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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 %
SAG
176
SageView Advisory Group
California
$4.24M +$100K +1,304 +2%
SFS
177
Sowell Financial Services
Arkansas
$4.23M +$66.9K +872 +2%
FHC
178
First Heartland Consultants
Missouri
$4.21M +$641K +8,354 +18%
SFP
179
Sterling Financial Planning
New Jersey
$4.2M +$1.79M +23,384 +75%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$4.18M +$388K +5,061 +10%
ECA
181
Elevated Capital Advisors
Utah
$4.14M +$134K +1,751 +3%
GSWM
182
Greenup Street Wealth Management
Michigan
$4.13M -$333K -4,337 -7%
PMA
183
Prudent Man Advisors
Illinois
$4.06M – – –
IPW
184
Intergy Private Wealth
Colorado
$4.04M +$113K +1,467 +3%
FLI
185
Family Legacy Inc
South Carolina
$4.03M +$300K +3,913 +8%
APC
186
Aspire Private Capital
North Carolina
$4.01M -$8.44K -110 -0.2%
CAM
187
Clark Asset Management
New Hampshire
$3.97M +$377K +4,919 +10%
MA
188
Mutual Advisors
Nebraska
$3.93M -$268K -3,491 -6%
QCG
189
Quadrant Capital Group
Ohio
$3.88M – – –
SOAG
190
Silver Oak Advisory Group
Oregon
$3.8M -$344K -4,489 -8%
EWMCB
191
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.74M +$80.1K +1,044 +2%
SMG
192
Smart Money Group
Texas
$3.7M +$3.7M +47,951 New
EWA
193
EverSource Wealth Advisors
Alabama
$3.66M +$676K +8,810 +23%
WEG
194
World Equity Group
Illinois
$3.65M +$3.03M +93,111 +492%
FPIS
195
Financial Planning & Information Services
Wisconsin
$3.64M +$3.64M +47,406 New
Brown Advisory
196
Brown Advisory
Maryland
$3.55M +$129K +1,686 +4%
FPAS
197
Focus Partners Advisor Solutions
Missouri
$3.53M +$686K +8,936 +24%
PCA
198
Prosperity Capital Advisors
Ohio
$3.53M +$1.24M +16,163 +54%
WIM
199
Warwick Investment Management
Texas
$3.51M +$348K +4,539 +11%
FAIM
200
Financial Advocates Investment Management
Washington
$3.46M -$2.5M -32,520 -42%
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