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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

686 hedge funds and large institutions have $8.04B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+32
Holders Change %
+4.89%
% of All Funds
11.07%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.13%
New
106
Increased
224
Reduced
266
Closed
58
Calls
$282K
Puts
–
Net Calls
+$282K
Net Calls Change
-$12K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$467M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$370M
3
UBS Group
UBS Group
Switzerland
$95.5M
4
Morgan Stanley
Morgan Stanley
New York
$328M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$34M

Top Sellers

1
EA
Efficient Advisors
Ohio
$2.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
3
Jane Street
Jane Street
New York
$0
4
AT
American Trust
Kentucky
$219K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SRSA
401
S.R. Schill & Associates
Washington
$611K +$80.4K +1,082 +15%
WIA
402
World Investment Advisors
California
$609K -$9.14K -123 -1%
ATC
403
Argent Trust Co
Tennessee
$608K -$59.5K -800 -9%
SEP
404
Southland Equity Partners
Missouri
$608K -$161K -2,169 -21%
GFPC
405
Global Financial Private Client
Florida
$605K -$440K -5,926 -42%
OWA
406
One Wealth Advisors
California
$605K +$605K +8,141 New
SFS
407
Security Financial Services
Indiana
$605K +$12.9K +174 +2%
3LCM
408
3D/L Capital Management
Connecticut
$598K +$8.99K +121 +2%
SCG
409
Sonata Capital Group
Washington
$593K -$4.91K -66 -0.8%
FGAM
410
Financial Gravity Asset Management
Texas
$591K -$13.4M -1,678 -96%
Luther King Capital Management (LKCM)
411
Luther King Capital Management (LKCM)
Texas
$581K -$560K – –
RFC
412
Regions Financial Corp
Alabama
$576K -$36.7K -494 -6%
WRPWM
413
Werba Rubin Papier Wealth Management
California
$574K +$574K +7,722 New
BF
414
BOK Financial
Oklahoma
$573K +$8.55K +115 +2%
SWA
415
Sax Wealth Advisors
New Jersey
$567K -$211K -2,835 -27%
CHA
416
Carmichael Hill & Associates
Maryland
$563K -$18.1K -243 -3%
MWM
417
Meridian Wealth Management
Kentucky
$562K -$198K -2,667 -26%
IWM
418
IHT Wealth Management
Illinois
$560K +$5.35K +72 +1%
KFS
419
Kelly Financial Services
Massachusetts
$554K -$4.31K -58 -0.8%
BCI
420
Brinker Capital Investments
Pennsylvania
$545K – – –
AC
421
Anson Capital
Georgia
$544K -$181K -2,434 -25%
HI
422
Harbour Investments
Wisconsin
$543K -$114K -1,534 -17%
CAGAS
423
Capital Advisory Group Advisory Services
Minnesota
$537K -$42.2K -568 -7%
BWA
424
BDO Wealth Advisors
Florida
$531K -$634K -8,525 -54%
SCA
425
STALEY CAPITAL ADVISERS
Pennsylvania
$529K -$5.2K -70 -1%
15 16
17
18 19