WIA
819
Wetzel Investment Advisors
Indiana
$1K +$1K +15 New
BCMLT
820
Beacon Capital Management LLC (Tennessee)
Tennessee
$868 +$434 +6 +100%
DWM
821
Dogwood Wealth Management
Kansas
$387 +$387 +5 New
Jane Street
822
Jane Street
New York
– -$33.4M -462,410 Closed
Citadel Advisors
823
Citadel Advisors
Florida
– -$17.2M -237,411 Closed
Susquehanna International Group
824
Susquehanna International Group
Pennsylvania
– -$4.11M -56,888 Closed
KAS
825
KPP Advisory Services
Kentucky
– -$2.92M -40,315 Closed
31 32
33
34 35