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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
11.43%
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 %
EWM
101
Echo Wealth Management
Minnesota
$13.3M 184,509 +38,088 +26%
HI
102
Human Investing
Oregon
$13.2M 183,157 +3,471 +2%
FWM
103
ForthRight Wealth Management
Georgia
$13.2M 182,465 +7,755 +4%
RC
104
Roundview Capital
New Jersey
$13.1M 180,666 +41,028 +29%
PAG
105
Private Advisor Group
New Jersey
$13M 179,696 -11,941 -6%
CW
106
CreativeOne Wealth
Kansas
$12.9M 178,305 -6,080 -3%
NC
107
NewSquare Capital
Pennsylvania
$12.5M 172,832 +3,832 +2%
ST
108
Smithfield Trust
Pennsylvania
$12.3M 170,740 +4,165 +3%
Betterment LLC
109
Betterment LLC
New York
$12.2M 168,371 -1,825 -1%
Wealthfront Advisers
110
Wealthfront Advisers
California
$11.7M 162,321 -16,159 -9%
FIS
111
Fischer Investment Strategies
California
$11.6M 160,607 -3,715 -2%
MAS
112
Meeder Advisory Services
Ohio
$11.4M 158,083 +8,152 +5%
LPAM
113
Lodestar Private Asset Management
California
$11.4M 157,850 +26,817 +20%
DC
114
Darrow Company
Massachusetts
$11.4M 157,166 -4,237 -3%
PS
115
Planned Solutions
California
$11.3M 156,908 -1,149 -0.7%
KAS
116
Kestra Advisory Services
Texas
$11.2M 154,496 +46,574 +43%
PFM
117
Phillips Financial Management
Indiana
$11M 151,763 +5,967 +4%
AMG
118
Asset Management Group
Connecticut
$10.9M 151,176 +232 +0.2%
AWM
119
AE Wealth Management
Kansas
$10.9M 150,630 +15,717 +12%
WWM
120
Wiser Wealth Management
Georgia
$10.8M 149,646 +6,053 +4%
Charles Schwab
121
Charles Schwab
California
$10.7M 148,354 +148,354 New
CFD
122
Creative Financial Designs
Indiana
$10.7M 147,853 +7,091 +5%
CPG
123
Cornerstone Planning Group
New Jersey
$10.7M 147,309 +16,094 +12%
HP
124
HT Partners
Connecticut
$10.4M 143,899 +10,645 +8%
AI
125
Atria Investments
North Carolina
$10.3M 142,586 -25,380 -15%
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5
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