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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
CF
101
Cantor Fitzgerald
New York
$10.5M -$864K -14,591 -8%
MML Investors Services
102
MML Investors Services
Massachusetts
$10.5M -$38.5M -649,745 -79%
PCIG
103
Partners Capital Investment Group
Massachusetts
$10.4M +$8.57M +144,762 +495%
FAFN
104
First Affirmative Financial Network
Colorado
$9.95M -$306K -5,168 -3%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$9.6M -$24.1K -407 -0.3%
AFG
106
Altiora Financial Group
Ohio
$9.58M -$430K -7,266 -4%
NRWA
107
North Ridge Wealth Advisors
Oregon
$9.54M +$9.42M +159,115 New
PGA
108
Portland Global Advisors
Maine
$9.47M +$792K +13,375 +9%
FM
109
Foster & Motley
Ohio
$8.76M +$66.6K +1,125 +0.8%
OCM
110
One Capital Management
California
$8.59M +$8.49M +143,314 New
EF
111
Empowered Funds
Pennsylvania
$8.58M +$8.49M +143,371 New
CISOA
112
Capital Investment Services of America
Wisconsin
$8.57M +$995K +16,795 +13%
AIM
113
AMI Investment Management
Indiana
$8.41M +$1.47M +24,806 +21%
CWP
114
Concord Wealth Partners
Virginia
$7.79M -$3.16M -53,409 -29%
Cerity Partners
115
Cerity Partners
New York
$7.61M +$2.96M +49,968 +65%
MFG
116
Monumental Financial Group
Maryland
$7.47M +$430K +7,259 +6%
FTUS
117
Flow Traders U.S.
New York
$7.39M +$7.3M +123,278 New
SCA
118
STALEY CAPITAL ADVISERS
Pennsylvania
$7.32M +$1.54M +25,990 +27%
BBNA
119
Bremer Bank National Association
Minnesota
$7.3M
TF
120
Theory Financial
Colorado
$7.21M +$4.3M +72,625 +152%
ACS
121
Archford Capital Strategies
Illinois
$7.08M +$1.43M +24,141 +26%
CAN
122
Cetera Advisor Networks
California
$7.06M +$577K +9,740 +9%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$6.96M +$103K +1,733 +2%
KAM
124
Kraft Asset Management
Tennessee
$6.72M +$71.5K +1,207 +1%
BW
125
Bison Wealth
Georgia
$6.72M +$2.65M +44,752 +68%