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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

720 hedge funds and large institutions have $9.58B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 321 increasing their positions, 231 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+20
Holders Change %
+2.86%
% of All Funds
11.35%
Holding in Top 10
71
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.94%
% of All Funds
1.12%
New
65
Increased
321
Reduced
231
Closed
42
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$702K

Top Buyers

1
MG
Mather Group
Illinois
$178M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$105M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.58B
4
Wells Fargo
Wells Fargo
California
$548M
5
Morgan Stanley
Morgan Stanley
New York
$370M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$563K
2
Jane Street
Jane Street
New York
$0
3
SFMG
Sage Financial Management Group
Virginia
$0
4
GFG
Greystone Financial Group
Michigan
$17.9M
5
CSPAM
Cary Street Partners Asset Management
Virginia
$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFPG
226
Waller Financial Planning Group
Ohio
$3.09M +$116K +1,542 +4%
WA
227
Waverly Advisors
Alabama
$3.04M +$2.19M +29,047 +255%
TI
228
Truepoint Inc
Ohio
$3.01M +$67.5K +897 +2%
T
229
TCWP
Ohio
$2.99M +$361K +4,794 +14%
EA
230
Eclectic Associates
California
$2.92M +$94.7K +1,259 +3%
SAM
231
SignalPoint Asset Management
Missouri
$2.91M -$18.9K -251 -0.6%
PTP
232
Platform Technology Partners
New York
$2.83M +$170K +2,279 +6%
HWMG
233
Hurlow Wealth Management Group
Indiana
$2.76M -$15.6K -207 -0.6%
SLT
234
St Louis Trust
Missouri
$2.67M +$2.67M +35,490 New
KFP
235
KMG Fiduciary Partners
Ohio
$2.53M +$105K +1,390 +4%
CISOA
236
Capital Investment Services of America
Wisconsin
$2.46M -$11.3K -150 -0.5%
LFP
237
Leeward Financial Partners
Washington
$2.45M +$177K +2,356 +8%
SMG
238
Smart Money Group
Texas
$2.41M -$1.2M -15,890 -33%
PIFP
239
Partners in Financial Planning
Virginia
$2.41M -$400K -5,322 -14%
OWA
240
Outlook Wealth Advisors
Texas
$2.4M -$315K -4,181 -12%
PFG
241
PAX Financial Group
Texas
$2.4M -$82.2K -1,092 -3%
PWM
242
Provident Wealth Management
Tennessee
$2.38M +$361K +4,805 +18%
BSWA
243
Bromfield Sneider Wealth Advisors
Massachusetts
$2.38M +$6.24K +83 +0.3%
ACP
244
Aveo Capital Partners
Colorado
$2.38M -$315K -4,185 -12%
Vanguard Group
245
Vanguard Group
Pennsylvania
$2.37M +$484K +6,437 +26%
ACM
246
AlphaStar Capital Management
North Carolina
$2.37M -$2.92M -38,817 -55%
FANJ
247
Financial Architects (New Jersey)
New Jersey
$2.34M +$77.8K +1,034 +3%
MCA
248
Magnolia Capital Advisors
Mississippi
$2.34M +$2.34M +31,111 New
HNB
249
Huntington National Bank
Ohio
$2.34M -$2.4M – –
BTIM
250
BancFirst Trust & Investment Management
Oklahoma
$2.32M -$420K -5,597 -15%
8 9
10
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