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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 %
EP
576
Eudaimonia Partners
Tennessee
$215K -$35K -456 -14%
GWM
577
Guardian Wealth Management
Illinois
$214K -$79.3K -1,034 -27%
SOS
578
Silver Oak Securities
Tennessee
$214K +$214K +2,758 New
AWS
579
AJ Wealth Strategies
New York
$212K +$212K +2,761 New
PCS
580
Personal CFO Solutions
New Jersey
$209K +$460 +6 +0.2%
SWM
581
SeaCrest Wealth Management
New York
$208K -$15.6K -203 -7%
LWANC
582
Laurel Wealth Advisors (North Carolina)
North Carolina
$205K -$2.53K -33 -1%
DCM
583
Dimension Capital Management
Florida
$205K +$205K +2,668 New
CA
584
Claro Advisors
Massachusetts
$203K -$4.83K -63 -2%
KIG
585
Kowal Investment Group
Wisconsin
$201K +$201K +2,620 New
1WA
586
180 Wealth Advisors
Washington
$200K +$200K +2,606 New
LFA
587
Level Financial Advisors
New York
$192K -$12.6K -164 -6%
RCM
588
Raleigh Capital Management
North Carolina
$190K +$614 +8 +0.3%
SIC
589
Salem Investment Counselors
North Carolina
$188K +$2.23K +29 +1%
WP
590
WealthShield Partners
North Carolina
$185K +$185K +2,416 New
TC
591
Truvestments Capital
Florida
$184K +$844 +11 +0.5%
RPCA
592
Running Point Capital Advisors
California
$183K -$5.99K -78 -3%
BEI
593
Benjamin Edwards Inc
Missouri
$180K +$16.9K +220 +10%
S
594
SignatureFD
Georgia
$176K – – –
NSIM
595
North Star Investment Management
Illinois
$170K +$77 +1 +0%
TCWA
596
Ten Capital Wealth Advisors
Washington
$155K +$155K +2,018 New
CT
597
Colonial Trust
South Carolina
$147K +$16.5K +216 +13%
FFA
598
Farther Finance Advisors
California
$144K +$61K +795 +74%
National Bank of Canada
599
National Bank of Canada
Quebec, Canada
$140K +$37K +479 +36%
HIA
600
Harbor Investment Advisory
Maryland
$140K – – –
22 23
24
25 26