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Vanguard Intermediate-Term Treasury ETF

303 hedge funds and large institutions have $4.31B invested in Vanguard Intermediate-Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

75% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 72

10% more funds holding

Funds holding: 276303 (+27)

3% more capital invested

Capital invested by funds: $4.2B → $4.31B (+$108M)

1.06% less ownership

Funds ownership: 64.34%63.28% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
303
Holders Change
+27
Holders Change %
+9.78%
% of All Funds
6.11%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.61%
New
53
Increased
126
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SVA Wealth Management
Wisconsin
$250K +$250K +3,549 New
SCM
227
Southport Capital Management
Tennessee
$249K +$249K +3,531 New
PA
228
Parkside Advisors
California
$241K +$212 +3 +0.1%
EWA
229
Exencial Wealth Advisors
Oklahoma
$239K
BWA
230
Beam Wealth Advisors
Louisiana
$231K -$95.8K -1,358 -29%
MWM
231
Modera Wealth Management
New Jersey
$231K +$231K +3,279 New
PCA
232
Personal Capital Advisors
California
$225K +$4.44K +63 +2%
OMC
233
Old Mission Capital
Illinois
$225K +$225K +3,190 New
LWS
234
Lucia Wealth Services
California
$224K -$37K -524 -14%
CS
235
Cannell & Spears
New York
$222K +$776 +11 +0.3%
EH
236
Equitable Holdings
New York
$220K +$220K +3,123 New
Goldman Sachs
237
Goldman Sachs
New York
$214K -$24.8M -351,733 -99%
GP
238
Greenline Partners
New York
$213K -$143K -2,028 -67%
ERIM
239
Eagle Ridge Investment Management
Connecticut
$212K +$212K +3,001 New
A
240
AdvicePeriod
California
$212K +$212K +3,004 New
SGAM
241
Stephens Group Asset Management
Arkansas
$203K
CCA
242
Checchi Capital Advisers
California
$201K +$201K +2,846 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$193K +$33.9K +481 +21%
SBL
244
Sargent Bickham Lagudis
Colorado
$186K
SFS
245
Sowell Financial Services
Arkansas
$179K +$158K +2,246 +769%
AAM
246
Advisors Asset Management
Colorado
$175K +$64.6K +916 +58%
AIC
247
Archer Investment Corporation
Indiana
$156K -$5.08K -72 -3%
LS
248
Leelyn Smith
Illinois
$151K
RIM
249
Rockbridge Investment Management
New York
$124K +$71 +1 +0.1%
GRP
250
Global Retirement Partners
California
$121K +$11.8K +167 +11%