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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

700 hedge funds and large institutions have $8.69B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+14
Holders Change %
+2.04%
% of All Funds
11.2%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1.02%
New
67
Increased
292
Reduced
255
Closed
39
Calls
$207K
Puts
$668K
Net Calls
-$461K
Net Calls Change
-$743K

Top Buyers

1
EA
Efficient Advisors
Ohio
+$98M
2
AT
American Trust
Kentucky
+$73.5M
3
RIA
Retirement Investment Advisors
Oklahoma
+$47.1M
4
LPL Financial
LPL Financial
California
+$41M
5
Bank of America
Bank of America
North Carolina
+$38.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$32.5M
2
BC
Burney Company
Virginia
-$27.6M
3
EC
Estate Counselors
Wisconsin
-$20.6M
4
GC
Grimes & Company
Massachusetts
-$18.6M
5
AA
Atmos Advisory
Pennsylvania
-$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
226
Integrated Advisors Network
Texas
$2.72M +$13K +169 +0.5%
HIIFS
227
Harel Insurance Investments & Financial Services
Israel
$2.72M – – –
SCA
228
Stokes Capital Advisors
South Carolina
$2.72M -$44.7K -583 -2%
T
229
TCWP
Ohio
$2.68M +$68.3K +890 +3%
CTC
230
Central Trust Company
Missouri
$2.6M -$1.81M -23,523 -41%
BBA
231
BLB&B Advisors
Pennsylvania
$2.55M +$169K +2,204 +7%
PFG
232
PAX Financial Group
Texas
$2.53M +$11.1K +145 +0.4%
CISOA
233
Capital Investment Services of America
Wisconsin
$2.52M -$19.2K -250 -0.8%
AAM
234
Aureus Asset Management
Massachusetts
$2.51M -$135K -1,762 -5%
AP
235
Adero Partners
California
$2.5M +$1.5M +19,536 +149%
DFC
236
DBK Financial Counsel
Ohio
$2.48M -$361K -4,710 -13%
KFP
237
KMG Fiduciary Partners
Ohio
$2.47M +$1.83M +23,790 +282%
CIC
238
Cutler Investment Counsel
Oregon
$2.47M -$777K -10,128 -24%
ETS
239
ESL Trust Services
New York
$2.46M +$196K +2,549 +9%
BSWA
240
Bromfield Sneider Wealth Advisors
Massachusetts
$2.42M +$39.2K +511 +2%
BOH
241
Bank of Hawaii
Hawaii
$2.4M -$590K -7,694 -20%
HNB
242
Huntington National Bank
Ohio
$2.4M -$2.37M – –
MSWMA
243
Market Street Wealth Management Advisors
Indiana
$2.35M -$170K -2,214 -7%
LFP
244
Leeward Financial Partners
Washington
$2.32M +$164K +2,137 +8%
FANJ
245
Financial Architects (New Jersey)
New Jersey
$2.31M +$330K +4,306 +17%
AG
246
Ascent Group
Virginia
$2.27M +$211K +2,755 +10%
MMPW
247
Mitchell McLeod Pugh & Williams
Alabama
$2.26M +$2.26M +29,486 New
CWM
248
Cahill Wealth Management
Michigan
$2.17M +$225K +2,938 +12%
HIM
249
Hanlon Investment Management
New Jersey
$2.16M -$222K -2,897 -9%
IFPL
250
Investments & Financial Planning LLC
Kentucky
$2.16M -$67.1K -874 -3%
8 9
10
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