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Vanguard Intermediate-Term Treasury ETF

659 hedge funds and large institutions have $17.5B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 256 increasing their positions, 189 reducing their positions, and 60 closing their positions.

Holders
659
Holders Change
+91
Holders Change %
+16.02%
% of All Funds
9.66%
Holding in Top 10
99
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.57%
% of All Funds
1.45%
New
163
Increased
256
Reduced
189
Closed
60
Calls
$1.74M
Puts
$3.26M
Net Calls
-$1.51M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
101
Whelan Financial
California
$15.5M +$430K +7,252 +3%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$15.2M +$1.85M +31,121 +14%
WA
103
WBH Advisory
Maryland
$15.2M +$1.88M +31,740 +14%
CW
104
Connectus Wealth
Ohio
$14.6M +$14.6M +246,463 New
AIM
105
Alhambra Investment Management
Florida
$14.6M -$684K -11,539 -4%
RBC
106
Roble Belko & Company
Pennsylvania
$14.6M +$6.73M +113,455 +85%
OWM
107
OneAscent Wealth Management
Alabama
$14.4M -$3.1M -52,315 -18%
PWMG
108
Private Wealth Management Group
New Jersey
$13.7M +$13.7M +231,784 New
PCM
109
Peirce Capital Management
Texas
$13.5M +$13.5M +227,984 New
NA
110
Nottingham Advisors
New York
$13.3M -$223K -5,109 -2%
VT
111
Vise Technologies
New York
$13.2M -$29.1K -491 -0.2%
AC
112
Abbrea Capital
California
$13.2M +$1.19M +20,031 +10%
PCA
113
Pallas Capital Advisors
Massachusetts
$12.9M +$2.44M +41,188 +23%
FA
114
Fermata Advisors
California
$12.7M -$152K -2,561 -1%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$12.6M +$8.28M +139,521 +193%
RWRC
116
R.W. Roge & Company
New York
$12.2M +$3.19M +53,702 +35%
SCA
117
STALEY CAPITAL ADVISERS
Pennsylvania
$11.9M +$273K +4,600 +2%
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
$11.8M +$11.8M +198,714 New
RWM
119
RKL Wealth Management
Pennsylvania
$11.5M +$119K +2,005 +1%
MML Investors Services
120
MML Investors Services
Massachusetts
$11.5M -$68.2K -1,149 -0.6%
WFA
121
Wade Financial Advisory
California
$11.4M +$11.4M +192,023 New
EWA
122
Elevate Wealth Advisory
Georgia
$11.4M +$11.4M +192,023 New
M&T Bank
123
M&T Bank
New York
$11.4M -$2.65M -44,629 -19%
BBNA
124
Bremer Bank National Association
Minnesota
$10.7M
Financial Engines Advisors
125
Financial Engines Advisors
California
$10.5M +$10.1M +170,868 +2,592%