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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
TC
251
TownSquare Capital
Utah
$1.16M -$683K -11,536 -37%
HIG
252
Herr Investment Group
Texas
$1.14M -$23.8M -401,252 -95%
LWM
253
LJI Wealth Management
Indiana
$1.14M +$216K +3,655 +24%
AAP
254
Arax Advisory Partners
Colorado
$1.14M -$30.2K -510 -3%
PA
255
PFG Advisors
Arizona
$1.12M -$1.05M -17,677 -49%
FNWM
256
Financial Network Wealth Management
Utah
$1.12M -$25.6K -432 -2%
AWM
257
Apollon Wealth Management
South Carolina
$1.11M -$6.16K -104 -0.6%
PWMG
258
Provence Wealth Management Group
California
$1.08M +$568K +9,591 +114%
SL
259
Sentinus LLC
Illinois
$1.07M +$1.06M +17,907 New
FHA
260
Flagship Harbor Advisors
Massachusetts
$1.07M -$667K -11,260 -39%
TA
261
Tiedemann Advisors
New York
$1.05M +$1.03M +17,448 New
BTWM
262
Baker Tilly Wealth Management
Wisconsin
$1.03M -$506K -8,551 -33%
RJT
263
Raymond James Trust
Florida
$1.03M +$498K +8,410 +96%
LFA
264
Laraway Financial Advisors
Minnesota
$1.02M -$26.7K -450 -3%
SRC
265
Shufro Rose & Co
New York
$1.02M +$1.01M +17,037 New
LC
266
LCNB Corp
Ohio
$1.02M
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$1M -$419K -7,067 -30%
DAS
268
Dynamic Advisor Solutions
Arizona
$1M +$9.77K +165 +1%
DI
269
DFPG Investments
Utah
$1M +$991K +16,725 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$1M +$118K +1,985 +13%
QA
271
Quantitative Advantage
Minnesota
$991K +$77.7K +1,312 +9%
KPWS
272
Kestra Private Wealth Services
Texas
$974K +$962K +16,244 New
William Blair & Company
273
William Blair & Company
Illinois
$964K +$386K +6,520 +68%
AWA
274
Arete Wealth Advisors
Illinois
$963K -$37.3K -629 -4%
OFG
275
Orcam Financial Group
California
$944K +$14.8K +250 +2%