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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.

Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.44%
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
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$157M
2
Comerica Bank
2
Comerica Bank
Texas
$76.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$61.7M
5
Wells Fargo
5
Wells Fargo
California
$581M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.27B
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$983K
3
UCFA
3
United Capital Financial Advisors
Texas
$344M
4
Bank of America
4
Bank of America
North Carolina
$394M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$19.9M 274,639 -221,826 -45%
CAN
77
Cetera Advisor Networks
California
$19.4M 268,918 +5,721 +2%
MHR
78
Matthew Hamilton Rosenberg
$19M 262,144 +262,051 +281,775%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$18.3M 253,731 +195,368 +335%
DPI
80
Diversified Portfolios Inc
Michigan
$18.2M 251,447 -12,476 -5%
WPWM
81
Windward Private Wealth Management
Kansas
$18M 248,719 +3,839 +2%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$18M 248,541 -2,124 -0.8%
SHGA
83
Sand Hill Global Advisors
California
$17.5M 241,351 -179,615 -43%
SFMG
84
Sage Financial Management Group
Virginia
$17.2M 237,657 +237,657 New
Citadel Advisors
85
Citadel Advisors
Florida
$17.2M 237,411 +237,411 New
SWRP
86
Summit Wealth & Retirement Planning
California
$16.8M 232,889 -28,974 -11%
CA
87
Cetera Advisors
Colorado
$16.7M 231,198 -11,460 -5%
AWA
88
Amplius Wealth Advisors
Pennsylvania
$16.4M 227,102 +46,394 +26%
CPRC
89
Consolidated Portfolio Review Corp
New York
$16.1M 223,324 +16,990 +8%
SC
90
Schiavi & Co
Delaware
$16M 221,113 +8,194 +4%
OPS
91
Orion Portfolio Solutions
Nebraska
$15.8M 218,333 +1,975 +0.9%
BCI
92
Brinker Capital Investments
Pennsylvania
$15.8M 218,333 +1,975 +0.9%
SI
93
Stephens Inc
Arkansas
$15M 207,340 +43,115 +26%
Prudential Financial
94
Prudential Financial
New Jersey
$14.2M 196,359 +15,341 +8%
JSA
95
Jacobson & Schmitt Advisors
Wisconsin
$13.9M 192,744 +192,744 New
VCM
96
Verde Capital Management
Michigan
$13.6M 187,549 +4,085 +2%
Cerity Partners
97
Cerity Partners
New York
$13.5M 187,191 +92,321 +97%
FMC
98
First Merchants Corp
Indiana
$13.5M 186,725 -14,947 -7%
BFP
99
Brewster Financial Planning
New York
$13.4M 185,686 +13,077 +8%
BCM
100
Brookstone Capital Management
Illinois
$13.4M 190,074 -6,170 -3%
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4
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