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Vanguard Intermediate-Term Treasury ETF

91 hedge funds and large institutions have $494M invested in Vanguard Intermediate-Term Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

20% more capital invested

Capital invested by funds: $413M → $494M (+$81M)

12% more funds holding

Funds holding: 8191 (+10)

8.21% more ownership

Funds ownership: 43.48%51.69% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
16
Increased
35
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Stewardship Financial Advisors
Georgia
$710K -$2.06M -32,076 -74%
SWP
52
Stratos Wealth Partners
Ohio
$702K +$46.6K +727 +7%
FC
53
Financial Consulate
Maryland
$658K -$84.2K -1,314 -11%
WA
54
WBH Advisory
Maryland
$648K +$6.6K +103 +1%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$606K +$225K +3,505 +59%
JCM
56
Jag Capital Management
Missouri
$583K +$7.05K +110 +1%
BFA
57
Bragg Financial Advisors
North Carolina
$575K -$31.7K -495 -5%
SG Americas Securities
58
SG Americas Securities
New York
$567K +$565K +8,811 New
AWM
59
AE Wealth Management
Kansas
$532K +$228K +3,557 +75%
AI
60
Atria Investments
North Carolina
$472K +$470K +7,333 New
US Bancorp
61
US Bancorp
Minnesota
$442K +$9.74K +152 +2%
CPA
62
Clear Perspective Advisors
Illinois
$415K
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$403K -$750K -11,700 -65%
Stifel Financial
64
Stifel Financial
Missouri
$397K +$396K +6,174 New
WCM
65
Wealthcare Capital Management
Virginia
$388K -$153K -2,392 -28%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$378K +$6.73K +105 +2%
CAN
67
Cetera Advisor Networks
California
$369K +$103K +1,608 +39%
JWS
68
Juncture Wealth Strategies
Arizona
$332K +$331K +5,157 New
LFAS
69
Level Four Advisory Services
Texas
$283K
KWM
70
Kingsview Wealth Management
Oregon
$279K +$278K +4,334 New
AIS
71
American Investment Services
Massachusetts
$254K
GFPC
72
Global Financial Private Capital
Florida
$243K +$242K +3,778 New
HL
73
HeadInvest LLC
Maine
$232K
AG
74
Advisor Group
Arizona
$231K -$178K -2,780 -44%
IA
75
IndexIQ Advisors
New York
$217K -$7.32M -114,243 -97%