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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 %
Jones Financial Companies
151
Jones Financial Companies
Missouri
$7.89M +$551K +9,285 +8%
SWM
152
Seaside Wealth Management
California
$7.87M +$527K +8,890 +7%
MPW
153
MGO Private Wealth
California
$7.86M +$7.37M +124,311 +1,520%
HC
154
Hara Capital
Washington
$7.84M +$7.84M +132,119 New
SW
155
StrongBox Wealth
Missouri
$7.81M +$2.2M +37,168 +39%
JTWM
156
Jackson Thornton Wealth Management
Alabama
$7.69M +$1.97M +33,193 +34%
LBC
157
Lowe Brockenbrough & Co
Virginia
$7.66M +$3.18M +53,625 +71%
AFG
158
Altiora Financial Group
Ohio
$7.49M -$1.12M -18,933 -13%
FM
159
Foster & Motley
Ohio
$7.33M -$780K -13,154 -10%
SW
160
SMART Wealth
Nebraska
$7.27M +$4.29M +72,278 +144%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$7.25M -$1.54M -25,888 -17%
OCM
162
One Capital Management
California
$7.17M +$247K +4,169 +4%
WFA
163
Wells Financial Advisors
Massachusetts
$7.13M -$835K -14,070 -10%
SRB
164
Shotwell Rutter Baer
Michigan
$7.09M +$7.09M +119,423 New
QWM
165
Quaker Wealth Management
New Jersey
$7.07M +$157K +2,641 +2%
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$7M +$4.66M +78,599 +200%
DI
167
DAGCO Inc
Ohio
$6.93M +$6.93M +116,877 New
DWS
168
Dynamic Wealth Strategies
California
$6.93M +$6.93M +116,877 New
BFM
169
Boston Financial Management
Massachusetts
$6.93M +$187K +3,155 +3%
FFA
170
Farther Finance Advisors
California
$6.81M +$3.63M +61,186 +114%
UCFA
171
United Capital Financial Advisors
Texas
$6.78M -$5.96M -100,392 -47%
Comerica Bank
172
Comerica Bank
Texas
$6.65M +$945K +15,935 +17%
BWM
173
Brickley Wealth Management
California
$6.54M -$137K -2,312 -2%
TF
174
Theory Financial
Colorado
$6.43M +$34.1K +575 +0.5%
AP
175
Agilis Partners
Massachusetts
$6.41M +$6.41M +108,090 New