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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 %
ACM
426
Alamar Capital Management
California
$640K +$286K +3,797 +81%
GC
427
Grimes & Company
Massachusetts
$638K – – –
KPWS
428
Kestra Private Wealth Services
Texas
$634K +$108K +1,441 +21%
CA
429
CGN Advisors
Kansas
$628K +$186K +2,470 +42%
BCM
430
Becker Capital Management
Oregon
$627K – – –
FIA
431
Foundations Investment Advisors
Arizona
$621K +$369K +4,908 +147%
EAM
432
Evanson Asset Management
California
$619K +$85.5K +1,136 +16%
SRSA
433
S.R. Schill & Associates
Washington
$619K – – –
SEP
434
Southland Equity Partners
Missouri
$611K +$226 +3 +0%
NWM
435
Northwest Wealth Management
Iowa
$609K -$8.35K -111 -1%
RI
436
Ridgewood Investments
New Jersey
$606K +$47.5K +631 +8%
M
437
MOTCO
Texas
$604K +$604K +8,026 New
SWA
438
Sax Wealth Advisors
New Jersey
$601K +$8.95K +119 +2%
PFO
439
Pathstone Family Office
New Jersey
$586K +$42.4K +563 +8%
Luther King Capital Management (LKCM)
440
Luther King Capital Management (LKCM)
Texas
$573K -$584K – –
CAM
441
Cresset Asset Management
Illinois
$572K +$191K +2,534 +50%
SW
442
SVB Wealth
Massachusetts
$568K -$980K -13,025 -63%
CD
443
Chapin Davis
Maryland
$565K – – –
SW
444
StrongBox Wealth
Missouri
$565K -$302K -4,019 -35%
SWG
445
Summit Wealth Group
Vermont
$563K -$59.1M -785,791 -99%
SCG
446
Sonata Capital Group
Washington
$561K -$34.9K -463 -6%
SCA
447
STALEY CAPITAL ADVISERS
Pennsylvania
$552K +$16.1K +214 +3%
JWCA
448
J.W. Cole Advisors
Florida
$550K -$273K -3,629 -33%
WHG
449
Westwood Holdings Group
Texas
$546K -$524K -6,960 -49%
BPA
450
Beacon Pointe Advisors
California
$543K -$407K -5,413 -43%
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