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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 %
HWM
551
HB Wealth Management
Georgia
$250K -$57.9K -755 -19%
RMA
552
Roffman Miller Associates
Pennsylvania
$249K -$73.4K -957 -23%
CWS
553
Cypress Wealth Services
California
$249K -$97.2K -1,266 -28%
BCM
554
Brookmont Capital Management
Texas
$248K -$767 -10 -0.3%
WIP
555
WealthCare Investment Partners
Rhode Island
$247K -$10.9K -142 -4%
WPA
556
West Paces Advisors
Georgia
$246K +$15.3K +200 +7%
TWM
557
Thrive Wealth Management
Pennsylvania
$245K +$36.1K +471 +17%
FWM
558
Focused Wealth Management
New York
$240K -$14.6K -190 -6%
BC
559
Burney Company
Virginia
$236K -$27.6M -359,721 -99%
BCA
560
Bay Colony Advisors
Massachusetts
$235K -$58.5K -767 -20%
FWP
561
Firethorn Wealth Partners
Georgia
$232K +$9.44K +124 +4%
IIC
562
Integrated Investment Consultants
Michigan
$231K – – –
IF
563
Insight Folios
North Carolina
$230K -$16.2K -211 -7%
VAS
564
Vestmark Advisory Solutions
Massachusetts
$230K -$19.7K -257 -8%
CCM
565
Crabel Capital Management
California
$225K +$225K +2,927 New
OC
566
Oppenheimer & Co
New York
$225K – – –
ATC
567
Argent Trust Co
Tennessee
$224K -$404K -5,262 -64%
BTWM
568
Baker Tilly Wealth Management
Wisconsin
$223K +$223K +2,907 New
UCB
569
United Community Bank
South Carolina
$222K +$384 +5 +0.2%
BCM
570
Bourgeon Capital Management
Connecticut
$222K +$40.7K +530 +22%
SC
571
SouthState Corp
Florida
$218K – – –
TWM
572
Tradition Wealth Management
Minnesota
$216K +$160K +2,008 +284%
ACM
573
Absolute Capital Management
Pennsylvania
$216K +$216K +2,813 New
MIC
574
Meridian Investment Counsel
California
$216K – – –
BFC
575
Bedel Financial Consulting
Indiana
$215K +$998 +13 +0.5%
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23
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