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Vanguard Intermediate-Term Treasury ETF

555 hedge funds and large institutions have $9.26B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 160 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

69% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $962K

54% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 160

9% more funds holding

Funds holding: 509555 (+46)

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

3% more capital invested

Capital invested by funds: $9B → $9.26B (+$267M)

0.88% less ownership

Funds ownership: 68.03%67.15% (-0.88%)

Holders
555
Holders Change
+46
Holders Change %
+9.04%
% of All Funds
8.71%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.08%
New
79
Increased
247
Reduced
160
Closed
29
Calls
$1.63M
Puts
$962K
Net Calls
+$663K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
MD
76
Money Design
Japan
$18.2M -$36.9M -619,064 -67%
BWP
77
BSW Wealth Partners
Colorado
$18.2M +$1.3M +21,834 +8%
OWM
78
OneAscent Wealth Management
Alabama
$18.2M +$18.2M +305,806 +6,872%
Osaic Holdings
79
Osaic Holdings
Arizona
$18M +$2.56M +42,961 +16%
PWAG
80
Polaris Wealth Advisory Group
California
$17.9M +$226K +3,794 +1%
PCMC
81
Paragon Capital Management (Colorado)
Colorado
$17.8M -$4.9M -82,253 -21%
ONB
82
Old National Bancorp
Indiana
$17.4M +$798K +13,389 +5%
OFS
83
OneAscent Financial Services
Alabama
$17M +$15.7M +262,848 +973%
NW
84
NewEdge Wealth
Pennsylvania
$16.9M +$651K +10,927 +4%
BOPW
85
Brandywine Oak Private Wealth
Pennsylvania
$16.4M +$628K +10,526 +4%
NRW
86
Nova R Wealth
Kansas
$16.2M +$141K +2,361 +0.9%
AWM
87
Arista Wealth Management
Nevada
$15.9M +$5.62M +94,226 +53%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$15.7M +$853K +14,313 +6%
RBC
89
Roble Belko & Company
Pennsylvania
$15.5M +$5M +83,941 +47%
Goldman Sachs
90
Goldman Sachs
New York
$15.4M -$4.2M -70,468 -21%
AIM
91
Alhambra Investment Management
Florida
$15M +$139K +2,324 +0.9%
RWRC
92
R.W. Roge & Company
New York
$15M +$13.3M +223,389 +693%
Cerity Partners
93
Cerity Partners
New York
$14.6M +$7.23M +121,329 +96%
RC
94
Roundview Capital
New Jersey
$14.5M +$1.72M +28,765 +13%
WF
95
Whelan Financial
California
$14.4M +$462K +7,756 +3%
VT
96
Vise Technologies
New York
$12.8M +$1.54M +25,756 +13%
EW
97
Evoke Wealth
California
$12.7M +$1.76M +29,586 +16%
MML Investors Services
98
MML Investors Services
Massachusetts
$12.3M +$2.02M +33,914 +19%
KAS
99
Kestra Advisory Services
Texas
$12.1M +$10.2M +170,440 +480%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$11.7M +$1.07M +17,897 +10%