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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
EEP
26
Edgehill Endowment Partners
Connecticut
$91.4M +$52.2M +874,666 +128%
GWM
27
Gitterman Wealth Management
New Jersey
$72.3M +$1.48M +24,748 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$72.1M +$29.2M +489,388 +66%
LPL Financial
29
LPL Financial
California
$66.9M +$15.6M +262,297 +30%
BSB
30
Bangor Savings Bank
Maine
$66.9M +$2.39M +40,051 +4%
RVPG
31
Relative Value Partners Group
$65.7M +$1.33M +22,238 +2%
MAWA
32
Moss Adams Wealth Advisors
Washington
$60.4M +$1.33M +22,305 +2%
VFA
33
Valeo Financial Advisors
Indiana
$56.7M +$4.19M +70,203 +8%
VA
34
Valmark Advisers
Ohio
$54M +$2.14M +35,951 +4%
BA
35
Bridgewater Advisors
New York
$50.8M +$51.7M +866,855 New
AWM
36
AE Wealth Management
Kansas
$50.7M +$3.39M +56,937 +7%
SF
37
Synovus Financial
Georgia
$44.9M -$845K -14,172 -2%
FLPIM
38
F.L. Putnam Investment Management
Massachusetts
$42.5M +$1.26M +21,078 +3%
BPWM
39
Badgley Phelps Wealth Managers
Washington
$38.6M -$11.5M -192,125 -23%
AI
40
Atria Investments
North Carolina
$37.4M +$35.5M +596,205 +1,420%
LSAG
41
Lake Street Advisors Group
New Hampshire
$35.8M -$3.1M -51,968 -8%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$35.5M -$910K -15,267 -2%
PP
43
PrairieView Partners
Minnesota
$34.6M +$1.55M +25,998 +5%
1IA
44
1834 Investment Advisors
Wisconsin
$34.6M +$3.06M +51,336 +10%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$34.6M -$85.5M -1,433,789 -71%
OCG
46
Opus Capital Group
Ohio
$33.3M +$6.91M +115,854 +26%
Truist Financial
47
Truist Financial
North Carolina
$31.4M -$915K -15,346 -3%
HFRG
48
Houlihan Financial Resource Group
Virginia
$31.1M +$29.9M +501,138 +2,366%
TWD
49
True Wealth Design
Ohio
$30.8M +$2.89M +48,505 +10%
RIG
50
RiverFront Investment Group
Virginia
$30.1M -$22.6M -379,048 -43%