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
MCWS
351
McKinley Carter Wealth Services
West Virginia
$416K -$70.1K -1,183 -15%
HA
352
HC Advisors
Georgia
$414K +$409K +6,900 New
CPRC
353
Consolidated Portfolio Review Corp
New York
$412K +$407K +6,867 New
Millennium Management
354
Millennium Management
New York
$403K +$398K +6,727 New
PB
355
Pinnacle Bancorp
Nebraska
$399K +$84K +1,418 +27%
FNBOSM
356
First National Bank of South Miami
Florida
$396K +$22.4K +379 +6%
PJSIMP
357
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K +$388K +6,550 New
BOSSRA
358
B.O.S.S. Retirement Advisors
Utah
$393K +$20.6K +348 +6%
WIA
359
World Investment Advisors
California
$388K +$24.8K +419 +7%
CC
360
Cypress Capital
Tennessee
$386K
GVAG
361
Great Valley Advisor Group
Delaware
$369K -$3.99M -67,389 -92%
PFG
362
Peterson Financial Group
Iowa
$369K -$82.9K -1,400 -19%
HAIM
363
Hunter Associates Investment Management
Pennsylvania
$365K +$362K +6,104 New
KOC
364
Koss-Olinger Consulting
Florida
$359K
LA
365
Lane & Associates
New Jersey
$359K -$58.5K -987 -14%
CS
366
Comerica Securities
Michigan
$358K +$49.8K +840 +16%
CHA
367
Carmichael Hill & Associates
Maryland
$355K
IFG
368
Independent Financial Group
California
$351K -$529K -8,925 -60%
MGIA
369
Moneta Group Investment Advisors
Missouri
$350K +$346K +5,840 New
CIAS
370
CFS Investment Advisory Services
New Jersey
$347K +$130K +2,191 +61%
CLG
371
Cooperman Leon G
$343K -$474K -8,001 -58%
EWA
372
Exencial Wealth Advisors
Oklahoma
$331K
BWM
373
Blossom Wealth Management
California
$330K -$2.01K -34 -0.6%
BCM
374
Brookstone Capital Management
Illinois
$316K +$314K +5,298 New
LG
375
LaFleur & Godfrey
Michigan
$315K