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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

717 hedge funds and large institutions have $7.98B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 270 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+81
Holders Change %
+12.74%
% of All Funds
11.07%
Holding in Top 10
66
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+17.86%
% of All Funds
1.02%
New
139
Increased
270
Reduced
214
Closed
48
Calls
$219K
Puts
$561K
Net Calls
-$342K
Net Calls Change
-$334K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.9M
2
EA
Efficient Advisors
Ohio
+$36.5M
3
SFMG
Sage Financial Management Group
Virginia
+$18.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$17M
5
CSPAM
Cary Street Partners Asset Management
Virginia
+$15M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$104M
2
Comerica Bank
Comerica Bank
Texas
-$53.3M
3
PAG
Private Advisor Group
New Jersey
-$39.9M
4
US Bancorp
US Bancorp
Minnesota
-$34.4M
5
BSW
Buckingham Strategic Wealth
Missouri
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
451
Carmichael Hill & Associates
Maryland
$512K +$120K +1,366 +30%
MAWCM
452
Mine & Arao Wealth Creation & Management
California
$511K +$46.2K +527 +10%
CBFP
453
Cedar Brook Financial Partners
Ohio
$510K -$85.5K -976 -14%
SFS
454
Security Financial Services
Indiana
$510K +$510K +5,815 New
DIP
455
DT Investment Partners
Pennsylvania
$508K +$174K +1,988 +52%
TA
456
TrueWealth Advisors
Alabama
$506K +$70.1K +800 +16%
EB
457
Eastern Bank
Massachusetts
$504K +$504K +5,752 New
AssetMark Inc
458
AssetMark Inc
California
$501K -$13.3K -152 -3%
Squarepoint
459
Squarepoint
New York
$500K +$500K +5,706 New
BST
460
Bath Savings Trust
Maine
$493K +$126K +1,432 +34%
MWA
461
MFA Wealth Advisors
Pennsylvania
$486K +$486K +5,550 New
KFS
462
Kelly Financial Services
Massachusetts
$482K +$38.5K +439 +9%
VW
463
Vance Wealth
California
$470K +$470K +5,364 New
AWM
464
Atticus Wealth Management
Florida
$458K +$68.2K +778 +17%
IA
465
Insight Advisors
Pennsylvania
$452K – – –
CRI
466
Colonial River Investments
Virginia
$446K +$446K +5,093 New
MWM
467
Meridian Wealth Management
Kentucky
$444K +$444K +5,065 New
UB
468
UMB Bank
Missouri
$427K – – –
EFG
469
Everhart Financial Group
Ohio
$426K -$1.07M -12,264 -72%
AWM
470
Axxcess Wealth Management
California
$425K +$425K +4,855 New
FPFS
471
First Personal Financial Services
North Carolina
$422K -$23.1K -264 -5%
FFM
472
Forum Financial Management
Illinois
$416K +$416K +4,750 New
WFM
473
Wolff Financial Management
Michigan
$413K +$413K +4,710 New
MPIA
474
Mountain Pacific Investment Advisers
Idaho
$411K +$12K +137 +3%
VFA
475
Valeo Financial Advisors
Indiana
$409K +$29.7K +339 +8%
17 18
19
20 21