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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 %
CWM
176
Concentric Wealth Management
California
$7.16M +$7.16M +93,780 New
PNC
177
Park National Corp
Ohio
$7.1M +$787K +10,302 +12%
CA
178
Continuum Advisory
Idaho
$7.05M +$74.3K +973 +1%
EWM
179
Echo Wealth Management
Minnesota
$6.98M -$7.01M -92,451 -50%
NA
180
NewEdge Advisors
Louisiana
$6.95M +$1.95M +25,730 +39%
FIM
181
Freedom Investment Management
Connecticut
$6.93M -$580K -7,593 -8%
HP
182
Hyperion Partners
Pennsylvania
$6.75M +$88.4K +1,157 +1%
NL
183
NWAM LLC
Washington
$6.74M +$6M +78,614 +816%
BHWM
184
Bay Harbor Wealth Management
Maryland
$6.68M -$313K -4,094 -4%
CWM
185
Congress Wealth Management
Massachusetts
$6.55M +$270K +3,538 +4%
HA
186
Hanover Advisors
South Carolina
$6.54M +$6.54M +85,564 New
ETC
187
Exchange Traded Concepts
Oklahoma
$6.53M +$6.53M +85,463 New
MOS
188
MGO One Seven
Ohio
$6.51M +$1.47M +19,211 +29%
BRWA
189
B. Riley Wealth Advisors
Florida
$6.41M -$1.57M -20,566 -20%
FA
190
Fermata Advisors
California
$6.3M +$42K +550 +0.7%
NCM
191
Neumann Capital Management
California
$6.29M -$2.19M -28,657 -26%
Barclays
192
Barclays
United Kingdom
$6.23M +$454K +5,942 +8%
SWA
193
Safir Wealth Advisors
New Hampshire
$6.11M -$3.21K -42 -0.1%
SIM
194
Studio Investment Management
Illinois
$5.96M -$34K -445 -0.6%
SFG
195
SNS Financial Group
Minnesota
$5.94M +$4.32M +56,609 +267%
CTB
196
Country Trust Bank
Illinois
$5.88M – – –
PFP
197
Pinnacle Financial Partners
Tennessee
$5.81M -$202K -2,647 -3%
BF
198
BOK Financial
Oklahoma
$5.79M +$3.52M +46,120 +155%
SF
199
Synovus Financial
Georgia
$5.75M -$45.8K -600 -0.8%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$5.73M -$116K -1,522 -2%
6 7
8
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