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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 %
BAM
426
Belpointe Asset Management
Nevada
$558K -$442K -5,761 -44%
PFO
427
Pathstone Family Office
New Jersey
$554K -$572K -7,451 -51%
SCA
428
STALEY CAPITAL ADVISERS
Pennsylvania
$546K – – –
EAM
429
Evanson Asset Management
California
$544K +$153 +2 +0%
CBOR
430
Community Bank of Raymore
Missouri
$541K – – –
BG
431
Benedetti & Gucer
Georgia
$537K -$496K -6,461 -48%
KPWS
432
Kestra Private Wealth Services
Texas
$536K +$160K +2,079 +42%
BONH
433
Bank of New Hampshire
New Hampshire
$529K – – –
MJRIC
434
Mogy Joel R Investment Counsel
California
$528K +$528K +6,875 New
IWM
435
IHT Wealth Management
Illinois
$521K -$56.9K -741 -10%
MWM
436
Meridian Wealth Management
Kentucky
$519K -$61.1K -796 -11%
LSIA
437
LaSalle St. Investment Advisors
Illinois
$516K -$851K -11,109 -62%
AC
438
Anson Capital
Georgia
$516K -$45.6K -594 -8%
KAM
439
Kraft Asset Management
Tennessee
$513K -$10.4K -135 -2%
SP
440
Successful Portfolios
Florida
$513K +$127K +1,659 +33%
AFG
441
Atomi Financial Group
New York
$510K +$510K +6,647 New
RA
442
RFG Advisory
Alabama
$509K -$8.9K -116 -2%
APWM
443
Argonautica Private Wealth Management
Massachusetts
$508K +$28.1K +366 +6%
WAP
444
Wealthcare Advisory Partners
Pennsylvania
$506K -$310K -4,039 -38%
GFPC
445
Global Financial Private Client
Florida
$496K -$131K -1,698 -21%
WB
446
WesBanco Bank
West Virginia
$490K +$17.8K +232 +4%
HI
447
Harbour Investments
Wisconsin
$488K -$72.7K -948 -13%
CAG
448
Compass Advisory Group
New York
$484K +$4.68K +61 +1%
MIM
449
Moseley Investment Management
Florida
$480K +$52.8K +688 +12%
BF
450
BOK Financial
Oklahoma
$480K -$111K -1,450 -19%
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18
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