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Vanguard Intermediate-Term Treasury ETF

81 hedge funds and large institutions have $413M invested in Vanguard Intermediate-Term Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

43.48% more ownership

Funds ownership: 0%43.48% (+43%)

11% more funds holding

Funds holding: 7381 (+8)

3% more capital invested

Capital invested by funds: $401M → $413M (+$11.3M)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
18
Increased
24
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
WBH Advisory
Maryland
$637K +$430K +6,605 +196%
Citadel Advisors
52
Citadel Advisors
Florida
$637K +$648K +9,959 New
BFA
53
Bragg Financial Advisors
North Carolina
$604K -$10.4K -160 -2%
JCM
54
Jag Capital Management
Missouri
$573K -$203K -3,113 -26%
WCM
55
Wealthcare Capital Management
Virginia
$538K +$4.16K +64 +0.8%
KeyBank National Association
56
KeyBank National Association
Ohio
$448K
RWM
57
RKL Wealth Management
Pennsylvania
$441K +$449K +6,899 New
US Bancorp
58
US Bancorp
Minnesota
$429K +$7.68K +118 +2%
CPA
59
Clear Perspective Advisors
Illinois
$412K +$420K +6,450 New
AG
60
Advisor Group
Arizona
$407K -$92.6K -1,424 -18%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$377K -$419K -6,447 -52%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$369K +$279K +4,293 +287%
SAM
63
Solaris Asset Management
New York
$355K
GC
64
Garde Capital
Washington
$338K +$344K +5,288 New
FI
65
FormulaFolio Investments
Michigan
$309K -$1.76M -27,028 -85%
AWM
66
AE Wealth Management
Kansas
$302K +$307K +4,721 New
LFAS
67
Level Four Advisory Services
Texas
$281K +$286K +4,389 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$278K -$840K -12,912 -75%
CAN
69
Cetera Advisor Networks
California
$265K -$97.6K -1,500 -27%
AIS
70
American Investment Services
Massachusetts
$252K
PAG
71
Private Advisor Group
New Jersey
$230K +$28.3K +435 +14%
HL
72
HeadInvest LLC
Maine
$230K +$234K +3,600 New
NFG
73
Next Financial Group
Texas
$161K -$16.3K -250 -9%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$93K -$246K -3,776 -72%
JP Morgan Chase
75
JP Morgan Chase
New York
$74K +$36.9K +567 +95%