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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 %
GAM
151
Gemmer Asset Management
California
$9.18M -$1.23M -16,143 -12%
AAM
152
Austin Asset Management
Texas
$9.14M +$369K +4,831 +4%
PCWA
153
Pacific Capital Wealth Advisors
California
$9.11M -$69.1K -905 -0.8%
SWM
154
Soundmark Wealth Management
Washington
$9.03M -$30.6K -401 -0.3%
AF
155
Allworth Financial
California
$8.86M +$8.1M +106,047 +1,069%
TPCW
156
TD Private Client Wealth
New York
$8.85M +$2.7M +35,398 +44%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$8.84M +$1.62M +21,257 +22%
GGS
158
Galvin Gaustad & Stein
Arizona
$8.52M +$247K +3,239 +3%
RWM
159
Revisor Wealth Management
Ohio
$8.24M -$2.43M -31,846 -23%
TW
160
TritonPoint Wealth
Maryland
$8.16M +$8.16M +106,826 New
MA
161
MBA Advisors
Pennsylvania
$8.11M -$1.01M -13,161 -11%
AIP
162
Ameritas Investment Partners
Nebraska
$8.08M -$1.34M -17,580 -14%
Principal Financial Group
163
Principal Financial Group
Iowa
$8.06M -$21.5M -281,161 -73%
PWM
164
Perigon Wealth Management
California
$7.99M +$799K +10,458 +11%
SWM
165
SigFig Wealth Management
California
$7.81M +$437K +5,722 +6%
CAM
166
Clark Asset Management
New Hampshire
$7.78M +$906K +11,857 +13%
CWM
167
Connecticut Wealth Management
Connecticut
$7.67M +$7.67M +100,361 New
DC
168
Davenport & Co
Virginia
$7.54M -$717K -9,391 -9%
William Blair & Company
169
William Blair & Company
Illinois
$7.27M +$315K +4,122 +5%
SIA
170
Sovereign Investment Advisors
Arizona
$7.27M +$70.2K +919 +1%
TFP
171
TrueWealth Financial Partners
Washington
$7.27M +$77.8K +1,019 +1%
PRWA
172
Platte River Wealth Advisors
Colorado
$7.2M +$1.56M +20,468 +28%
THL
173
Tillman Hartley LLC
Colorado
$7.18M +$254K +3,330 +4%
LFG
174
Larson Financial Group
Missouri
$7.17M +$455K +5,958 +7%
MWM
175
Merriman Wealth Management
Washington
$7.17M +$5.73M +75,068 +399%
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7
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