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Vanguard Intermediate-Term Treasury ETF

555 hedge funds and large institutions have $9.26B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 160 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

69% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $962K

54% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 160

9% more funds holding

Funds holding: 509555 (+46)

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

3% more capital invested

Capital invested by funds: $9B → $9.26B (+$267M)

0.88% less ownership

Funds ownership: 68.03%67.15% (-0.88%)

Holders
555
Holders Change
+46
Holders Change %
+9.04%
% of All Funds
8.71%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.08%
New
79
Increased
247
Reduced
160
Closed
29
Calls
$1.63M
Puts
$962K
Net Calls
+$663K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
426
BIP Wealth
Georgia
$249K -$17.9K -300 -7%
PCI
427
Planning Center Inc
Illinois
$249K +$253K +4,238 New
CSPIA
428
Cary Street Partners Investment Advisory
Virginia
$244K -$13K -218 -5%
FWP
429
Falcon Wealth Planning
California
$233K +$119 +2 +0.1%
GA
430
Greenspring Advisors
Maryland
$233K -$1.59M -26,701 -87%
CG
431
Clifford Group
Massachusetts
$231K -$2.27K -38 -1%
CFB
432
Cullen/Frost Bankers
Texas
$228K
HS
433
Horan Securities
United States
$227K +$230K +3,864 New
LA
434
Lane & Associates
New Jersey
$222K -$130K -2,188 -37%
AFG
435
Atomi Financial Group
New York
$222K +$225K +3,778 New
DC
436
Davenport & Co
Virginia
$221K -$61.3K -1,028 -21%
ZF
437
Zhang Financial
Michigan
$220K +$223K +3,744 New
CM
438
Columbus Macro
Pennsylvania
$219K
BAM
439
Belpointe Asset Management
Nevada
$219K -$33.1K -555 -13%
HCP
440
Hexagon Capital Partners
Arkansas
$219K +$212K +3,561 +2,158%
IAN
441
Integrated Advisors Network
Texas
$216K +$6.02K +101 +3%
IIC
442
Integrated Investment Consultants
Michigan
$212K -$2.98K -50 -1%
CWM
443
Certus Wealth Management
California
$211K +$214K +3,591 New
PI
444
PFG Investments
New York
$210K +$60 +1 +0%
SWP
445
Stratos Wealth Partners
Ohio
$208K +$5.19K +87 +3%
WFA
446
Wellspring Financial Advisors
Ohio
$203K -$4.33M -72,653 -95%
RIA
447
Regal Investment Advisors
Michigan
$202K -$4.47K -75 -2%
RG
448
Retirement Group
California
$202K +$201K +3,365 +4,487%
TI
449
Trexquant Investment
Connecticut
$201K +$204K +3,424 New
AIP
450
Ameritas Investment Partners
Nebraska
$176K