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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 %
MWM
301
Meritas Wealth Management
California
$1.41M +$767 +10 +0.1%
CCB
302
Country Club Bank
Missouri
$1.4M -$630K -8,257 -31%
FA
303
Fagan Associates
New York
$1.4M -$7.06K -92 -0.5%
CIA
304
Capital Investment Advisors
Georgia
$1.38M -$267K -3,478 -16%
IWP
305
Insight Wealth Partners
Texas
$1.37M -$2.72M -35,435 -66%
AMM
306
American Money Management
California
$1.37M -$112K -1,457 -8%
PNC
307
Park National Corp
Ohio
$1.36M +$1.61K +21 +0.1%
ATPW
308
Ashton Thomas Private Wealth
Arizona
$1.35M +$668K +8,710 +98%
BBW
309
Blue Barn Wealth
Utah
$1.35M +$180K +2,349 +15%
CAL
310
Capital Advisors Ltd
Ohio
$1.35M -$762K -9,925 -36%
IFA
311
Index Fund Advisors
California
$1.34M +$1.34M +17,450 New
V
312
Veritable
Delaware
$1.33M +$4.84K +63 +0.4%
KWM
313
Kingsview Wealth Management
Oregon
$1.33M -$114K -1,489 -8%
VA
314
Valmark Advisers
Ohio
$1.32M +$291K +3,788 +28%
NSG
315
Nalls Sherbakoff Group
Tennessee
$1.28M +$1.28M +16,772 New
CCA
316
Cadent Capital Advisors
Oklahoma
$1.27M -$57.2K -746 -4%
ABC
317
Associated Banc-Corp
Wisconsin
$1.26M -$93K -1,212 -7%
CCM
318
Coldstream Capital Management
Washington
$1.26M -$8.37K -109 -0.7%
WTFG
319
Wells Trecaso Financial Group
Ohio
$1.25M +$6.14K +80 +0.5%
RJT
320
Raymond James Trust
Florida
$1.24M +$161K +2,100 +15%
MJB
321
Mark J. Bradley
$1.23M -$13.3K -173 -1%
CGPCS
322
Capital Group Private Client Services
California
$1.13M +$2.53K +33 +0.2%
FCB
323
First County Bank
Connecticut
$1.13M +$729K +9,506 +184%
AF
324
Allworth Financial
California
$1.11M -$355K -4,626 -24%
PFC
325
Poplar Forest Capital
California
$1.1M +$284K +3,704 +35%
11 12
13
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