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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 %
BBNA
151
Bremer Bank National Association
Minnesota
$5.64M -$2.67M -34,842 -32%
CWM
152
Cornerstone Wealth Management
Missouri
$5.56M +$5.56M +72,473 New
SIM
153
Studio Investment Management
Illinois
$5.51M +$3.03M +39,542 +123%
PG
154
Prostatis Group
Maryland
$5.45M -$167K -2,172 -3%
MG
155
Mather Group
Illinois
$5.38M -$239K -3,117 -4%
DE
156
Day & Ennis
Georgia
$5.37M -$44.7K -583 -0.8%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$5.36M +$497K +6,475 +10%
ACM
158
AlphaStar Capital Management
North Carolina
$5.31M +$2.61M +34,563 +97%
NA
159
NewEdge Advisors
Louisiana
$5.16M +$453K +5,899 +10%
PRWA
160
Platte River Wealth Advisors
Colorado
$5.14M +$387K +5,041 +8%
M&T Bank
161
M&T Bank
New York
$5.14M +$1.01M +13,178 +25%
CFGS
162
Concourse Financial Group Securities
Alabama
$5.12M +$324K +4,219 +7%
WFAG
163
Wescott Financial Advisory Group
Pennsylvania
$5.03M +$1.88M +24,464 +60%
OMC
164
Old Mission Capital
Illinois
$5.01M +$3.98M +51,866 +385%
SCA
165
Snowden Capital Advisors
New York
$5M +$99.3K +1,294 +2%
SF
166
Synovus Financial
Georgia
$4.91M +$1.29M +16,772 +35%
EA
167
Evolution Advisers
Virginia
$4.87M +$406K +5,288 +9%
RWI
168
Red Wave Investments
Pennsylvania
$4.84M -$440K -5,738 -8%
DC
169
Davenport & Co
Virginia
$4.54M -$22K -287 -0.5%
TPCW
170
TD Private Client Wealth
New York
$4.54M +$899K +11,709 +25%
LFG
171
Larson Financial Group
Missouri
$4.53M +$1.23M +16,044 +37%
CWC
172
Carolinas Wealth Consulting
North Carolina
$4.44M +$1.36M +17,666 +44%
SWIM
173
Smallwood Wealth Investment Management
New Jersey
$4.35M -$2.84K -37 -0.1%
PF
174
Parker Financial
Washington
$4.33M +$158K +2,056 +4%
FHB
175
First Hawaiian Bank
Hawaii
$4.27M +$4.27M +55,587 New
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7
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