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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
VIA
151
Vident Investment Advisory
Georgia
$4.73M +$4.67M +78,895 New
JTWM
152
Jackson Thornton Wealth Management
Alabama
$4.72M +$1.11M +18,696 +31%
EWA
153
EP Wealth Advisors
California
$4.68M -$337K -5,692 -11%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$4.6M +$4.13M +69,686 +988%
BBNB
155
Baker Boyer National Bank
Washington
$4.59M +$4.53M +76,532 New
SWA
156
Stratos Wealth Advisors
Ohio
$4.58M +$377K +6,364 +9%
WFA
157
Wellspring Financial Advisors
Ohio
$4.56M -$143K -2,416 -3%
IF
158
IRON Financial
Illinois
$4.52M +$22.3K +376 +0.5%
RFC
159
Regions Financial Corp
Alabama
$4.51M +$428K +7,225 +11%
HIGP
160
Hill Investment Group Partners
Missouri
$4.46M -$382K -6,442 -8%
OIA
161
OneDigital Investment Advisors
Kansas
$4.32M +$4.27M +72,068 New
CAMV
162
Concord Asset Management (Virginia)
Virginia
$4.3M +$22K +372 +0.5%
BSA
163
Bull Street Advisors
Georgia
$4.25M
HW
164
Hancock Whitney
Mississippi
$4.12M -$109K -1,840 -3%
MFG
165
Merit Financial Group
Georgia
$4.11M +$1.66M +28,095 +69%
Franklin Resources
166
Franklin Resources
California
$4.04M -$386K -6,516 -9%
CCM
167
Coldstream Capital Management
Washington
$4.02M +$49.6K +838 +1%
EWA
168
EverSource Wealth Advisors
Alabama
$3.93M +$18.8K +317 +0.5%
RCA
169
Resonant Capital Advisors
Wisconsin
$3.89M -$13.3K -225 -0.3%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$3.89M -$24.1K -407 -0.6%
FWM
171
Forza Wealth Management
Florida
$3.87M
SW
172
SVB Wealth
Massachusetts
$3.76M +$1.03M +17,374 +38%
WPC
173
Wedmont Private Capital
Pennsylvania
$3.76M -$30.8K -520 -0.8%
SWRP
174
Summit Wealth & Retirement Planning
California
$3.64M -$71.8K -1,213 -2%
AWS
175
Atria Wealth Solutions
New York
$3.61M +$123K +2,070 +4%