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Vanguard Intermediate-Term Treasury ETF

555 hedge funds and large institutions have $9.26B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 160 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

69% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $962K

54% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 160

9% more funds holding

Funds holding: 509555 (+46)

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

3% more capital invested

Capital invested by funds: $9B → $9.26B (+$267M)

0.88% less ownership

Funds ownership: 68.03%67.15% (-0.88%)

Holders
555
Holders Change
+46
Holders Change %
+9.04%
% of All Funds
8.71%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.08%
New
79
Increased
247
Reduced
160
Closed
29
Calls
$1.63M
Puts
$962K
Net Calls
+$663K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Advisornet Financial
Minnesota
$1.61M +$230K +3,864 +16%
CWM
252
Congress Wealth Management
Massachusetts
$1.6M -$43.6K -732 -3%
WJA
253
Willis Johnson & Associates
Texas
$1.53M +$145K +2,433 +10%
PAG
254
Private Advisor Group
New Jersey
$1.52M -$38.6K -648 -2%
DI
255
DFPG Investments
Utah
$1.5M +$515K +8,645 +52%
GWMIA
256
Global Wealth Management Investment Advisory
Florida
$1.5M -$87.2K -1,462 -5%
CPRC
257
Consolidated Portfolio Review Corp
New York
$1.49M +$1.11M +18,546 +270%
WH
258
Whitcomb & Hess
Ohio
$1.47M -$5.66K -95 -0.4%
CPA
259
Cardiff Park Advisors
California
$1.44M +$1.97K +33 +0.1%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$1.43M +$454K +7,609 +46%
PWMG
261
Provence Wealth Management Group
California
$1.41M +$361K +6,061 +34%
CWP
262
Core Wealth Partners
California
$1.38M +$1.4M +23,537 New
SWM
263
Silverlake Wealth Management
Vermont
$1.36M +$1.38M +23,199 New
EC
264
Estate Counselors
Wisconsin
$1.35M +$789K +13,240 +134%
BWM
265
BerganKDV Wealth Management
Minnesota
$1.34M +$1.36M +22,890 New
SP
266
SWS Partners
Ohio
$1.31M -$1.61K -27 -0.1%
SRC
267
Shufro Rose & Co
New York
$1.29M +$298K +4,998 +29%
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$1.29M +$1.31M +21,919 New
CBC
269
Coombe, Bender & Co
New York
$1.28M +$36.7K +615 +3%
GL
270
Graypoint LLC
New York
$1.27M -$5.78K -97 -0.4%
MWM
271
Merriman Wealth Management
Washington
$1.25M +$500K +8,387 +65%
William Blair & Company
272
William Blair & Company
Illinois
$1.24M +$307K +5,151 +32%
TC
273
Trust Company
Kansas
$1.24M +$1.26M +21,131 New
LWM
274
LJI Wealth Management
Indiana
$1.24M +$45.9M +769,886 +4,036%
VAM
275
Verity Asset Management
North Carolina
$1.23M +$1.25M +20,904 New