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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

717 hedge funds and large institutions have $7.98B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 270 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+81
Holders Change %
+12.74%
% of All Funds
11.07%
Holding in Top 10
66
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+17.86%
% of All Funds
1.02%
New
139
Increased
270
Reduced
214
Closed
48
Calls
$219K
Puts
$561K
Net Calls
-$342K
Net Calls Change
-$334K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.9M
2
EA
Efficient Advisors
Ohio
+$36.5M
3
SFMG
Sage Financial Management Group
Virginia
+$18.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$17M
5
CSPAM
Cary Street Partners Asset Management
Virginia
+$15M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$104M
2
Comerica Bank
Comerica Bank
Texas
-$53.3M
3
PAG
Private Advisor Group
New Jersey
-$39.9M
4
US Bancorp
US Bancorp
Minnesota
-$34.4M
5
BSW
Buckingham Strategic Wealth
Missouri
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
526
Wellspring Financial Advisors
Ohio
$291K -$39.4K -450 -12%
ARC
527
Advisor Resource Council
Texas
$291K +$291K +3,320 New
AT
528
Arden Trust
Delaware
$288K -$2.1K -24 -0.7%
BCM
529
Brookmont Capital Management
Texas
$287K +$87.6K +1,001 +44%
MA
530
MKT Advisors
California
$282K +$282K +3,300 New
LFAS
531
Level Four Advisory Services
Texas
$280K +$280K +3,201 New
MWA
532
Martel Wealth Advisors
Washington
$280K +$4.82K +55 +2%
PJSIMP
533
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K +$42.8K +500 +19%
SCA
534
STALEY CAPITAL ADVISERS
Pennsylvania
$269K – – –
SWM
535
SeaCrest Wealth Management
New York
$269K +$31.8K +363 +13%
LWANC
536
Laurel Wealth Advisors (North Carolina)
North Carolina
$265K +$75.1K +856 +40%
MWP
537
Meridian Wealth Partners
Pennsylvania
$264K -$9.12K -104 -3%
AF
538
Affiance Financial
Minnesota
$264K -$1.23K -14 -0.5%
IIC
539
Integrated Investment Consultants
Michigan
$264K – – –
Renaissance Technologies
540
Renaissance Technologies
New York
$263K -$87.7K -1,000 -25%
PWM
541
Perigon Wealth Management
California
$263K -$75.3K -860 -22%
GA
542
Greenspring Advisors
Maryland
$263K +$263K +3,005 New
OC
543
Oppenheimer & Co
New York
$258K -$58.8K -671 -19%
BA
544
Bristlecone Advisors
Washington
$258K – – –
GLLW
545
Graves Light Lenhart Wealth
Virginia
$256K +$614 +7 +0.2%
AA
546
Aire Advisors
California
$251K +$251K +2,864 New
SC
547
SouthState Corp
Florida
$249K – – –
BFA
548
Bluestem Financial Advisors
Illinois
$249K – – –
AWA
549
Arkadios Wealth Advisors
Georgia
$247K -$3.67K -42 -1%
WWM
550
Western Wealth Management
Colorado
$247K +$247K +2,798 New
20 21
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