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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.58B 20,945,576 +1,128,587 +6%
Wells Fargo
2
Wells Fargo
California
$548M 7,289,559 +774,179 +12%
Bank of America
3
Bank of America
North Carolina
$443M 5,888,857 +286,000 +5%
UCFA
4
United Capital Financial Advisors
Texas
$420M 5,588,423 +328,482 +6%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$413M 5,493,619 +283,120 +5%
Morgan Stanley
6
Morgan Stanley
New York
$370M 4,920,100 +490,758 +11%
Goldman Sachs
7
Goldman Sachs
New York
$370M 4,917,770 +167,990 +4%
LPL Financial
8
LPL Financial
California
$296M 3,936,985 +172,761 +5%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$189M 2,517,971 +97,219 +4%
Ameriprise
10
Ameriprise
Minnesota
$188M 2,503,645 -27,288 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$184M 2,442,279 +480,340 +24%
MG
12
Mather Group
Illinois
$178M 2,367,373 +2,297,290 +3,278%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$145M 1,926,744 +185,374 +11%
LNC
14
Lincoln National Corp
Pennsylvania
$123M 1,633,105 +17,080 +1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$110M 1,467,856 -82,291 -5%
UBS Group
16
UBS Group
Switzerland
$109M 1,449,955 +225,556 +18%
DDSF
17
Diana Davis Spencer Foundation
Maryland
$107M 1,426,000 – –
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$105M 1,394,886 +1,384,023 +12,741%
EA
19
Efficient Advisors
Ohio
$101M 1,345,750 +34,810 +3%
RIA
20
Retirement Investment Advisors
Oklahoma
$92.6M 1,230,411 +489,251 +66%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$89.2M 1,186,116 -206 -0%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$87.4M 1,161,108 -26,894 -2%
Truist Financial
23
Truist Financial
North Carolina
$74.2M 985,672 -22,186 -2%
Mariner
24
Mariner
Kansas
$73.3M 974,437 +289,982 +42%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$72.9M 968,431 +25,326 +3%
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