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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
PWAG
76
Polaris Wealth Advisory Group
California
$18.1M +$20.6K +348 +0.1%
AssetMark Inc
77
AssetMark Inc
California
$17.4M +$16.6M +279,434 +2,808%
BWP
78
BSW Wealth Partners
Colorado
$17.3M +$647K +10,916 +4%
ONB
79
Old National Bancorp
Indiana
$17M +$861K +14,538 +5%
NW
80
NewEdge Wealth
Pennsylvania
$16.6M +$2.23M +37,715 +16%
NRW
81
Nova R Wealth
Kansas
$16.5M +$107K +1,805 +0.7%
BOPW
82
Brandywine Oak Private Wealth
Pennsylvania
$16.1M +$16M +269,330 New
Osaic Holdings
83
Osaic Holdings
Arizona
$15.8M +$511K +8,629 +3%
AIM
84
Alhambra Investment Management
Florida
$15.2M +$4.43M +74,837 +42%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$14.4M +$4.9M +82,780 +52%
Mirae Asset Global Investments
86
Mirae Asset Global Investments
South Korea
$14.3M +$1.88M +31,757 +15%
WF
87
Whelan Financial
California
$14.2M +$677K +11,437 +5%
RC
88
Roundview Capital
New Jersey
$13.1M +$1.54M +25,942 +13%
VT
89
Vise Technologies
New York
$11.6M +$1.68M +28,379 +17%
CIM
90
Cambria Investment Management
California
$11.4M +$499K +8,430 +5%
EW
91
Evoke Wealth
California
$11.2M -$29M -489,903 -72%
SCM
92
Stonehearth Capital Management
Massachusetts
$11.1M -$41.9K -708 -0.4%
HWM
93
Hassell Wealth Management
Louisiana
$11M -$254K -4,288 -2%
RWM
94
RKL Wealth Management
Pennsylvania
$10.9M +$342K +5,770 +3%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$10.9M -$3.01M -50,817 -22%
RBC
96
Roble Belko & Company
Pennsylvania
$10.8M +$302K +5,094 +3%
PG
97
Proffitt & Goodson
Tennessee
$10.7M -$112K -1,897 -1%
AWM
98
Arista Wealth Management
Nevada
$10.7M +$4.74M +80,051 +82%
ACA
99
Ackerman Capital Advisors
Texas
$10.6M -$3.62M -61,041 -26%
WA
100
WBH Advisory
Maryland
$10.6M +$10.4M +176,021 New