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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 %
VC
326
Veery Capital
Delaware
$1.1M -$134K -1,745 -11%
GVAG
327
Great Valley Advisor Group
Delaware
$1.09M -$210K -2,739 -16%
TC
328
TownSquare Capital
Utah
$1.09M +$91.1K +1,187 +9%
WHG
329
Westwood Holdings Group
Texas
$1.09M -$223K -2,902 -17%
HL
330
HeadInvest LLC
Maine
$1.08M – – –
FWM
331
Forza Wealth Management
Florida
$1.07M – – –
CFG
332
Cooper Financial Group
California
$1.07M -$43.4K -566 -4%
GWCM
333
Godshalk Welsh Capital Management
Pennsylvania
$1.06M -$51.3K -668 -5%
SW
334
SMART Wealth
Nebraska
$1.06M -$784K -10,217 -42%
EH
335
Equitable Holdings
New York
$1.05M -$56.9K -741 -5%
DAS
336
Dynamic Advisor Solutions
Arizona
$1.04M -$68.4K -891 -6%
WF
337
Welch & Forbes
Massachusetts
$1.04M -$167K -2,171 -14%
LWM
338
Laidlaw Wealth Management
New York
$1.03M -$27.9K -363 -3%
EFG
339
Everhart Financial Group
Ohio
$1.03M +$552K +7,189 +116%
PSCM
340
Per Stirling Capital Management
Texas
$1.02M -$79.6K -1,037 -7%
TNB
341
Thomasville National Bank
Georgia
$1.02M – – –
TC
342
TAGStone Capital
North Carolina
$1.02M +$384 +5 +0%
CTFG
343
Capstone Triton Financial Group
Oklahoma
$1.01M -$25.9K -338 -2%
HFG
344
Heron Financial Group
New York
$1M +$1M +13,079 New
Northern Trust
345
Northern Trust
Illinois
$1,000K -$121K -1,581 -11%
RWP
346
RWA Wealth Partners
Massachusetts
$999K +$460 +6 +0%
CAL
347
Capital Analysts LLC
Pennsylvania
$986K +$106K +1,388 +12%
RFC
348
Regions Financial Corp
Alabama
$985K +$391K +5,099 +66%
CA
349
Calton & Associates
Florida
$976K -$86.2K -1,123 -8%
BPA
350
Beacon Pointe Advisors
California
$969K +$677K +8,819 +232%
12 13
14
15 16