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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 %
DSC
351
Duncker Streett & Co
Missouri
$957K +$614 +8 +0.1%
IA
352
IFG Advisors
Missouri
$955K -$130K -1,699 -12%
AA
353
Alesco Advisors
New York
$948K -$336K -4,375 -26%
PG
354
Patten Group
Tennessee
$937K +$45.2K +589 +5%
FA
355
Flagstar Advisors
New York
$907K -$18.7K -244 -2%
MWM
356
Merriman Wealth Management
Washington
$891K -$25K -326 -3%
SW
357
StrongBox Wealth
Missouri
$885K -$239K -3,119 -21%
MGIA
358
Moneta Group Investment Advisors
Missouri
$885K +$381K +4,961 +76%
HR
359
Hardy Reed
Mississippi
$883K -$40.4K -527 -4%
PWM
360
PBMares Wealth Management
Virginia
$874K -$26.8K -349 -3%
WA
361
Waverly Advisors
Alabama
$874K -$312K -4,063 -26%
UB
362
UMB Bank
Missouri
$863K -$157K -2,047 -15%
OIA
363
OneDigital Investment Advisors
Kansas
$862K -$22.1K -288 -2%
TF
364
TimeScale Financial
Massachusetts
$859K +$859K +11,188 New
PAG
365
Powers Advisory Group
Illinois
$854K +$1.92K +25 +0.2%
FT
366
Fiduciary Trust
Massachusetts
$847K +$83K +1,081 +11%
JWCA
367
J.W. Cole Advisors
Florida
$840K -$94.6K -1,233 -10%
CSPAM
368
Cary Street Partners Asset Management
Virginia
$839K +$662K +70,602 +376%
BCMIO
369
Beacon Capital Management Inc (Ohio)
Ohio
$834K +$16K +208 +2%
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$829K +$194K +2,532 +31%
MPIA
371
Mountain Pacific Investment Advisers
Idaho
$829K +$190K +2,470 +30%
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$828K -$27.8K -362 -3%
VNIM
373
Vaughan Nelson Investment Management
Texas
$815K +$15.7K +205 +2%
IF
374
Integrity Financial
Wyoming
$815K +$302K +3,936 +59%
LT
375
Legacy Trust
Michigan
$806K -$15.3K -200 -2%
13 14
15
16 17