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Vanguard Intermediate-Term Treasury ETF

662 hedge funds and large institutions have $20.4B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 319 increasing their positions, 185 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
9.6%
Holding in Top 10
98
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.01%
% of All Funds
1.42%
New
89
Increased
319
Reduced
185
Closed
76
Calls
$1.12M
Puts
$1.03M
Net Calls
+$99K
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
KP
251
Keel Point
Alabama
$3.21M +$473K +8,086 +17%
PFA
252
Pathway Financial Advisors
Vermont
$3.21M +$275K +4,703 +9%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$3.19M +$1.64M +28,008 +106%
William Blair & Company
254
William Blair & Company
Illinois
$3.18M +$523K +8,931 +20%
CWP
255
Concord Wealth Partners
Virginia
$3.08M -$1.22M -20,803 -28%
SL
256
SFM LLC
New Hampshire
$3.06M -$186K -3,183 -6%
WFS
257
Walker Financial Services
Kentucky
$2.98M +$2.98M +50,850 New
Financial Engines Advisors
258
Financial Engines Advisors
California
$2.87M -$7.52M -128,433 -72%
Brown Advisory
259
Brown Advisory
Maryland
$2.85M -$10.9K -187 -0.4%
HWAM
260
Hennion & Walsh Asset Management
New Jersey
$2.84M +$256K +4,372 +10%
CIAS
261
CFS Investment Advisory Services
New Jersey
$2.82M -$47.9K -819 -2%
SWRP
262
Summit Wealth & Retirement Planning
California
$2.78M -$99.6K -1,701 -3%
TCG
263
Transcendent Capital Group
Oklahoma
$2.78M -$320K -5,462 -10%
HCC
264
Hirtle Callaghan & Co
Pennsylvania
$2.77M -$2.08M -35,021 Closed
AWA
265
Arkadios Wealth Advisors
Georgia
$2.72M +$2.27M +38,721 +497%
MBT
266
Montecito Bank & Trust
California
$2.72M +$2.46M +41,960 +936%
AAS
267
Avantax Advisory Services
Texas
$2.71M +$2.23M +38,102 +466%
UB
268
UMB Bank
Missouri
$2.67M -$12.8K -219 -0.5%
BWM
269
Buska Wealth Management
Wisconsin
$2.65M +$2.65M +45,235 New
WPC
270
Wedmont Private Capital
Pennsylvania
$2.62M -$226K -3,906 -8%
CTWM
271
Cherry Tree Wealth Management
Minnesota
$2.58M -$53.9K -921 -2%
FIA
272
Foundations Investment Advisors
Arizona
$2.55M +$497K +8,489 +24%
CPG
273
Custom Portfolio Group
Colorado
$2.51M +$2.51M +47,086 New
TPCW
274
TD Private Client Wealth
New York
$2.49M +$389K +6,651 +19%
HI
275
Human Investing
Oregon
$2.44M +$342K +5,839 +16%