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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 %
BWP
301
Bernardo Wealth Planning
Pennsylvania
$1.63M +$91.3K +1,214 +6%
FTS
302
Fifth Third Securities
Ohio
$1.59M +$137K +1,823 +9%
RCI
303
RS Crum Inc
California
$1.56M +$83.7K +1,112 +6%
IWC
304
Integrated Wealth Concepts
Massachusetts
$1.56M +$126K +1,673 +9%
CSB
305
City State Bank
Iowa
$1.55M +$153K +2,035 +11%
LC
306
LCNB Corp
Ohio
$1.54M +$828K +11,005 +116%
EWM
307
Evergreen Wealth Management
Michigan
$1.5M +$50K +664 +3%
SFS
308
Sowell Financial Services
Arkansas
$1.49M -$2.66M -35,365 -64%
PFS
309
Prospera Financial Services
Texas
$1.48M -$57.2K -759 -4%
GWMIA
310
Global Wealth Management Investment Advisory
Florida
$1.46M -$65.5K -871 -4%
PNC
311
Park National Corp
Ohio
$1.45M +$116K +1,537 +9%
ATPW
312
Ashton Thomas Private Wealth
Arizona
$1.44M +$114K +1,513 +9%
SMWM
313
Silvia McColl Wealth Management
California
$1.43M -$4.51K -60 -0.3%
FPWM
314
FSB Premier Wealth Management
Iowa
$1.43M -$30.1K -400 -2%
VA
315
Valmark Advisers
Ohio
$1.42M +$124K +1,651 +10%
CIBC World Market
316
CIBC World Market
Ontario, Canada
$1.41M -$8.27K -110 -0.6%
SF
317
Summit Financial
New Jersey
$1.4M -$189K -2,506 -12%
MWM
318
Meritas Wealth Management
California
$1.37M -$16.2K -215 -1%
FA
319
Fagan Associates
New York
$1.36M -$14.8K -197 -1%
BBW
320
Blue Barn Wealth
Utah
$1.33M +$13.6K +181 +1%
CIA
321
Capital Investment Advisors
Georgia
$1.32M -$28.1K -374 -2%
CAL
322
Capital Advisors Ltd
Ohio
$1.32M – – –
KWM
323
Kingsview Wealth Management
Oregon
$1.31M +$7K +93 +0.5%
V
324
Veritable
Delaware
$1.31M – – –
NSG
325
Nalls Sherbakoff Group
Tennessee
$1.29M +$12.3K +162 +1%
11 12
13
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