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
FT
401
Fiduciary Trust
Massachusetts
$261K
BAM
402
Belpointe Asset Management
Nevada
$257K +$119K +2,010 +88%
UWPG
403
Ullmann Wealth Partners Group
Florida
$253K +$250K +4,218 New
GWM
404
Gray Wealth Management
Maine
$252K +$249K +4,210 New
CG
405
Clifford Group
Massachusetts
$239K +$27.9K +471 +13%
FWP
406
Falcon Wealth Planning
California
$239K
Prudential Financial
407
Prudential Financial
New Jersey
$237K +$234K +3,954 New
JIR
408
James Investment Research
Ohio
$236K -$74K -1,250 -24%
DADC
409
D.A. Davidson & Co
Montana
$235K +$233K +3,927 New
CFB
410
Cullen/Frost Bankers
Texas
$233K +$51.8K +874 +29%
AA
411
Advisory Alpha
Michigan
$225K -$10.9K -184 -5%
CM
412
Columbus Macro
Pennsylvania
$223K -$8.94K -151 -4%
IIC
413
Integrated Investment Consultants
Michigan
$220K -$1.26M -21,298 -85%
FIA
414
Foundations Investment Advisors
Arizona
$219K -$161K -2,721 -43%
GFG
415
Goldstone Financial Group
Illinois
$218K +$215K +3,636 New
SW
416
SkyOak Wealth
Michigan
$217K
PI
417
PFG Investments
New York
$215K +$212K +3,581 New
IAN
418
Integrated Advisors Network
Texas
$215K +$5.27K +89 +3%
RIA
419
Regal Investment Advisors
Michigan
$211K +$209K +3,524 New
SWP
420
Stratos Wealth Partners
Ohio
$207K -$5.92K -100 -3%
NFP
421
Narus Financial Partners
Utah
$202K -$11.4K -192 -5%
S
422
SignatureFD
Georgia
$202K +$34.7K +586 +21%
National Bank of Canada
423
National Bank of Canada
Quebec, Canada
$193K -$138K -2,324 -42%
AIP
424
Ameritas Investment Partners
Nebraska
$180K +$26.7K +450 +18%
TWC
425
TD Waterhouse Canada
Ontario, Canada
$179K