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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
$101M
2
AT
American Trust
Kentucky
$73.7M
3
RIA
Retirement Investment Advisors
Oklahoma
$56.9M
4
LPL Financial
LPL Financial
California
$289M
5
Bank of America
Bank of America
North Carolina
$430M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$11.1M
2
BC
Burney Company
Virginia
$236K
3
EC
Estate Counselors
Wisconsin
$0
4
GC
Grimes & Company
Massachusetts
$651K
5
AA
Atmos Advisory
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
651
Addison Advisors
Vermont
$25.2K +$6.83K +89 +37%
SSB
652
Sandy Spring Bank
Maryland
$21.8K – – –
VWM
653
Valley Wealth Managers
New Jersey
$21.3K – – –
SIS
654
Sound Income Strategies
Florida
$21.3K – – –
FP
655
Financial Perspectives
Minnesota
$20.6K – – –
MAM
656
Marquette Asset Management
Minnesota
$20K – – –
FFL
657
Financial Freedom LLC
Ohio
$19.6K +$77 +1 +0.4%
GFWA
658
Grey Fox Wealth Advisors
Delaware
$18.1K +$77 +1 +0.4%
CCM
659
Chilton Capital Management
Texas
$17.6K +$17.6K +229 New
CA
660
Clearstead Advisors
Ohio
$16.7K +$16.7K +217 New
CMA
661
Cedar Mountain Advisors
Oregon
$16.1K +$9.75K +127 +153%
GWSG
662
GPS Wealth Strategies Group
Colorado
$15.7K +$15.7K +204 New
CWM
663
CarsonAllaria Wealth Management
Illinois
$15K +$15K +195 New
BWM
664
Baystate Wealth Management
Massachusetts
$14K +$7.06K +92 +101%
ADL
665
Asset Dedication LLC
California
$14K -$5.74K -75 -29%
GGI
666
Godsey & Gibb Inc
Virginia
$13.7K -$35.5K -463 -72%
PCM
667
Pointe Capital Management
Michigan
$13.4K +$13.4K +175 New
WT
668
Whittier Trust
California
$12.3K – – –
VNA
669
Valley National Advisers
Pennsylvania
$12K -$1.01K -13 -8%
MIM
670
Macroview Investment Management
Maryland
$11.7K – – –
AWM
671
Accel Wealth Management
Iowa
$11.7K -$43.1K -561 -79%
WP
672
WealthPLAN Partners
Nebraska
$11K +$11K +143 New
WWM
673
Wolff Wiese Magana
California
$10.7K – – –
MLA
674
MB, Levis & Associates
Pennsylvania
$10.1K +$4.91K +64 +96%
SWG
675
Summit Wealth Group
Vermont
$10K +$10K +793,280 New
25 26
27
28 29