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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.

New
Increased
Maintained
Reduced
Closed
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 %
CISOA
126
Capital Investment Services of America
Wisconsin
$10.5M +$563K +9,485 +6%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$10.5M +$894K +15,051 +9%
CIM
128
Cambria Investment Management
California
$10.5M -$325K -5,476 -3%
VA
129
Vident Advisory
Georgia
$10.4M +$3.54M +59,749 +52%
HWM
130
Hassell Wealth Management
Louisiana
$10.3M -$100K -1,698 -1%
PS
131
Principal Securities
Iowa
$10M +$10M +168,908 New
MFG
132
Monumental Financial Group
Maryland
$9.98M -$2.44M -41,166 -20%
EF
133
Empowered Funds
Pennsylvania
$9.82M -$60.7K -1,023 -0.6%
NRWA
134
North Ridge Wealth Advisors
Oregon
$9.7M -$92.8K -1,564 -0.9%
AHC
135
Anderson Hoagland & Co
Missouri
$9.62M +$9.62M +162,710 New
2L
136
25 LLC
Missouri
$9.44M +$1.66M +27,912 +21%
AA
137
Addison Advisors
Vermont
$9.44M +$684K +11,532 +8%
CAN
138
Cetera Advisor Networks
California
$9.39M -$1.17M -19,804 -11%
AIM
139
AMI Investment Management
Indiana
$9.29M +$473K +7,971 +5%
RFP
140
Roth Financial Partners
Texas
$9.27M +$3.63M +61,272 +65%
FAFN
141
First Affirmative Financial Network
Colorado
$9.16M -$591K -9,962 -6%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$8.88M +$8.09M +136,458 +1,035%
NWM
143
Northwest Wealth Management
Iowa
$8.37M +$3.79M +63,973 +83%
VPA
144
Vernal Point Advisors
California
$8.34M +$8.34M +140,614 New
RC
145
Rareview Capital
Nevada
$8.19M +$8.19M +137,985 New
DWA
146
Delap Wealth Advisory
Oregon
$8.17M +$3.67M +61,898 +82%
APCM
147
Alaska Permanent Capital Management
Alaska
$8.13M +$8.13M +137,103 New
SCM
148
Stonehearth Capital Management
Massachusetts
$8.1M +$365K +6,152 +5%
MFG
149
Merit Financial Group
Georgia
$7.99M -$1.02M -17,159 -11%
ACS
150
Archford Capital Strategies
Illinois
$7.93M +$330K +5,571 +4%