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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 %
FWM
351
Forza Wealth Management
Florida
$1.05M – – –
CFG
352
Cooper Financial Group
California
$1.05M +$1.81K +24 +0.2%
CFS
353
CGC Financial Services
Oregon
$1.05M +$1.05M +13,974 New
GJIA
354
Glass Jacobson Investment Advisors
Maryland
$1.05M +$1.05M +13,956 New
AAS
355
Ameritas Advisory Services
Nebraska
$1.04M -$578K -7,818 -36%
RJT
356
Raymond James Trust
Florida
$1.02M -$197K -2,620 -16%
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$201K +2,667 +25%
HL
358
HeadInvest LLC
Maine
$1.01M -$29.6K -400 -3%
TC
359
TAGStone Capital
North Carolina
$1M +$602 +8 +0.1%
TNB
360
Thomasville National Bank
Georgia
$1,000K – – –
CA
361
Calton & Associates
Florida
$998K +$40.4K +537 +4%
LWM
362
Laidlaw Wealth Management
New York
$993K -$16.7K -222 -2%
WF
363
Welch & Forbes
Massachusetts
$986K -$31.1K -413 -3%
CAL
364
Capital Analysts LLC
Pennsylvania
$984K +$17.7K +236 +2%
HFG
365
Heron Financial Group
New York
$982K -$1.51K -20 -0.2%
Northern Trust
366
Northern Trust
Illinois
$980K – – –
TCOV
367
Trust Company of Vermont
Vermont
$978K +$594K +7,900 +155%
CTFG
368
Capstone Triton Financial Group
Oklahoma
$977K -$16.9K -225 -2%
PSCM
369
Per Stirling Capital Management
Texas
$963K -$39.5K -525 -4%
DAS
370
Dynamic Advisor Solutions
Arizona
$958K -$62.2K -827 -6%
AF
371
Allworth Financial
California
$954K -$134K -1,775 -12%
Koshinski Asset Management
372
Koshinski Asset Management
Illinois
$942K +$942K +12,520 New
DSC
373
Duncker Streett & Co
Missouri
$939K +$903 +12 +0.1%
IF
374
Integrity Financial
Wyoming
$935K +$136K +1,813 +17%
AA
375
Alesco Advisors
New York
$919K -$9.78K -130 -1%
13 14
15
16 17