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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 %
Corient Private Wealth
276
Corient Private Wealth
Florida
$1.69M +$42.7K +556 +3%
MAM
277
Meeder Asset Management
Ohio
$1.68M -$10.7K -139 -0.6%
AAS
278
Ameritas Advisory Services
Nebraska
$1.68M +$55.7K +726 +3%
CAC
279
Certified Advisory Corp
Florida
$1.67M +$183K +2,381 +12%
CPA
280
Capital Performance Advisors
California
$1.63M +$59.6K +777 +4%
SF
281
Summit Financial
New Jersey
$1.62M -$197K -2,565 -11%
FA
282
Fermata Advisors
California
$1.61M -$5.34M -69,593 -77%
RL
283
Retireful LLC
Michigan
$1.61M +$1.61M +20,962 New
MFA
284
Mayflower Financial Advisors
Massachusetts
$1.61M +$426K +5,554 +36%
DADC
285
D.A. Davidson & Co
Montana
$1.6M -$243K -3,167 -13%
Deutsche Bank
286
Deutsche Bank
Germany
$1.59M -$753K -9,812 -32%
SW
287
SVB Wealth
Massachusetts
$1.58M -$2.07K -27 -0.1%
BWP
288
Bernardo Wealth Planning
Pennsylvania
$1.57M +$88.6K +1,155 +6%
PFS
289
Prospera Financial Services
Texas
$1.57M -$122K -1,590 -7%
GWMIA
290
Global Wealth Management Investment Advisory
Florida
$1.56M -$1.17M -15,254 -43%
SWM
291
Spire Wealth Management
Virginia
$1.51M +$1.31M +17,047 +640%
RCI
292
RS Crum Inc
California
$1.5M +$480K +6,255 +47%
FPWM
293
FSB Premier Wealth Management
Iowa
$1.49M -$56.6K -737 -4%
EWM
294
Evergreen Wealth Management
Michigan
$1.48M +$1.48M +19,338 New
FTS
295
Fifth Third Securities
Ohio
$1.48M -$426K -5,551 -22%
SMWM
296
Silvia McColl Wealth Management
California
$1.47M +$53.6K +698 +4%
IWC
297
Integrated Wealth Concepts
Massachusetts
$1.46M -$286K -3,729 -16%
Millennium Management
298
Millennium Management
New York
$1.45M +$1.45M +18,899 New
CIBC World Market
299
CIBC World Market
Ontario, Canada
$1.44M +$20.3K +265 +1%
CSB
300
City State Bank
Iowa
$1.42M +$436K +5,688 +44%
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