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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 %
FPCG
501
Forum Private Client Group
Indiana
$334K -$52K -678 -13%
SB
502
Strategic Blueprint
Georgia
$333K +$65.5K +853 +24%
RFP
503
Root Financial Partners
California
$333K +$333K +4,339 New
MCCP
504
Mission Creek Capital Partners
California
$333K +$921 +12 +0.3%
PIMG
505
Patriot Investment Management Group
Tennessee
$333K -$293K -3,814 -47%
KCM
506
Kanawha Capital Management
Virginia
$330K -$7.67K -100 -2%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$327K -$2.19M -28,561 -87%
TA
508
TrueWealth Advisors
Alabama
$327K -$19.3K -251 -6%
EHC
509
Everett Harris & Co
California
$320K – – –
SMC
510
Smith, Moore & Co
Missouri
$319K -$32.8K -427 -9%
FPFS
511
First Personal Financial Services
North Carolina
$317K -$11.8K -154 -4%
ANTB
512
AMG National Trust Bank
Colorado
$313K – – –
LA
513
LVW Advisors
New York
$309K +$5.76K +75 +2%
ZCM
514
Ziegler Capital Management
Illinois
$308K +$15.3K +200 +5%
LGA
515
Lebenthal Global Advisors
New York
$307K +$29K +378 +10%
CB
516
Centennial Bank
Arkansas
$306K -$75.2K -980 -20%
SPIA
517
Steward Partners Investment Advisory
New York
$302K +$39.3K +512 +15%
BST
518
Bath Savings Trust
Maine
$302K -$1.92K -25 -0.6%
VFA
519
Valeo Financial Advisors
Indiana
$299K -$65.6K -855 -18%
CMBA
520
C.M. Bidwell & Associates
Hawaii
$297K +$55.9K +729 +23%
Franklin Resources
521
Franklin Resources
California
$295K – – –
LFA
522
LGT Financial Advisors
Texas
$295K -$356K -4,645 -55%
Fisher Asset Management
523
Fisher Asset Management
Washington
$293K +$293K +3,813 New
MFT
524
Moisand Fitzgerald Tamayo
Florida
$289K -$8.52K -111 -3%
FRA
525
Frank Rimerman Advisors
California
$288K – – –
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