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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 %
CA
101
Cetera Advisors
Colorado
$15.1M -$2.61M -34,127 -15%
SI
102
Stephens Inc
Arkansas
$15M -$858K -11,234 -5%
CCFCSB
103
Cape Cod Five Cents Savings Bank
Massachusetts
$14.9M -$61.6M -806,219 -81%
BFP
104
Brewster Financial Planning
New York
$14.4M +$220K +2,885 +2%
CW
105
CreativeOne Wealth
Kansas
$14.2M +$587K +7,687 +4%
FWM
106
ForthRight Wealth Management
Georgia
$14.1M +$203K +2,653 +1%
EC
107
Estate Counselors
Wisconsin
$14M +$14M +183,560 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$13.9M -$5.05M -66,145 -27%
NC
109
NewSquare Capital
Pennsylvania
$13.7M +$509K +6,661 +4%
Vanguard Group
110
Vanguard Group
Pennsylvania
$13.5M +$7.14M +93,519 +113%
HI
111
Human Investing
Oregon
$13.4M -$557K -7,286 -4%
ST
112
Smithfield Trust
Pennsylvania
$13.3M +$297K +3,892 +2%
AMM
113
American Money Management
California
$13.3M +$12M +157,579 +955%
SCI
114
Silver Coast Investments
United States
$13.2M +$13.2M +173,094 New
PFM
115
Phillips Financial Management
Indiana
$12.9M +$1.33M +17,467 +12%
FIS
116
Fischer Investment Strategies
California
$12.8M +$526K +6,885 +4%
Wealthfront Advisers
117
Wealthfront Advisers
California
$12.8M +$382K +4,998 +3%
Betterment LLC
118
Betterment LLC
New York
$12.8M -$94.4K -1,236 -0.7%
APP
119
Avantax Planning Partners
Iowa
$12.6M +$12.4M +162,050 +5,438%
ACC
120
Acorn Creek Capital
Colorado
$12.6M +$12.6M +164,726 New
FMC
121
First Merchants Corp
Indiana
$12.5M -$1.72M -22,536 -12%
VCM
122
Verde Capital Management
Michigan
$12.5M -$1.87M -24,466 -13%
AWM
123
AE Wealth Management
Kansas
$12.5M +$1.07M +14,176 +9%
Financial Engines Advisors
124
Financial Engines Advisors
California
$12.4M +$10.6M +138,970 +582%
MAS
125
Meeder Advisory Services
Ohio
$12.4M +$317K +4,152 +3%
3 4
5
6 7