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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 %
OCM
101
One Capital Management
California
$10.7M +$10.7M +138,851 New
GAM
102
Gemmer Asset Management
California
$10.6M +$106K +1,375 +1%
PAG
103
Private Advisor Group
New Jersey
$10.4M -$144K -1,870 -1%
FF
104
Francis Financial
$10.3M +$8.62M +112,334 +528%
HP
105
HT Partners
Connecticut
$10.2M +$1.64M +21,391 +19%
DC
106
Darrow Company
Massachusetts
$10.1M +$1.26M +16,358 +14%
PFM
107
Phillips Financial Management
Indiana
$9.93M +$152K +1,987 +2%
FA
108
FC Advisory
Pennsylvania
$9.87M -$132K -1,723 -1%
RC
109
Roundview Capital
New Jersey
$9.79M +$1.75M +22,810 +22%
NCM
110
Neumann Capital Management
California
$9.21M +$1.72M +22,421 +23%
Citigroup
111
Citigroup
New York
$9.2M +$207K +2,696 +2%
KAS
112
Kestra Advisory Services
Texas
$9.11M -$15.1M -196,783 -62%
AAM
113
Austin Asset Management
Texas
$8.54M +$127K +1,653 +2%
BRWA
114
B. Riley Wealth Advisors
Florida
$8.44M +$279K +3,637 +3%
FIM
115
Freedom Investment Management
Connecticut
$8.41M +$131K +1,707 +2%
BSW
116
Buckingham Strategic Wealth
Missouri
$8.36M – – –
AWM
117
Avior Wealth Management
Nebraska
$8.32M -$750K -9,773 -8%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$8.08M -$4.29M -55,955 -35%
AIP
119
Ameritas Investment Partners
Nebraska
$7.97M +$824K +10,744 +12%
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$7.93M +$1.21M +15,726 +18%
LPAM
121
Lodestar Private Asset Management
California
$7.66M +$3.34M +43,480 +77%
RWM
122
Revisor Wealth Management
Ohio
$7.64M +$7.64M +99,579 New
MA
123
MBA Advisors
Pennsylvania
$7.56M +$390K +5,087 +5%
SWM
124
SigFig Wealth Management
California
$7.45M -$206K -2,680 -3%
GGS
125
Galvin Gaustad & Stein
Arizona
$7.43M +$1.35M +17,539 +22%
3 4
5
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