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Vanguard Intermediate-Term Treasury ETF

554 hedge funds and large institutions have $9.26B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 159 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+46
Holders Change %
+9.06%
% of All Funds
8.74%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.09%
New
79
Increased
247
Reduced
159
Closed
29
Calls
$1.63M
Puts
$962K
Net Calls
+$663K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Shares
Change %
HIGP
176
Hill Investment Group Partners
Missouri
$4.2M -$161K -2,751 -4%
AI
177
Auour Investments
Massachusetts
$4.19M +$4.19M +71,457 New
HW
178
Hancock Whitney
Mississippi
$4.19M +$157K +2,684 +4%
ML
179
Mayport LLC
Massachusetts
$4.14M -$585K -9,968 -12%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$4.04M -$9.8M -170,416 -71%
Franklin Resources
181
Franklin Resources
California
$3.94M -$15.1K -257 -0.4%
BFEC
182
Benjamin F. Edwards & Company
Missouri
$3.86M +$59.6K +1,016 +2%
EWA
183
EverSource Wealth Advisors
Alabama
$3.81M -$43.4K -739 -1%
KFG
184
Kingdom Financial Group
Arizona
$3.79M +$3.79M +64,685 New
FWM
185
Forza Wealth Management
Florida
$3.79M
BSA
186
Bull Street Advisors
Georgia
$3.79M -$372K -6,340 -9%
SWA
187
Stratos Wealth Advisors
Ohio
$3.75M -$736K -12,550 -16%
BWP
188
Baldwin Wealth Partners
Massachusetts
$3.7M +$3.67M +62,620 +12,278%
CCM
189
Coldstream Capital Management
Washington
$3.61M -$323K -5,511 -8%
SW
190
StrongBox Wealth
Missouri
$3.55M +$3.55M +60,588 New
NWM
191
Northwest Wealth Management
Iowa
$3.54M +$57.9K +987 +2%
SWRP
192
Summit Wealth & Retirement Planning
California
$3.49M -$74K -1,262 -2%
RCM
193
RB Capital Management
Nevada
$3.48M +$218K +3,719 +7%
SFA
194
Souders Financial Advisors
Ohio
$3.42M +$84.5K +1,440 +3%
FVWA
195
Foster Victor Wealth Advisors
South Carolina
$3.37M +$68K +1,169 +2%
MA
196
Modus Advisors
Minnesota
$3.36M +$164K +2,794 +5%
AA
197
AJ Advisors
Tennessee
$3.34M -$38.1K -650 -1%
RCA
198
Resonant Capital Advisors
Wisconsin
$3.31M -$498K -8,494 -13%
IA
199
IFP Advisors
Florida
$3.31M +$3.21M +54,778 +3,430%
MWM
200
Marietta Wealth Management
Georgia
$3.27M +$396K +6,757 +14%