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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 %
BC
451
Barrett & Company
Rhode Island
$476K +$6.37K +83 +1%
NB
452
NBT Bank
New York
$475K -$61.4K -800 -11%
PCM
453
Parsons Capital Management
Rhode Island
$473K -$42.2K -550 -8%
3LCM
454
3D/L Capital Management
Connecticut
$470K -$147K -1,916 -24%
ZF
455
Zhang Financial
Michigan
$470K +$178K +2,318 +61%
PW
456
Peninsula Wealth
California
$468K – – –
SFO
457
Stokes Family Office
Louisiana
$461K – – –
FBB
458
Fulton Breakefield Broenniman
Maryland
$456K +$8.06K +105 +2%
CA
459
CGN Advisors
Kansas
$451K +$384 +5 +0.1%
9WM
460
9258 Wealth Management
Ohio
$451K -$9.82K -128 -2%
AIM
461
Anchor Investment Management
South Carolina
$445K -$46K -600 -9%
WANY
462
Wealthspire Advisors (New York)
New York
$445K -$29.5K -384 -6%
HGWM
463
Horst & Graben Wealth Management
Oregon
$443K -$221K -2,873 -33%
BWA
464
BDO Wealth Advisors
Florida
$443K -$106K -1,375 -19%
PA
465
PFG Advisors
Arizona
$433K +$7.29K +95 +2%
JPLA
466
Joseph P. Lucia & Associates
New York
$430K -$6.91K -90 -2%
TI
467
tru Independence
Oregon
$421K -$74.6K -972 -15%
EL
468
EWA LLC
Pennsylvania
$417K +$417K +5,435 New
CCA
469
Column Capital Advisors
Indiana
$416K +$4.45K +58 +1%
ALWM
470
Andrews Lucia Wealth Management
California
$413K -$13.3K -173 -3%
SWM
471
Stockman Wealth Management
Montana
$412K +$109K +1,422 +36%
CFAM
472
Center For Asset Management
Florida
$409K -$27.6K -360 -6%
TC
473
Trilogy Capital
California
$403K +$6.45K +84 +2%
AssetMark Inc
474
AssetMark Inc
California
$393K -$1.61K -21 -0.4%
PTC
475
Private Trust Company
Ohio
$392K +$77.3K +1,007 +25%
17 18
19
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