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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
1IA
51
1834 Investment Advisors
Wisconsin
$32.3M +$2.1M +35,463 +7%
EWM
52
Executive Wealth Management
Michigan
$30.9M +$4.63M +78,116 +18%
MG
53
MilWealth Group
Wisconsin
$29M -$329K -5,562 -1%
TWD
54
True Wealth Design
Ohio
$28.6M -$1.52M -25,718 -5%
LW
55
Libra Wealth
California
$28M -$563K -9,509 -2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$27.9M -$2.96M -50,004 -10%
OCG
57
Opus Capital Group
Ohio
$27.1M +$3.1M +52,359 +13%
WCWM
58
Wooster Corthell Wealth Management
Connecticut
$25.3M +$107K +1,814 +0.4%
RJA
59
Raymond James & Associates
Florida
$25.2M +$2.26M +38,080 +10%
EA
60
Evergreen Advisors
Tennessee
$23.3M +$436K +7,368 +2%
PCMC
61
Paragon Capital Management (Colorado)
Colorado
$23.2M +$22.9M +386,219 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$22.3M -$2.78M -46,984 -11%
MMA
63
Miracle Mile Advisors
California
$21.8M -$860K -14,526 -4%
UCFA
64
United Capital Financial Advisors
Texas
$21.7M -$2.25M -38,026 -9%
SFS
65
Strategic Financial Services
New York
$21.5M -$1.81M -30,576 -8%
Stifel Financial
66
Stifel Financial
Missouri
$21.1M +$2.88M +48,676 +16%
M&T Bank
67
M&T Bank
New York
$20.9M -$2.31M -38,919 -10%
KWM
68
Kingsview Wealth Management
Oregon
$20.4M +$1.04M +17,630 +5%
Goldman Sachs
69
Goldman Sachs
New York
$20M +$18.6M +314,558 +1,661%
AT
70
American Trust
Kentucky
$19.8M +$777K +13,112 +4%
Citigroup
71
Citigroup
New York
$19.7M -$5.27M -89,024 -21%
Mariner
72
Mariner
Kansas
$19.6M +$1.36M +23,000 +8%
APS
73
American Planning Services
Florida
$19.4M +$19.1M +322,818 New
AA
74
ALPS Advisors
Colorado
$19.2M -$317K -5,345 -2%
NA
75
Nottingham Advisors
New York
$18.8M -$1.27M -21,401 -6%