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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 %
BBA
276
BLB&B Advisors
Pennsylvania
$2.08M -$107K -1,482 -5%
WMA
277
Wealth Management Associates
New Jersey
$2.07M +$23.5K +325 +1%
CSB
278
City State Bank
Iowa
$2.06M +$573K +7,917 +38%
SAM
279
Secure Asset Management
Michigan
$2.02M -$78.5K -1,085 -4%
WWM
280
Western Wealth Management
Colorado
$2.02M +$207K +2,860 +11%
SMG
281
Smart Money Group
Texas
$2M -$316K -4,371 -14%
HNB
282
Huntington National Bank
Ohio
$2M -$2.34M – –
CWM
283
Cahill Wealth Management
Michigan
$2M -$104K -1,445 -5%
AWMNH
284
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.98M +$186K +2,567 +10%
AG
285
Ascent Group
Virginia
$1.96M -$44.7K -620 -2%
AFA
286
Arlington Financial Advisors
California
$1.94M +$128K +1,770 +7%
NGA
287
Naples Global Advisors
Florida
$1.93M +$210K +2,907 +12%
MFS
288
Madrona Financial Services
Washington
$1.92M +$1.45M +19,996 +303%
IFPL
289
Investments & Financial Planning LLC
Kentucky
$1.91M -$26K -359 -1%
CFGF
290
Compass Financial Group (Florida)
Florida
$1.91M +$65.2K +901 +4%
KPWS
291
Kestra Private Wealth Services
Texas
$1.9M +$1.29M +17,838 +212%
DBT
292
Dubuque Bank & Trust
Iowa
$1.9M – – –
TWM
293
TriaGen Wealth Management
California
$1.89M +$109K +1,513 +6%
Corient Private Wealth
294
Corient Private Wealth
Florida
$1.88M +$241K +3,336 +15%
OWA
295
Outlook Wealth Advisors
Texas
$1.88M -$428K -5,913 -19%
CA
296
CGN Advisors
Kansas
$1.88M +$1.27M +17,597 +211%
SWM
297
Spire Wealth Management
Virginia
$1.87M +$64.2K +888 +4%
KWM
298
Kingsview Wealth Management
Oregon
$1.84M +$580K +8,025 +46%
DFC
299
DBK Financial Counsel
Ohio
$1.83M -$251K -3,471 -12%
EIP
300
Easterly Investment Partners
Massachusetts
$1.83M +$2.31K +32 +0.1%
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