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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

717 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 309 increasing their positions, 244 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.43%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
309
Reduced
244
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

1
Comerica Bank
Comerica Bank
Texas
$76.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$68M
3
Wells Fargo
Wells Fargo
California
$581M
4
TLFA
True Link Financial Advisors
California
$92.6M
5
RIA
Retirement Investment Advisors
Oklahoma
$132M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27B
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$983K
3
UCFA
United Capital Financial Advisors
Texas
$344M
4
Bank of America
Bank of America
North Carolina
$394M
5
OCM
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
226
Signify Wealth
Missouri
$3.36M -$7.57M -104,667 -69%
SWIM
227
Smallwood Wealth Investment Management
New Jersey
$3.3M -$7.45K -103 -0.2%
AAP
228
Arax Advisory Partners
Colorado
$3.27M +$36K +498 +1%
WS
229
Wela Strategies
Georgia
$3.26M -$88.9K -1,230 -3%
PWG
230
Private Wealth Group
Florida
$3.25M +$3.25M +44,984 New
IAN
231
Integrated Advisors Network
Texas
$3.25M +$117K +1,616 +4%
AA
232
Advisory Alpha
Michigan
$3.17M +$79.7K +1,102 +3%
KV
233
Kickstand Ventures
New York
$3.16M +$3.16M +43,659 New
FAIM
234
Financial Advocates Investment Management
Washington
$3.14M -$99.9K -1,382 -3%
HFRG
235
Houlihan Financial Resource Group
Virginia
$3M +$3M +41,743 New
OMC
236
Old Mission Capital
Illinois
$2.98M +$1.96M +27,042 +192%
SOAG
237
Silver Oak Advisory Group
Oregon
$2.95M -$767K -10,607 -21%
WFPG
238
Waller Financial Planning Group
Ohio
$2.94M -$27.8K -384 -0.9%
KAS
239
KPP Advisory Services
Kentucky
$2.92M +$2.92M +40,315 New
WJWM
240
Williams Jones Wealth Management
New York
$2.91M +$2.91M +40,264 New
LFP
241
Leeward Financial Partners
Washington
$2.89M +$536K +7,418 +23%
HWMG
242
Hurlow Wealth Management Group
Indiana
$2.89M +$242K +3,345 +9%
TI
243
Truepoint Inc
Ohio
$2.87M -$26.6K -368 -0.9%
SSWM
244
Sheets Smith Wealth Management
North Carolina
$2.82M +$853K +11,797 +43%
CA
245
CoreCap Advisors
Michigan
$2.77M -$1.83M -25,344 -40%
PTP
246
Platform Technology Partners
New York
$2.72M -$29.7K -411 -1%
SAM
247
SignalPoint Asset Management
Missouri
$2.68M -$120K -1,665 -4%
IA
248
IFG Advisors
Missouri
$2.58M +$359K +4,958 +16%
KFP
249
KMG Fiduciary Partners
Ohio
$2.57M +$140K +1,937 +6%
SLT
250
St Louis Trust
Missouri
$2.57M +$145 +2 +0%
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