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Vanguard Intermediate-Term Treasury ETF

493 hedge funds and large institutions have $11.7B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 169 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

30,572% more call options, than puts

Call options by funds: $8.89M | Put options by funds: $29K

115% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 53

41% more capital invested

Capital invested by funds: $8.32B → $11.7B (+$3.4B)

21% more funds holding in top 10

Funds holding in top 10: 4858 (+10)

12% more funds holding

Funds holding: 439493 (+54)

2% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 165

0.88% less ownership

Funds ownership: 71.23%70.35% (-0.88%)

Holders
493
Holders Change
+54
Holders Change %
+12.3%
% of All Funds
7.92%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
0.93%
New
114
Increased
169
Reduced
165
Closed
53
Calls
$8.89M
Puts
$29K
Net Calls
+$8.87M
Net Calls Change
+$8.54M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
51
True Wealth Design
Ohio
$29.4M +$29.4M +502,418 New
MG
52
MilWealth Group
Wisconsin
$28.6M -$558K -9,553 -2%
EWM
53
Executive Wealth Management
Michigan
$25.6M +$24.3M +415,895 +1,912%
Truist Financial
54
Truist Financial
North Carolina
$25.1M +$3.46M +59,116 +16%
WCWM
55
Wooster Corthell Wealth Management
Connecticut
$24.6M -$438K -7,499 -2%
HIG
56
Herr Investment Group
Texas
$24.6M +$24.6M +420,342 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$24.5M -$8.59M -147,017 -26%
Citigroup
58
Citigroup
New York
$24.4M -$166K -2,843 -0.7%
UCFA
59
United Capital Financial Advisors
Texas
$23.4M -$3.49M -59,634 -13%
OCG
60
Opus Capital Group
Ohio
$23.4M +$23.4M +399,548 New
SFS
61
Strategic Financial Services
New York
$22.8M +$22.4M +383,984 +7,007%
M&T Bank
62
M&T Bank
New York
$22.7M -$5.17M -88,393 -19%
RJA
63
Raymond James & Associates
Florida
$22.4M -$4.77M -81,544 -18%
EA
64
Evergreen Advisors
Tennessee
$22.3M +$22.3M +381,894 New
MMA
65
Miracle Mile Advisors
California
$22.1M +$21.4M +365,764 +3,076%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$21.2M +$4.62M +79,013 +28%
CCA
67
Cobblestone Capital Advisors
New York
$21.1M +$21.1M +361,641 New
NA
68
Nottingham Advisors
New York
$19.6M -$568K -9,710 -3%
AA
69
ALPS Advisors
Colorado
$19M +$86.2K +1,475 +0.5%
KWM
70
Kingsview Wealth Management
Oregon
$18.8M +$938K +16,052 +5%
AT
71
American Trust
Kentucky
$18.5M +$755K +12,908 +4%
PWAG
72
Polaris Wealth Advisory Group
California
$17.9M -$43.8K -749 -0.2%
Stifel Financial
73
Stifel Financial
Missouri
$17.8M +$2.5M +42,790 +16%
Mariner
74
Mariner
Kansas
$17.8M +$706K +12,086 +4%
RWRC
75
R.W. Roge & Company
New York
$16.8M +$8.6M +147,166 +105%