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Vanguard Intermediate-Term Bond ETF
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Overview Fund Activity

720 hedge funds and large institutions have $9.58B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 321 increasing their positions, 231 reducing their positions, and 42 closing their positions.

Holders
720
Holders Change
+20
Holders Change %
+2.86%
% of All Funds
11.36%
Holding in Top 10
71
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.94%
% of All Funds
1.12%
New
65
Increased
321
Reduced
231
Closed
42
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$702K

Top Buyers

1
MG
1
Mather Group
Illinois
$178M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$105M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.58B
4
Wells Fargo
4
Wells Fargo
California
$548M
5
Morgan Stanley
5
Morgan Stanley
New York
$370M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$563K
2
Jane Street
2
Jane Street
New York
$0
3
SFMG
3
Sage Financial Management Group
Virginia
$0
4
GFG
4
Greystone Financial Group
Michigan
$17.9M
5
CSPAM
5
Cary Street Partners Asset Management
Virginia
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
NL
151
NWAM LLC
Washington
$6.73M 89,411 +52,752 +144%
BWM
152
BerganKDV Wealth Management
Minnesota
$6.71M 89,174 +1,441 +2%
DC
153
Davenport & Co
Virginia
$6.7M 89,013 +29,802 +50%
PWM
154
Perigon Wealth Management
California
$6.56M 87,252 +82,646 +1,794%
KCM
155
KLK Capital Management
California
$6.43M 81,392 -4,091 -5%
SPC
156
Sigma Planning Corp
Michigan
$6.4M 85,020 -9,292 -10%
HP
157
Hyperion Partners
Pennsylvania
$6.32M 84,020 +2,684 +3%
KLI
158
Kelman-Lazarov Inc
Tennessee
$6.2M 82,360 -7,946 -9%
SWA
159
Safir Wealth Advisors
New Hampshire
$6.04M 80,232 +2,591 +3%
LHEI
160
Leo H. Evart Inc
California
$6.02M 80,028 +932 +1%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$5.97M 79,391 +24,982 +46%
LFG
162
Larson Financial Group
Missouri
$5.81M 77,235 +18,215 +31%
CTB
163
Country Trust Bank
Illinois
$5.79M 77,000 – –
WFAG
164
Wescott Financial Advisory Group
Pennsylvania
$5.79M 76,946 +11,428 +17%
M&T Bank
165
M&T Bank
New York
$5.79M 76,916 +9,985 +15%
Barclays
166
Barclays
United Kingdom
$5.69M 75,653 – –
SIM
167
Studio Investment Management
Illinois
$5.68M 75,505 +3,741 +5%
PG
168
Prostatis Group
Maryland
$5.53M 100,951 +30,271 +43%
PRWA
169
Platte River Wealth Advisors
Colorado
$5.52M 73,410 +6,437 +10%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$5.47M 72,656 -2,252 -3%
CWM
171
Cornerstone Wealth Management
Missouri
$5.42M 72,001 -472 -0.7%
SCA
172
Snowden Capital Advisors
New York
$5.28M 70,138 +5,029 +8%
SF
173
Synovus Financial
Georgia
$5.25M 69,833 +5,785 +9%
CFGS
174
Concourse Financial Group Securities
Alabama
$5.21M 69,309 +2,612 +4%
BBNA
175
Bremer Bank National Association
Minnesota
$5.16M 68,529 -5,028 -7%
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