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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 %
PGFC
51
Peapack-Gladstone Financial Corp
New Jersey
$24.1M +$4.21M +55,193 +21%
RJA
52
Raymond James & Associates
Florida
$23.9M -$1.97M -25,686 -8%
TLFA
53
True Link Financial Advisors
California
$23.6M +$23.2M +302,129 +5,197%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$23.6M -$2.46M -32,065 -9%
PRS
55
Pinkerton Retirement Specialists
Idaho
$23M +$1.09M +14,266 +5%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$22.8M -$5.19M -67,687 -19%
GWM
57
Geneos Wealth Management
Colorado
$22.7M +$207K +2,695 +0.9%
OFP
58
OLIO Financial Planning
Virginia
$22.2M +$2.1M +27,333 +10%
AWS
59
Atria Wealth Solutions
New York
$22.1M -$395K -5,142 -2%
FFG
60
Fullen Financial Group
Ohio
$21.2M +$953K +12,360 +5%
SWRP
61
Summit Wealth & Retirement Planning
California
$20.3M -$851K -11,093 -4%
DPI
62
Diversified Portfolios Inc
Michigan
$19.7M -$4.49M -58,540 -19%
AAS
63
Avantax Advisory Services
Texas
$19.1M +$16.2M +211,496 +568%
WPWM
64
Windward Private Wealth Management
Kansas
$18.6M +$192K +2,497 +1%
WCWM
65
Willow Creek Wealth Management
California
$17.6M -$56K -730 -0.3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$17.6M +$559K +7,285 +3%
Jane Street
67
Jane Street
New York
$16.1M +$16.1M +210,149 New
CAN
68
Cetera Advisor Networks
California
$15.9M +$280K +3,651 +2%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$15.9M +$575K +7,492 +4%
OPS
70
Orion Portfolio Solutions
Nebraska
$15.8M +$1.02M +13,264 +7%
BCI
71
Brinker Capital Investments
Pennsylvania
$15.8M +$15.2M +198,459 +2,705%
FMC
72
First Merchants Corp
Indiana
$15.7M +$924K +12,044 +6%
Wealthfront Advisers
73
Wealthfront Advisers
California
$15.3M +$3.18M +41,460 +26%
SCA
74
Scott Capital Advisors
Oregon
$15M +$10.3M +133,920 +216%
SC
75
Schiavi & Co
Delaware
$15M +$9.64M +125,556 +180%
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