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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
AAS
376
Avantax Advisory Services
Texas
$313K +$47.9K +808 +18%
BRWA
377
B. Riley Wealth Advisors
Florida
$311K -$99.9K -1,687 -25%
ES
378
ETF Store
Kansas
$310K -$1.07K -18 -0.3%
RIM
379
Rockbridge Investment Management
New York
$309K -$1.9K -32 -0.6%
IWA
380
IVC Wealth Advisors
Pennsylvania
$308K -$7.52K -127 -2%
FWM
381
Focused Wealth Management
New York
$302K -$56.8K -959 -16%
DWM
382
Drive Wealth Management
Utah
$298K +$294K +4,969 New
FCA
383
FinTrust Capital Advisors
South Carolina
$288K
SC
384
Schoolcraft Capital
Colorado
$287K
DC
385
Davenport & Co
Virginia
$287K -$48K -811 -14%
LNC
386
Lincoln National Corp
Pennsylvania
$278K -$27.2K -460 -9%
MA
387
Mutual Advisors
Nebraska
$278K +$274K +4,634 New
MNBTD
388
Moody National Bank Trust Division
Texas
$277K
CA
389
Clearstead Advisors
Ohio
$276K
FWA
390
FSC Wealth Advisors
New York
$275K +$161K +2,716 +145%
CT
391
Cambridge Trust
Massachusetts
$274K +$156K +2,639 +137%
Luther King Capital Management (LKCM)
392
Luther King Capital Management (LKCM)
Texas
$273K
BW
393
BIP Wealth
Georgia
$273K +$270K +4,550 New
PFS
394
Prospera Financial Services
Texas
$272K +$415 +7 +0.2%
FPB
395
First PREMIER Bank
South Dakota
$271K +$268K +4,528 New
OWM
396
OneAscent Wealth Management
Alabama
$267K -$3.08K -52 -1%
AWM
397
Aries Wealth Management
Maine
$267K
GPA
398
Guidance Point Advisors
Massachusetts
$264K +$9K +152 +4%
CSWG
399
Cardinal Strategic Wealth Guidance
Kentucky
$263K +$43.7K +738 +20%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$262K -$125K -2,110 -33%