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Vanguard Intermediate-Term Treasury ETF

349 hedge funds and large institutions have $4.07B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

19% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 111

2% more funds holding

Funds holding: 341349 (+8)

3% more capital invested

Capital invested by funds: $3.93B → $4.07B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

1.61% less ownership

Funds ownership: 57.77%56.16% (-1.6%)

19% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.36M

Holders
349
Holders Change
+8
Holders Change %
+2.35%
% of All Funds
6.13%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
51
Increased
132
Reduced
111
Closed
40
Calls
$1.91M
Puts
$2.36M
Net Calls
-$451K
Net Calls Change
-$451K
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
201
Fulcrum Equity Management
Texas
$528K +$537K +7,849 New
RJT
202
Raymond James Trust
Florida
$525K +$181K +2,641 +51%
William Blair & Company
203
William Blair & Company
Illinois
$517K -$42.2K -617 -7%
MWM
204
Merriman Wealth Management
Washington
$515K +$146K +2,129 +38%
CS
205
Comerica Securities
Michigan
$489K -$16.5K -241 -3%
PA
206
Parkside Advisors
California
$485K +$196K +2,859 +66%
A
207
AdvicePeriod
California
$481K +$99.4K +1,454 +25%
JCM
208
Jag Capital Management
Missouri
$443K +$127K +1,861 +39%
Comerica Bank
209
Comerica Bank
Texas
$434K +$154K +2,248 +54%
VPIM
210
Vanguard Personalized Indexing Management
California
$425K +$99.4K +1,454 +30%
RS
211
Retirement Solution
Washington
$421K +$428K +6,262 New
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$419K +$128K +1,873 +43%
SFM
213
Signet Financial Management
New Jersey
$417K -$216K -3,157 -34%
SPC
214
Sigma Planning Corp
Michigan
$417K -$16.2K -237 -4%
SAM
215
Secure Asset Management
Michigan
$414K -$68.9K -1,007 -14%
IA
216
IFG Advisory
Georgia
$407K -$156K -2,288 -27%
VFA
217
Valeo Financial Advisors
Indiana
$400K +$407K +5,950 New
TCBWMS
218
Texas Capital Bank Wealth Management Services
Texas
$385K -$6.54M -95,652 -94%
FPS
219
Fieldpoint Private Securities
Connecticut
$379K +$238K +3,484 +162%
MSFS
220
Main Street Financial Solutions
Pennsylvania
$378K -$126K -1,843 -25%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$376K
WS
222
Wedbush Securities
California
$367K +$162K +2,370 +77%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$366K +$372K +5,437 New
IWC
224
Integrated Wealth Concepts
Massachusetts
$360K -$180K -2,625 -33%
PWM
225
Perigon Wealth Management
California
$356K +$752 +11 +0.2%