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Vanguard Intermediate-Term Treasury ETF

509 hedge funds and large institutions have $9B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 209 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.11M

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

38% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 152

10% more funds holding in top 10

Funds holding in top 10: 5864 (+6)

3% more funds holding

Funds holding: 493509 (+16)

2.32% less ownership

Funds ownership: 70.35%68.03% (-2.3%)

23% less capital invested

Capital invested by funds: $11.7B → $9B (-$2.73B)

Holders
509
Holders Change
+16
Holders Change %
+3.25%
% of All Funds
8.11%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.02%
New
80
Increased
209
Reduced
152
Closed
51
Calls
$1.77M
Puts
$1.11M
Net Calls
+$660K
Net Calls Change
-$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
226
Mission Creek Capital Partners
California
$1.8M +$58.2K +983 +3%
Wealthfront Advisers
227
Wealthfront Advisers
California
$1.8M +$977K +16,500 +122%
SAM
228
Synergy Asset Management
Washington
$1.8M +$1.78M +29,975 New
TDWM
229
Topel & Distasi Wealth Management
California
$1.79M +$438K +7,388 +33%
G
230
GenTrust
Florida
$1.78M +$230K +3,877 +15%
RL
231
Retireful LLC
Michigan
$1.69M +$1.67M +28,118 New
CWM
232
Congress Wealth Management
Massachusetts
$1.68M -$293K -4,940 -15%
IA
233
IFG Advisory
Georgia
$1.66M +$343K +5,790 +27%
OFS
234
OneAscent Financial Services
Alabama
$1.62M +$213K +3,598 +15%
GWMIA
235
Global Wealth Management Investment Advisory
Florida
$1.62M -$240K -4,047 -13%
PAG
236
Private Advisor Group
New Jersey
$1.59M -$84.8K -1,431 -5%
CFGS
237
Concourse Financial Group Securities
Alabama
$1.57M -$4.86K -82 -0.3%
WH
238
Whitcomb & Hess
Ohio
$1.51M -$528K -8,919 -26%
CPA
239
Cardiff Park Advisors
California
$1.47M +$1.3K +22 +0.1%
WJA
240
Willis Johnson & Associates
Texas
$1.42M +$9.71K +164 +0.7%
AF
241
Advisornet Financial
Minnesota
$1.41M +$266K +4,491 +24%
CCA
242
Cobblestone Capital Advisors
New York
$1.39M -$20M -338,460 -94%
HNB
243
Huntington National Bank
Ohio
$1.39M
SP
244
SWS Partners
Ohio
$1.34M
GL
245
Graypoint LLC
New York
$1.31M +$252K +4,255 +24%
CBC
246
Coombe, Bender & Co
New York
$1.27M +$3.5K +59 +0.3%
HFRG
247
Houlihan Financial Resource Group
Virginia
$1.27M +$12.6K +213 +1%
PWM
248
Palumbo Wealth Management
New York
$1.26M +$4.09K +69 +0.3%
TIM
249
Tortoise Investment Management
New York
$1.24M +$433K +7,318 +55%
TI
250
Tidal Investments
Wisconsin
$1.17M -$6.34M -107,081 -85%