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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
$920M
2
Morgan Stanley
Morgan Stanley
New York
$788M
3
Bank of America
Bank of America
North Carolina
$540M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$71.7M
5
TLFA
True Link Financial Advisors
California
$152M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$196M
2
LWM
Liberty Wealth Management
California
$261K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
4
MFG
Merit Financial Group
Georgia
$3.72M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
201
M&T Bank
New York
$5.72M -$330K -4,314 -5%
CWM
202
Cornerstone Wealth Management
Missouri
$5.69M -$128K -1,670 -2%
CSB
203
City State Bank
Iowa
$5.66M +$3.48M +45,594 +160%
PG
204
Prostatis Group
Maryland
$5.65M -$272K -3,558 -5%
SCA
205
Snowden Capital Advisors
New York
$5.63M +$486K +6,366 +9%
ABC
206
Associated Banc-Corp
Wisconsin
$5.62M +$4.42M +57,866 +368%
BBNA
207
Bremer Bank National Association
Minnesota
$5.57M +$837K +10,960 +18%
EWA
208
EverSource Wealth Advisors
Alabama
$5.47M +$450K +5,887 +9%
BSW
209
Buckingham Strategic Wealth
Missouri
$5.46M -$1.77M -23,155 -24%
Creative Planning
210
Creative Planning
Kansas
$5.44M -$248K -3,243 -4%
AWM
211
Apollon Wealth Management
South Carolina
$5.35M +$5.35M +70,084 New
BSWA
212
Bromfield Sneider Wealth Advisors
Massachusetts
$5.33M +$561K +7,341 +12%
SFP
213
Sterling Financial Planning
New Jersey
$5.26M +$294K +3,847 +6%
SOAG
214
Silver Oak Advisory Group
Oregon
$5.22M +$2.11M +27,650 +68%
PF
215
Parker Financial
Washington
$5.22M +$145K +1,898 +3%
CFGS
216
Concourse Financial Group Securities
Alabama
$5.14M -$280K -3,672 -5%
MPW
217
MA Private Wealth
California
$5.14M +$5.14M +67,264 New
EA
218
Evolution Advisers
Virginia
$5.06M +$88K +1,157 +2%
CAC
219
Certified Advisory Corp
Florida
$5.05M +$335K +4,388 +7%
FFWA
220
Forthright Family Wealth Advisory
Texas
$4.98M +$4.98M +65,230 New
AWM
221
Avior Wealth Management
Nebraska
$4.95M -$1.14M -14,984 -19%
I
222
INVST
Indiana
$4.9M +$4.9M +64,750 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$4.88M +$36.1K +472 +0.7%
DE
224
Day & Ennis
Georgia
$4.79M -$13.6K -178 -0.3%
IPW
225
Intergy Private Wealth
Colorado
$4.78M +$310K +4,053 +7%
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