We are live on ! Find out more
VGIT icon

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
Qube Research & Technologies (QRT)
301
Qube Research & Technologies (QRT)
United Kingdom
$707K +$699K +11,797 New
RIG
302
Ramiah Investment Group
Wisconsin
$699K +$690K +11,651 New
CA
303
Continuum Advisory
Idaho
$686K -$12.9K -217 -2%
SAG
304
SageView Advisory Group
California
$671K -$560K -9,450 -46%
SB
305
Strategic Blueprint
Georgia
$665K -$18.4K -310 -3%
Charles Schwab
306
Charles Schwab
California
$658K -$1.48M -25,059 -69%
Corient Private Wealth
307
Corient Private Wealth
Florida
$654K +$188K +3,170 +41%
CB
308
Cadence Bank
Mississippi
$650K +$6.99K +118 +1%
Financial Engines Advisors
309
Financial Engines Advisors
California
$638K -$15.7M -265,807 -96%
VAS
310
Vestmark Advisory Solutions
Massachusetts
$637K +$34.6K +584 +6%
CCFM
311
Clear Creek Financial Management
Washington
$628K +$621K +10,477 New
CAM
312
Chandler Asset Management
California
$623K
WCFA
313
Walkner Condon Financial Advisors
Wisconsin
$598K
ODIJL
314
One Day In July LLC
Vermont
$598K -$135K -2,287 -19%
ML
315
McAdam LLC
Pennsylvania
$596K +$589K +9,937 New
EC
316
Estate Counselors
Wisconsin
$590K +$20.4K +345 +4%
CPA
317
Capital Performance Advisors
California
$587K -$28.8K -486 -5%
FA
318
FC Advisory
Pennsylvania
$578K +$215K +3,638 +61%
BPA
319
Beacon Pointe Advisors
California
$569K +$92.7K +1,565 +20%
GSEP
320
Golden State Equity Partners
California
$561K +$554K +9,354 New
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$556K -$57.6K -972 -9%
FAT
322
First American Trust
California
$547K -$632K -10,673 -54%
US Bancorp
323
US Bancorp
Minnesota
$545K -$212K -3,572 -28%
JBA
324
Johnson Bixby & Associates
Washington
$529K +$91.6K +1,546 +21%
FFN
325
Focus Financial Network
Minnesota
$508K +$502K +8,475 New