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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.

Holders
700
Holders Change
+14
Holders Change %
+2.04%
% of All Funds
11.21%
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
1
Efficient Advisors
Ohio
$101M
2
AT
2
American Trust
Kentucky
$73.7M
3
RIA
3
Retirement Investment Advisors
Oklahoma
$56.9M
4
LPL Financial
4
LPL Financial
California
$289M
5
Bank of America
5
Bank of America
North Carolina
$430M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$11.1M
2
BC
2
Burney Company
Virginia
$236K
3
EC
3
Estate Counselors
Wisconsin
$0
4
GC
4
Grimes & Company
Massachusetts
$651K
5
AA
5
Atmos Advisory
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.52B 19,816,989 +111,436 +0.6%
Wells Fargo
2
Wells Fargo
California
$500M 6,515,380 +228,049 +4%
Bank of America
3
Bank of America
North Carolina
$430M 5,602,857 +505,764 +10%
UCFA
4
United Capital Financial Advisors
Texas
$404M 5,259,941 +263,153 +5%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$400M 5,210,499 +227,346 +5%
Goldman Sachs
6
Goldman Sachs
New York
$364M 4,749,780 +140,513 +3%
Morgan Stanley
7
Morgan Stanley
New York
$340M 4,429,342 +12,772 +0.3%
LPL Financial
8
LPL Financial
California
$289M 3,764,224 +534,529 +17%
Ameriprise
9
Ameriprise
Minnesota
$194M 2,530,933 -120,507 -5%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$186M 2,420,752 +135,166 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$151M 1,961,939 -42,839 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$134M 1,741,370 +235,390 +16%
LNC
13
Lincoln National Corp
Pennsylvania
$124M 1,616,025 +39,103 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$119M 1,550,147 +18,295 +1%
DDSF
15
Diana Davis Spencer Foundation
Maryland
$109M 1,426,000 – –
EA
16
Efficient Advisors
Ohio
$101M 1,310,940 +1,277,248 +3,791%
UBS Group
17
UBS Group
Switzerland
$94M 1,224,399 -61,137 -5%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$91.2M 1,188,002 -64,640 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$91M 1,186,322 -41,696 -3%
Truist Financial
20
Truist Financial
North Carolina
$77.3M 1,007,858 +340,531 +51%
AT
21
American Trust
Kentucky
$73.7M 955,264 +952,321 +32,359%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$72.4M 943,105 +17,015 +2%
MFG
23
Merit Financial Group
Georgia
$59.3M 773,099 +50,221 +7%
RIA
24
Retirement Investment Advisors
Oklahoma
$56.9M 741,160 +613,859 +482%
US Bancorp
25
US Bancorp
Minnesota
$56.8M 740,671 -76,253 -9%
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