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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

717 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 309 increasing their positions, 244 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.43%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
309
Reduced
244
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

1
Comerica Bank
Comerica Bank
Texas
+$76.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$68M
3
Wells Fargo
Wells Fargo
California
+$53.7M
4
TLFA
True Link Financial Advisors
California
+$53.5M
5
RIA
Retirement Investment Advisors
Oklahoma
+$42.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$244M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$99.9M
3
UCFA
United Capital Financial Advisors
Texas
-$59.9M
4
Bank of America
Bank of America
North Carolina
-$32M
5
OCM
One Capital Management
California
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
451
GFG Capital
Florida
$544K +$544K +7,530 New
SCG
452
Sonata Capital Group
Washington
$539K – – –
HWM
453
Hohimer Wealth Management
Washington
$537K +$201K +2,774 +60%
CHA
454
Carmichael Hill & Associates
Maryland
$537K +$35.3K +488 +7%
BFO
455
Biltmore Family Office
North Carolina
$522K – – –
SEP
456
Southland Equity Partners
Missouri
$518K -$69.9K -967 -12%
EAM
457
Evanson Asset Management
California
$516K -$79.1K -1,094 -13%
SWA
458
Sax Wealth Advisors
New Jersey
$514K -$63.8K -882 -11%
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$511K +$211K +2,918 +70%
CBOR
460
Community Bank of Raymore
Missouri
$510K -$145 -2 -0%
PCA
461
Pallas Capital Advisors
Massachusetts
$508K +$508K +7,154 New
AA
462
Ancora Advisors
Ohio
$503K +$7.3K +101 +1%
LSIA
463
LaSalle St. Investment Advisors
Illinois
$499K +$18.7K +259 +4%
MJRIC
464
Mogy Joel R Investment Counsel
California
$497K – – –
KAM
465
Kraft Asset Management
Tennessee
$495K +$11.5K +159 +2%
APWM
466
Argonautica Private Wealth Management
Massachusetts
$483K +$5.5K +76 +1%
LSA
467
Lion Street Advisors
Texas
$482K -$245K -3,393 -34%
FA
468
Flagstar Advisors
New York
$481K -$357K -4,940 -43%
IWP
469
Invenio Wealth Partners
Florida
$481K +$481K +6,654 New
HWA
470
HHM Wealth Advisors
Tennessee
$477K -$174K -2,400 -27%
JWCA
471
J.W. Cole Advisors
Florida
$476K -$53.1K -734 -10%
BWM
472
Boyd Wealth Management
California
$474K -$5.13K -71 -1%
AIM
473
Allen Investment Management
New York
$471K -$152K -2,102 -24%
IWM
474
IHT Wealth Management
Illinois
$466K +$1.88K +26 +0.4%
JIC
475
Joel Isaacson & Co
New York
$464K +$117K +1,623 +34%
17 18
19
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