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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 %
Invesco
376
Invesco
Georgia
$799K -$132K -1,715 -14%
GRP
377
Global Retirement Partners
California
$793K +$157K +2,031 +25%
MW
378
Marcum Wealth
Ohio
$788K -$41.4K -539 -5%
HIGP
379
Hill Investment Group Partners
Missouri
$781K – – –
RPG
380
Resource Planning Group
Georgia
$770K +$32.8K +428 +4%
NPP
381
New Potomac Partners
Maryland
$769K +$48K +626 +7%
MWM
382
Maripau Wealth Management
Indiana
$746K +$460 +6 +0.1%
ACA
383
Aptus Capital Advisors
Alabama
$741K -$64.8K -845 -8%
BFO
384
Boston Family Office
Massachusetts
$736K -$107K -1,388 -13%
LC
385
LCNB Corp
Ohio
$731K +$25.7K +335 +4%
AAG
386
Armstrong Advisory Group
Massachusetts
$729K -$15.3M -199,085 -95%
NG
387
Northstar Group
New York
$725K -$57.6K -750 -7%
FWIA
388
Fort Washington Investment Advisors
Ohio
$723K – – –
ASN
389
Advisory Services Network
Georgia
$708K +$253K +3,300 +56%
Manulife (Manufacturers Life Insurance)
390
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$700K +$700K +9,127 New
KA
391
Kovack Advisors
Florida
$693K -$76.8K -1,001 -10%
FFP
392
FourThought Financial Partners
Florida
$691K – – –
HWA
393
HHM Wealth Advisors
Tennessee
$690K – – –
IA
394
IFP Advisors
Florida
$685K -$1.87M -23,160 -73%
KFS
395
Kelly Financial Services
Massachusetts
$677K +$105K +1,372 +18%
BFG
396
Bleakley Financial Group
New Jersey
$672K -$16.2K -211 -2%
SS
397
Simplicity Solutions
Minnesota
$672K +$672K +8,752 New
AIM
398
Allen Investment Management
New York
$661K – – –
AWE
399
Avidian Wealth Enterprises
Texas
$657K – – –
LSA
400
Lion Street Advisors
Texas
$655K -$98.2K -1,279 -13%
14 15
16
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