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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 %
ETS
251
ESL Trust Services
New York
$2.32M -$86.5K -1,150 -4%
MFA
252
Mayflower Financial Advisors
Massachusetts
$2.32M +$742K +9,859 +47%
AP
253
Adero Partners
California
$2.32M -$138K -1,834 -6%
IA
254
IFG Advisors
Missouri
$2.31M +$1.38M +18,313 +147%
AAM
255
Aureus Asset Management
Massachusetts
$2.31M -$145K -1,932 -6%
BBA
256
BLB&B Advisors
Pennsylvania
$2.27M -$224K -2,981 -9%
Creative Planning
257
Creative Planning
Kansas
$2.24M +$237K +3,154 +12%
SFG
258
Steward Financial Group
Texas
$2.23M +$2.23M +29,704 New
MSWMA
259
Market Street Wealth Management Advisors
Indiana
$2.23M -$73.7K -979 -3%
CAC
260
Certified Advisory Corp
Florida
$2.22M +$580K +7,716 +35%
FHB
261
First Hawaiian Bank
Hawaii
$2.19M -$1.99M -26,453 -48%
SAM
262
Secure Asset Management
Michigan
$2.19M +$2.19M +29,069 New
CWM
263
Cahill Wealth Management
Michigan
$2.19M +$61.4K +816 +3%
MMPW
264
Mitchell McLeod Pugh & Williams
Alabama
$2.19M -$32.4K -431 -1%
DFC
265
DBK Financial Counsel
Ohio
$2.17M -$259K -3,447 -11%
BOH
266
Bank of Hawaii
Hawaii
$2.16M -$192K -2,549 -8%
HIM
267
Hanlon Investment Management
New Jersey
$2.15M +$29.3K +389 +1%
WMA
268
Wealth Management Associates
New Jersey
$2.13M +$150K +1,997 +8%
MC
269
Matisse Capital
Oregon
$2.11M – – –
AG
270
Ascent Group
Virginia
$2.08M -$130K -1,735 -6%
SSWM
271
Sheets Smith Wealth Management
North Carolina
$2.05M +$2.05M +27,244 New
IFPL
272
Investments & Financial Planning LLC
Kentucky
$2.01M -$99.8K -1,327 -5%
DBT
273
Dubuque Bank & Trust
Iowa
$1.97M – – –
BWL
274
Bogart Wealth LLC
Virginia
$1.93M +$55.2K +734 +3%
CFGF
275
Compass Financial Group (Florida)
Florida
$1.92M +$57.2K +760 +3%
9 10
11
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