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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 %
3F
826
360 Financial
Minnesota
– -$2.26M -30,008 Closed
MFS
827
Madrona Financial Services
Washington
– -$1.92M -26,595 Closed
AWM
828
Arista Wealth Management
Nevada
– -$1.78M -24,655 Closed
MWM
829
Meritas Wealth Management
California
– -$1.32M -18,288 Closed
FWM
830
Forza Wealth Management
Florida
– -$1.01M -14,000 Closed
SFS
831
Sowell Financial Services
Arkansas
– -$869K -12,013 Closed
PCA
832
Pallas Capital Advisors
Massachusetts
– -$508K -7,154 Closed
IA
833
IFG Advisory
Georgia
– -$398K -5,504 Closed
CFB
834
Cullen/Frost Bankers
Texas
– -$363K -5,025 Closed
Renaissance Technologies
835
Renaissance Technologies
New York
– -$333K -4,600 Closed
TI
836
tru Independence
Oregon
– -$308K -4,253 Closed
ANTB
837
AMG National Trust Bank
Colorado
– -$292K -4,035 Closed
GFG
838
Greystone Financial Group
Michigan
– -$250K -3,458 Closed
FWM
839
Focused Wealth Management
New York
– -$237K -3,279 Closed
EWMCB
840
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$218K -3,013 Closed
SB
841
Strategic Blueprint
Georgia
– -$209K -2,892 Closed
RMA
842
Roffman Miller Associates
Pennsylvania
– -$207K -2,862 Closed
BMCM
843
Bryn Mawr Capital Management
Pennsylvania
– -$204K -2,821 Closed
RFA
844
Register Financial Advisors
Georgia
– -$98.3K -1,360 Closed
OIA
845
Optimum Investment Advisors
Illinois
– -$86.8K -1,200 Closed
OC
846
Oakworth Capital
Alabama
– -$74.8K -1,034 Closed
BAAM
847
Baker Avenue Asset Management
California
– -$71.4K -988 Closed
MAWA
848
Moss Adams Wealth Advisors
Washington
– -$69K -954 Closed
CA
849
Clearstead Advisors
Ohio
– -$31.4K -434 Closed
SC
850
Steph & Co
Wisconsin
– -$16.8K -232 Closed
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