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Vanguard Intermediate-Term Treasury ETF

708 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 361 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+33
Holders Change %
+4.89%
% of All Funds
10.24%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.45%
New
90
Increased
361
Reduced
181
Closed
47
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Shares
Change %
UB
301
UMB Bank
Missouri
$2.6M -$151K -2,500 -5%
PWMAG
302
Pinnacle Wealth Management Advisory Group
New Jersey
$2.6M +$54.7K +905 +2%
PA
303
Pinnacle Associates
New York
$2.47M -$100K -1,692 -4%
CTWM
304
Cherry Tree Wealth Management
Minnesota
$2.47M -$158K -2,610 -6%
CPA
305
Capital Performance Advisors
California
$2.39M +$185K +3,065 +8%
SFM
306
Signet Financial Management
New Jersey
$2.35M -$52.9K -875 -2%
SSB
307
Sandy Spring Bank
Maryland
$2.34M +$80.8K +1,338 +4%
MOS
308
MGO One Seven
Ohio
$2.32M -$62.5K -1,034 -3%
DAS
309
Dynamic Advisor Solutions
Arizona
$2.31M +$200K +3,303 +9%
CPRC
310
Consolidated Portfolio Review Corp
New York
$2.3M +$160K +2,655 +7%
TC
311
Trust Company
Kansas
$2.3M +$493K +8,152 +27%
RIL
312
Rothschild Investment LLC
Illinois
$2.27M +$1.89M +31,236 +488%
SWRP
313
Summit Wealth & Retirement Planning
California
$2.24M -$296K -4,893 -12%
MWM
314
Merriman Wealth Management
Washington
$2.24M +$521K +8,617 +30%
CA
315
Claris Advisors
Missouri
$2.22M +$844K +13,963 +61%
BCI
316
Brinker Capital Investments
Pennsylvania
$2.2M +$209K +3,452 +10%
OPS
317
Orion Portfolio Solutions
Nebraska
$2.2M +$209K +3,452 +10%
Wealthfront Advisers
318
Wealthfront Advisers
California
$2.18M +$551K +9,124 +34%
HCP
319
Hexagon Capital Partners
Arkansas
$2.14M +$70.3K +1,163 +3%
WCM
320
Wealthcare Capital Management
Virginia
$2.13M -$88.7K -1,468 -4%
PCMC
321
Paragon Capital Management (Colorado)
Colorado
$2.13M -$20.9M -346,003 -91%
Financial Engines Advisors
322
Financial Engines Advisors
California
$2.12M -$78.1K -1,293 -4%
RJT
323
Raymond James Trust
Florida
$2.08M +$468K +7,738 +29%
WH
324
Whitcomb & Hess
Ohio
$2.06M +$8.04K +133 +0.4%
CWM
325
Congress Wealth Management
Massachusetts
$2.05M -$138K -2,278 -6%