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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 %
IA
301
IFG Advisory
Georgia
$1.79M +$73.1K +1,233 +4%
IWS
302
Integrity Wealth Solutions
Colorado
$1.78M +$1.78M +30,055 New
FA
303
Fagan Associates
New York
$1.77M -$44.1K -743 -2%
TC
304
Trust Company
Kansas
$1.76M
CWA
305
Cornerstone Wealth Advisors
Minnesota
$1.76M -$439K -7,406 -20%
LFA
306
LifeGuide Financial Advisors
Pennsylvania
$1.69M +$1.69M +28,556 New
PFM
307
Patton Fund Management
Texas
$1.65M +$1.65M +27,800 New
ECG
308
Edge Capital Group
Georgia
$1.61M +$1.61M +27,192 New
JSA
309
Jacobson & Schmitt Advisors
Wisconsin
$1.61M +$1.61M +27,081 New
MIM
310
Morningstar Investment Management
Illinois
$1.6M +$1.6M +26,901 New
HNB
311
Huntington National Bank
Ohio
$1.58M -$1.34M
DAS
312
Dynamic Advisor Solutions
Arizona
$1.58M -$558K -9,469 -26%
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$1.57M -$1.4M -23,665 -47%
PPW
314
Pasadena Private Wealth
California
$1.56M -$11.7K -198 -0.7%
CPA
315
Capital Performance Advisors
California
$1.54M +$712K +12,002 +86%
Wealthfront Advisers
316
Wealthfront Advisers
California
$1.49M -$292K -4,919 -16%
HCP
317
Hexagon Capital Partners
Arkansas
$1.47M +$829K +13,968 +129%
ATPW
318
Ashton Thomas Private Wealth
Arizona
$1.45M -$274K -4,620 -16%
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$1.43M +$133K +2,247 +10%
CW
320
CreativeOne Wealth
Kansas
$1.42M +$19.9K +335 +1%
KPWS
321
Kestra Private Wealth Services
Texas
$1.39M +$141K +2,383 +11%
CFD
322
Creative Financial Designs
Indiana
$1.34M -$9.79K -165 -0.7%
CBC
323
Coombe, Bender & Co
New York
$1.34M +$47.5K +801 +4%
BWM
324
Birchcreek Wealth Management
Ohio
$1.33M +$153K +2,580 +13%
RJT
325
Raymond James Trust
Florida
$1.33M +$227K +3,825 +21%