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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

717 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 309 increasing their positions, 244 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.43%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
309
Reduced
244
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

1
Comerica Bank
Comerica Bank
Texas
$76.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$68M
3
Wells Fargo
Wells Fargo
California
$581M
4
TLFA
True Link Financial Advisors
California
$92.6M
5
RIA
Retirement Investment Advisors
Oklahoma
$132M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27B
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$983K
3
UCFA
United Capital Financial Advisors
Texas
$344M
4
Bank of America
Bank of America
North Carolina
$394M
5
OCM
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
551
Frank Rimerman Advisors
California
$272K – – –
MA
552
MKT Advisors
California
$269K +$43.7K +611 +19%
MECA
553
Miller Equity Capital Advisors
Texas
$266K – – –
DP
554
Dearborn Partners
Illinois
$264K – – –
TNBTD
555
Trustmark National Bank Trust Department
Mississippi
$264K -$1.59K -22 -0.6%
CFFP
556
Center for Financial Planning
Michigan
$264K – – –
S
557
SignatureFD
Georgia
$263K +$26.3K +364 +11%
WPA
558
West Paces Advisors
Georgia
$262K +$31.8K +440 +14%
HAG
559
HF Advisory Group
Maryland
$259K +$10.8K +149 +4%
OC
560
Oppenheimer & Co
New York
$256K +$38.9K +538 +18%
MSFS
561
Main Street Financial Solutions
Pennsylvania
$255K -$6.8K -94 -3%
GIA
562
Gladstone Institutional Advisory
Florida
$252K +$252K +3,492 New
SAM
563
S.A. Mason
Michigan
$251K -$7.23K -100 -3%
GFG
564
Greystone Financial Group
Michigan
$250K -$17M -234,442 -99%
SP
565
Successful Portfolios
Florida
$249K -$4.85K -67 -2%
LIM
566
Leavell Investment Management
Alabama
$249K +$20.9K +289 +9%
WPW
567
Watershed Private Wealth
Illinois
$248K +$248K +3,428 New
SF
568
Symphony Financial
Texas
$247K – – –
BBWP
569
Beacon Bridge Wealth Partners
Pennsylvania
$246K -$44.8K -619 -15%
AC
570
Addison Capital
Pennsylvania
$243K +$47.8K +662 +25%
PI
571
PFG Investments
New York
$243K +$243K +3,358 New
WAM
572
Walker Asset Management
Missouri
$241K -$145 -2 -0.1%
LWM
573
Liberty Wealth Management
California
$240K -$7.8K -108 -3%
MWA
574
Martel Wealth Advisors
Washington
$239K -$72 -1 -0%
MIM
575
Moseley Investment Management
Florida
$238K -$410K -5,667 -63%
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