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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
HFS
26
Heritage Financial Services
Massachusetts
$107M +$14.2M +239,333 +15%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$79.7M +$11.9M +201,352 +18%
GWM
28
Gitterman Wealth Management
New Jersey
$72.4M +$3.43M +57,868 +5%
BSB
29
Bangor Savings Bank
Maine
$66M +$1.55M +26,148 +2%
RVPG
30
Relative Value Partners Group
$65.9M +$2.59M +43,665 +4%
MAWA
31
Moss Adams Wealth Advisors
Washington
$60.4M +$59.7M +1,007,712 New
MD
32
Money Design
Japan
$55.8M +$5.63M +95,022 +11%
VFA
33
Valeo Financial Advisors
Indiana
$53.7M +$7.47M +126,115 +16%
RIG
34
RiverFront Investment Group
Virginia
$53.4M +$1.48M +24,963 +3%
VA
35
Valmark Advisers
Ohio
$53.1M +$2.4M +40,520 +5%
LPL Financial
36
LPL Financial
California
$52.7M +$4.97M +83,901 +11%
BPWM
37
Badgley Phelps Wealth Managers
Washington
$50.9M +$2.51M +42,343 +5%
AWM
38
AE Wealth Management
Kansas
$48.4M -$1.34M -22,627 -3%
SF
39
Synovus Financial
Georgia
$46.8M +$260K +4,389 +0.6%
HighTower Advisors
40
HighTower Advisors
Illinois
$44.3M +$1.68M +28,443 +4%
FLPIM
41
F.L. Putnam Investment Management
Massachusetts
$42.2M +$11.2M +189,126 +37%
EEP
42
Edgehill Endowment Partners
Connecticut
$41M +$680K +11,479 +2%
LSAG
43
Lake Street Advisors Group
New Hampshire
$39.7M +$1.3M +21,900 +3%
NL
44
NEPC LLC
Massachusetts
$38.2M -$1M -16,916 -3%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$37.2M +$15.3M +257,850 +71%
NYLIM
46
New York Life Investment Management
New York
$37.1M +$3.36M +56,728 +10%
Jane Street
47
Jane Street
New York
$36.2M +$29.2M +492,912 +443%
PP
48
PrairieView Partners
Minnesota
$33.8M +$2.21M +37,244 +7%
Truist Financial
49
Truist Financial
North Carolina
$33M +$7.19M +121,327 +28%
AAS
50
Ameritas Advisory Services
Nebraska
$32.6M -$638K -10,769 -2%