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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

720 hedge funds and large institutions have $9.58B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 321 increasing their positions, 231 reducing their positions, and 42 closing their positions.

Holders
720
Holders Change
+20
Holders Change %
+2.86%
% of All Funds
11.36%
Holding in Top 10
71
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.94%
% of All Funds
1.12%
New
65
Increased
321
Reduced
231
Closed
42
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$702K

Top Buyers

1
MG
1
Mather Group
Illinois
$178M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$105M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.58B
4
Wells Fargo
4
Wells Fargo
California
$548M
5
Morgan Stanley
5
Morgan Stanley
New York
$370M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$563K
2
Jane Street
2
Jane Street
New York
$0
3
SFMG
3
Sage Financial Management Group
Virginia
$0
4
GFG
4
Greystone Financial Group
Michigan
$17.9M
5
CSPAM
5
Cary Street Partners Asset Management
Virginia
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
SLG
551
Stanley-Laman Group
Pennsylvania
$270K 3,415 +37 +1%
USCWA
552
U.S. Capital Wealth Advisors
Texas
$265K 3,516 -1,093 -24%
SP
553
Successful Portfolios
Florida
$264K 3,515 -3,169 -47%
LIM
554
Loudon Investment Management
New Hampshire
$264K 3,505 -210 -6%
PCG
555
Prosperity Consulting Group
Maryland
$264K 3,503 -97 -3%
JIP
556
Jaffetilchin Investment Partners
Florida
$261K 3,474 -153 -4%
SF
557
Symphony Financial
Texas
$259K 3,456 +100 +3%
HAG
558
HF Advisory Group
Maryland
$259K 3,438 +53 +2%
LWM
559
Liberty Wealth Management
California
$258K 3,430 +49 +1%
RPWA
560
Regent Peak Wealth Advisors
Georgia
$253K 3,362 – –
WAM
561
Walker Asset Management
Missouri
$251K 3,335 -41 -1%
PTC
562
Private Trust Company
Ohio
$250K 3,325 -1,780 -35%
CA
563
Claro Advisors
Massachusetts
$250K 3,320 +676 +26%
MWA
564
Martel Wealth Advisors
Washington
$249K 3,307 +24 +0.7%
CFG
565
Citizens Financial Group
Rhode Island
$249K 3,305 +3,305 New
S
566
SignatureFD
Georgia
$246K 3,275 +976 +42%
FCFC
567
First Citizens Financial Corp
Iowa
$245K 3,258 +3,258 New
RMA
568
Roffman Miller Associates
Pennsylvania
$243K 3,235 -15 -0.5%
WIP
569
WealthCare Investment Partners
Rhode Island
$242K 3,254 +31 +1%
FWM
570
Focused Wealth Management
New York
$240K 3,197 +70 +2%
BCM
571
Brookmont Capital Management
Texas
$240K 3,185 -44 -1%
WPA
572
West Paces Advisors
Georgia
$239K 3,181 -30 -0.9%
LIM
573
Leavell Investment Management
Alabama
$237K 3,150 -150 -5%
HAS
574
HBW Advisory Services
California
$237K 3,150 +3,150 New
MA
575
MKT Advisors
California
$236K 3,152 -269 -8%
21 22
23
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