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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 %
SCA
76
Scott Capital Advisors
Oregon
$21.5M -$475K -6,218 -2%
CIP
77
Capital Insight Partners
Arizona
$21.4M +$308K +4,039 +1%
DWS
78
Discipline Wealth Solutions
South Carolina
$21.1M +$21.1M +278,521 New
MHR
79
Matthew Hamilton Rosenberg
$20.7M +$691K +9,052 +3%
CAN
80
Cetera Advisor Networks
California
$20.5M -$88.3K -1,156 -0.4%
FFA
81
Farther Finance Advisors
California
$20.2M +$19.2M +250,790 +1,884%
WPWM
82
Windward Private Wealth Management
Kansas
$19.9M +$888K +11,623 +5%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$19.8M +$418K +5,467 +2%
CFG
84
Cooper Financial Group
California
$19.7M +$18.7M +245,066 +1,912%
DPI
85
Diversified Portfolios Inc
Michigan
$19M -$169K -2,207 -0.9%
SFMG
86
Sage Financial Management Group
Virginia
$18.9M +$743K +9,731 +4%
WP
87
WealthSource Partners
California
$18.2M -$14.2M -185,737 -44%
CPRC
88
Consolidated Portfolio Review Corp
New York
$18.1M +$1.04M +13,622 +6%
SHGA
89
Sand Hill Global Advisors
California
$17.8M -$588K -7,692 -3%
SC
90
Schiavi & Co
Delaware
$17.2M +$347K +4,537 +2%
BCA
91
Ballentine Capital Advisors
South Carolina
$17.2M +$17.2M +226,278 New
BC
92
Burney Company
Virginia
$16.6M +$16.6M +217,412 New
QWP
93
Quotient Wealth Partners
Texas
$16.1M +$16.1M +211,058 New
PAG
94
Private Advisor Group
New Jersey
$15.7M +$1.99M +26,033 +14%
AAS
95
Ameritas Advisory Services
Nebraska
$15.7M +$13.8M +180,218 +714%
OPS
96
Orion Portfolio Solutions
Nebraska
$15.5M -$1.02M -13,521 -6%
BCI
97
Brinker Capital Investments
Pennsylvania
$15.5M -$1.02M -13,521 -6%
JSA
98
Jacobson & Schmitt Advisors
Wisconsin
$15.5M +$791K +10,358 +5%
BCM
99
Brookstone Capital Management
Illinois
$15.4M +$879K +11,507 +6%
Prudential Financial
100
Prudential Financial
New Jersey
$15.4M +$394K +5,157 +3%
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4
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