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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

557 hedge funds and large institutions have $8.65B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 291 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+32
Holders Change %
+6.1%
% of All Funds
11.27%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.27%
New
66
Increased
291
Reduced
96
Closed
25
Calls
$1.78M
Puts
$241K
Net Calls
+$1.54M
Net Calls Change
+$1.19M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$149M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$97.2M
3
Bank of America
Bank of America
North Carolina
+$93.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$72.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$61.1M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$52.5M
3
WCWM
Willow Creek Wealth Management
California
-$47.5M
4
FIA
Foundations Investment Advisors
Arizona
-$43.8M
5
PIMG
Patriot Investment Management Group
Tennessee
-$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
476
Liberty Wealth Management
California
$148K +$28.7K +307 +24%
OC
477
Oakworth Capital
Alabama
$146K -$8.49K -91 -5%
LFG
478
LifePlan Financial Group
Ohio
$146K +$91.8K +981 +169%
GRP
479
Global Retirement Partners
California
$145K +$25.6K +275 +21%
BC
480
Bartlett & Co
Ohio
$143K +$69.9K +745 +96%
LFG
481
Larson Financial Group
Missouri
$143K +$125K +1,334 +691%
BCWM
482
Bartlett & Co Wealth Management
Ohio
$143K +$69.6K +745 +96%
NPP
483
New Potomac Partners
Maryland
$136K – – –
AF
484
Allworth Financial
California
$133K +$128K +1,367 +2,579%
WB
485
West Bancorporation
Iowa
$131K – – –
AIC
486
Archer Investment Corporation
Indiana
$127K – – –
FPB
487
First PREMIER Bank
South Dakota
$123K – – –
CWC
488
Carolinas Wealth Consulting
North Carolina
$120K +$656 +7 +0.5%
ACA
489
Aptus Capital Advisors
Alabama
$119K +$58.2K +624 +96%
CCM
490
Covington Capital Management
California
$115K – – –
VFA
491
Valeo Financial Advisors
Indiana
$112K +$112K +1,202 New
PA
492
Parallel Advisors
California
$111K +$1.12K +12 +1%
DAC
493
Dividend Assets Capital
South Carolina
$106K – – –
HWA
494
HCR Wealth Advisors
California
$105K – – –
CFA
495
Carroll Financial Associates
North Carolina
$104K – – –
FRA
496
Front Row Advisors
California
$102K – – –
IFAM
497
Institutional & Family Asset Management
Colorado
$97K +$280 +3 +0.3%
PB
498
Pinnacle Bancorp
Nebraska
$88K – – –
TPWA
499
TRUE Private Wealth Advisors
Oregon
$86K – – –
CA
500
Clearstead Advisors
Ohio
$82K +$16.4K +175 +25%
18 19
20
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