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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 %
CAMG
401
CWA Asset Management Group
Florida
$653K -$31.3K -408 -5%
GC
402
Grimes & Company
Massachusetts
$651K -$18.6M -242,256 -97%
OWA
403
One Wealth Advisors
California
$648K +$22.9K +298 +4%
WIA
404
World Investment Advisors
California
$647K +$17.9K +233 +3%
BCM
405
Becker Capital Management
Oregon
$640K +$640K +8,335 New
GWM
406
GSB Wealth Management
Connecticut
$636K -$53.1K -692 -8%
SFS
407
Security Financial Services
Indiana
$633K +$9.06K +118 +1%
SRSA
408
S.R. Schill & Associates
Washington
$631K – – –
NWM
409
Northwest Wealth Management
Iowa
$630K -$8.6K -112 -1%
EWA
410
EP Wealth Advisors
California
$629K -$4.68M -138,446 -88%
SEP
411
Southland Equity Partners
Missouri
$623K -$4.37K -57 -0.7%
WLIM
412
White Lighthouse Investment Management
Massachusetts
$622K -$27.2K -354 -4%
SCG
413
Sonata Capital Group
Washington
$607K -$4.99K -65 -0.8%
SWA
414
Sax Wealth Advisors
New Jersey
$604K +$18K +234 +3%
CHA
415
Carmichael Hill & Associates
Maryland
$597K +$16K +208 +3%
BWM
416
Boyd Wealth Management
California
$594K -$72.6K -946 -11%
WRPWM
417
Werba Rubin Papier Wealth Management
California
$591K -$1.84K -24 -0.3%
CF
418
Centaurus Financial
California
$588K +$385K +5,019 +190%
PBF
419
Petix & Botte Financial
California
$587K +$587K +7,655 New
Luther King Capital Management (LKCM)
420
Luther King Capital Management (LKCM)
Texas
$584K -$581K – –
CAGAS
421
Capital Advisory Group Advisory Services
Minnesota
$577K +$22.6K +295 +4%
CD
422
Chapin Davis
Maryland
$577K +$204K +2,661 +55%
AA
423
Ancora Advisors
Ohio
$573K -$66.4K -865 -10%
RI
424
Ridgewood Investments
New Jersey
$570K +$71.8K +936 +14%
AFAS
425
Acorn Financial Advisory Services
Virginia
$570K +$144K +1,881 +34%
15 16
17
18 19