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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
+$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$104M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$84.9M
4
Wells Fargo
Wells Fargo
California
+$58.2M
5
Morgan Stanley
Morgan Stanley
New York
+$36.9M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$59.1M
2
Jane Street
Jane Street
New York
-$16.1M
3
SFMG
Sage Financial Management Group
Virginia
-$12.2M
4
GFG
Greystone Financial Group
Michigan
-$7.7M
5
CSPAM
Cary Street Partners Asset Management
Virginia
-$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPP
401
New Potomac Partners
Maryland
$768K +$14.9K +198 +2%
HIGP
402
Hill Investment Group Partners
Missouri
$765K – – –
OWA
403
One Wealth Advisors
California
$763K +$129K +1,709 +20%
RA
404
RFG Advisory
Alabama
$756K +$258K +3,427 +52%
RWP
405
RWA Wealth Partners
Massachusetts
$744K -$236K -3,134 -24%
MW
406
Marcum Wealth
Ohio
$743K -$29.4K -391 -4%
PPW
407
Pasadena Private Wealth
California
$733K +$733K +9,748 New
MWM
408
Maripau Wealth Management
Indiana
$728K -$3.46K -46 -0.5%
GWM
409
GSB Wealth Management
Connecticut
$720K +$96.7K +1,285 +15%
ASN
410
Advisory Services Network
Georgia
$717K +$22.9K +304 +3%
WLIM
411
White Lighthouse Investment Management
Massachusetts
$679K +$69.4K +922 +11%
FFP
412
FourThought Financial Partners
Florida
$677K – – –
HWA
413
HHM Wealth Advisors
Tennessee
$676K – – –
BFO
414
Boston Family Office
Massachusetts
$674K -$47.9K -636 -7%
MIM
415
Moseley Investment Management
Florida
$674K +$203K +2,698 +43%
NG
416
Northstar Group
New York
$673K -$37.6K -500 -5%
KA
417
Kovack Advisors
Florida
$655K -$24.8K -329 -4%
FWIA
418
Fort Washington Investment Advisors
Ohio
$652K -$56.4K -750 -8%
WRPWM
419
Werba Rubin Papier Wealth Management
California
$648K +$68.8K +914 +12%
AIM
420
Allen Investment Management
New York
$648K – – –
CAMG
421
CWA Asset Management Group
Florida
$646K +$5.49K +73 +0.9%
AWE
422
Avidian Wealth Enterprises
Texas
$644K – – –
FGAM
423
Financial Gravity Asset Management
Texas
$643K -$17.2K -2 -3%
IGWM
424
ICA Group Wealth Management
Colorado
$641K +$522K +6,933 +438%
KFS
425
Kelly Financial Services
Massachusetts
$641K -$23.2K -309 -4%
15 16
17
18 19