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Vanguard Intermediate-Term Treasury ETF

659 hedge funds and large institutions have $17.5B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 256 increasing their positions, 189 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+91
Holders Change %
+16.02%
% of All Funds
9.66%
Holding in Top 10
99
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.57%
% of All Funds
1.45%
New
163
Increased
256
Reduced
189
Closed
60
Calls
$1.74M
Puts
$3.26M
Net Calls
-$1.51M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
251
RB Capital Management
Nevada
$3.09M -$506K -8,523 -14%
O3W
252
Omni 360 Wealth
New Jersey
$2.99M +$2.99M +50,437 New
PFA
253
Pathway Financial Advisors
Vermont
$2.97M +$2.67M +44,974 +879%
SWRP
254
Summit Wealth & Retirement Planning
California
$2.92M -$203K -3,421 -7%
CIAS
255
CFS Investment Advisory Services
New Jersey
$2.91M +$2.41M +40,645 +485%
WPC
256
Wedmont Private Capital
Pennsylvania
$2.9M -$1.39M -23,513 -32%
Brown Advisory
257
Brown Advisory
Maryland
$2.9M +$2.16M +36,464 +295%
WPW
258
Watershed Private Wealth
Illinois
$2.88M -$206K -3,472 -7%
SC
259
Syon Capital
California
$2.86M +$2.86M +48,204 New
WT
260
Whittier Trust
California
$2.81M +$2.75M +46,417 +4,546%
KP
261
Keel Point
Alabama
$2.77M +$639K +10,777 +30%
SL
262
Salomon & Ludwin
Virginia
$2.76M
UB
263
UMB Bank
Missouri
$2.71M +$2.71M +45,758 New
William Blair & Company
264
William Blair & Company
Illinois
$2.69M +$202K +3,397 +8%
CTWM
265
Cherry Tree Wealth Management
Minnesota
$2.66M -$139K -2,348 -5%
BFA
266
Bragg Financial Advisors
North Carolina
$2.65M +$48.5K +818 +2%
HWAM
267
Hennion & Walsh Asset Management
New Jersey
$2.62M +$70.2K +1,184 +3%
RSWM
268
Robertson Stephens Wealth Management
California
$2.59M -$524K -8,832 -17%
PA
269
Pinnacle Associates
New York
$2.47M -$234K -3,950 -9%
WWP
270
WR Wealth Planners
Missouri
$2.46M -$47.7K -804 -2%
PWMAG
271
Pinnacle Wealth Management Advisory Group
New Jersey
$2.46M -$234K -3,950 -9%
CWM
272
Congress Wealth Management
Massachusetts
$2.38M +$897K +15,119 +61%
HI
273
Harbour Investments
Wisconsin
$2.36M -$52.9K -891 -2%
FAP
274
Financial Advisory Partners
Florida
$2.35M +$162K +2,736 +7%
PAG
275
Private Advisor Group
New Jersey
$2.33M +$739K +12,464 +46%