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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 %
TCOV
476
Trust Company of Vermont
Vermont
$392K -$72.8K -949 -16%
MAWCM
477
Mine & Arao Wealth Creation & Management
California
$390K -$7.29K -95 -2%
FFBTD
478
First Financial Bank - Trust Division
Ohio
$390K – – –
CAM
479
Cresset Asset Management
Illinois
$389K +$389K +5,073 New
SWP
480
Stratos Wealth Partners
Ohio
$383K -$874K -11,383 -70%
FNBOO
481
First National Bank of Omaha
Nebraska
$378K – – –
GIA
482
Gladstone Institutional Advisory
Florida
$368K +$368K +4,800 New
JIC
483
Joel Isaacson & Co
New York
$368K – – –
BBWP
484
Beacon Bridge Wealth Partners
Pennsylvania
$365K -$702K -9,146 -66%
ACM
485
Alamar Capital Management
California
$361K – – –
SRG
486
SBB Research Group
Illinois
$360K +$360K +4,696 New
CCG
487
Cypress Capital Group
Florida
$359K – – –
AMBIA
488
Allen Mooney & Barnes Investment Advisors
Georgia
$357K -$691 -9 -0.2%
FHA
489
Flagship Harbor Advisors
Massachusetts
$357K -$921 -12 -0.3%
CBFP
490
Cedar Brook Financial Partners
Ohio
$355K +$1.84K +24 +0.5%
EE
491
EWG Elevate
California
$355K +$26.1K +340 +8%
USCWA
492
U.S. Capital Wealth Advisors
Texas
$354K -$677K -8,826 -66%
PWM
493
Perigon Wealth Management
California
$353K +$28.5K +372 +9%
DFG
494
Delta Financial Group
New Jersey
$353K -$46.8K -610 -12%
HGERS
495
Householder Group Estate & Retirement Specialist
Arizona
$351K +$351K +4,575 New
PCIA
496
Prime Capital Investment Advisors
Kansas
$343K -$20.9K -272 -6%
Empower Advisory Group
497
Empower Advisory Group
Colorado
$342K +$342K +4,441 New
WWM
498
Windsor Wealth Management
Indiana
$339K – – –
RLWM
499
RF&L Wealth Management
Massachusetts
$338K -$152K -1,975 -31%
PFG
500
Pacific Financial Group
Washington
$337K +$22.3K +290 +7%
18 19
20
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