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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
NRC
426
New Republic Capital
North Carolina
$176K
AAG
427
Armstrong Advisory Group
Massachusetts
$161K +$108K +1,827 +212%
CWA
428
Clearview Wealth Advisors
Oregon
$151K -$742K -12,523 -83%
BAAM
429
Baker Avenue Asset Management
California
$126K -$17.9K -303 -13%
GRP
430
Global Retirement Partners
California
$126K +$30K +507 +32%
TFA
431
Transamerica Financial Advisors
Florida
$125K +$4.09K +69 +3%
SIS
432
Sound Income Strategies
Florida
$123K -$65.2K -1,101 -35%
IWP
433
Icon Wealth Partners
Texas
$117K +$116K +1,950 New
SMA
434
Sage Mountain Advisors
Georgia
$108K -$5.04K -85 -5%
IA
435
IFP Advisors
Florida
$107K -$8.12K -137 -8%
PTC
436
Private Trust Company
Ohio
$105K +$17.8K +300 +21%
CIA
437
Choate Investment Advisors
Massachusetts
$102K -$419K -7,074 -81%
AWM
438
Angeles Wealth Management
California
$97K +$95.8K +1,618 New
NA
439
NewEdge Advisors
Louisiana
$95.8K -$29.8K -503 -24%
TCPG
440
Trivant Custom Portfolio Group
California
$86.3K +$85.3K +1,440 New
Simplex Trading
441
Simplex Trading
Illinois
$83K +$62.5K +1,055 +309%
PA
442
Parallel Advisors
California
$74.3K +$48.1K +812 +190%
IFAM
443
Institutional & Family Asset Management
Colorado
$71.7K
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$67.3K +$28.3K +477 +74%
CFO
445
CVA Family Office
Colorado
$63K +$31.6K +533 +103%
SC
446
SouthState Corp
Florida
$61.1K
WB
447
Webster Bank
Connecticut
$60.3K
Bessemer Group
448
Bessemer Group
New Jersey
$58K +$12.7K +214 +29%
AIC
449
Archer Investment Corporation
Indiana
$55.3K -$9.95K -168 -15%
SS
450
Sunbelt Securities
Texas
$48.6K +$48.2K +814 New