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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 %
MC
251
Matisse Capital
Oregon
$2.16M +$2.16M +28,100 New
BAM
252
Baldrige Asset Management
Pennsylvania
$2.09M +$35.3K +460 +2%
ONB
253
Old National Bancorp
Indiana
$2.07M -$395K -5,151 -16%
PWM
254
Provident Wealth Management
Tennessee
$2.06M -$45.5K -593 -2%
Creative Planning
255
Creative Planning
Kansas
$2.05M +$489K +6,378 +31%
EIP
256
Easterly Investment Partners
Massachusetts
$2.04M +$2.76K +36 +0.1%
WMA
257
Wealth Management Associates
New Jersey
$2.02M +$524K +6,830 +35%
DBT
258
Dubuque Bank & Trust
Iowa
$2.01M -$27.2K -354 -1%
WS
259
Wedbush Securities
California
$2M +$113K +1,473 +6%
DWM
260
Dakota Wealth Management
Florida
$1.99M -$453K -5,905 -19%
LA
261
LexAurum Advisors
Kansas
$1.95M -$281K -3,661 -13%
Vanguard Group
262
Vanguard Group
Pennsylvania
$1.93M +$1.93M +25,106 New
BWL
263
Bogart Wealth LLC
Virginia
$1.91M +$1.73M +22,494 +928%
CFGF
264
Compass Financial Group (Florida)
Florida
$1.9M +$93.2K +1,214 +5%
TWM
265
TriaGen Wealth Management
California
$1.89M +$285K +3,713 +18%
AWM
266
Arista Wealth Management
Nevada
$1.89M -$1.87M -24,304 -50%
NGA
267
Naples Global Advisors
Florida
$1.82M +$849K +11,060 +88%
AFA
268
Arlington Financial Advisors
California
$1.81M +$46.6K +607 +3%
BP
269
Ballentine Partners
Massachusetts
$1.81M -$37.8K -493 -2%
DP
270
Denver PWM
Colorado
$1.78M -$23.6K -308 -1%
Renaissance Technologies
271
Renaissance Technologies
New York
$1.77M +$1.77M +23,000 New
WWM
272
Western Wealth Management
Colorado
$1.76M +$513K +6,682 +41%
SIA
273
Strategic Investment Advisors
Michigan
$1.75M -$66K -860 -4%
UBV
274
United Bank (Virginia)
Virginia
$1.71M – – –
SC
275
Stephens Consulting
Michigan
$1.69M -$5.22K -68 -0.3%
9 10
11
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