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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 %
RW
201
REDW Wealth
New Mexico
$5.16M -$1.09M -18,438 -17%
CFIA
202
Cantor Fitzgerald Investment Advisors
New York
$5.15M +$5.15M +86,826 New
WCFA
203
Walkner Condon Financial Advisors
Wisconsin
$5.11M +$4.46M +75,162 +689%
SW
204
Simplicity Wealth
New Jersey
$4.93M +$48.4K +816 +1%
SCI
205
Stableford Capital II
Arizona
$4.93M +$88.8K +1,499 +2%
RCA
206
Resonant Capital Advisors
Wisconsin
$4.84M +$605K +10,193 +14%
SF
207
Synovus Financial
Georgia
$4.69M -$39.8M -670,183 -89%
MWM
208
Marion Wealth Management
Pennsylvania
$4.6M +$4.6M +77,603 New
DFC
209
DB Fitzpatrick & Co
Idaho
$4.52M +$4.52M +76,258 New
OIA
210
OneDigital Investment Advisors
Kansas
$4.51M +$1.67M +28,162 +59%
MWM
211
Marietta Wealth Management
Georgia
$4.44M +$661K +11,138 +17%
SHGA
212
Sand Hill Global Advisors
California
$4.38M +$4.38M +73,813 New
CWP
213
Concord Wealth Partners
Virginia
$4.35M -$1.81M -30,509 -29%
SFM
214
Signet Financial Management
New Jersey
$4.32M -$360K -6,069 -8%
AAM
215
Ameraudi Asset Management
New York
$4.26M +$1.12M +18,851 +36%
NYLIM
216
New York Life Investment Management
New York
$4.17M -$15.1M -254,011 -78%
SFS
217
Sharp Financial Services
Pennsylvania
$4.05M +$4.05M +68,326 New
AWS
218
Atria Wealth Solutions
New York
$4.04M -$942K -15,875 -19%
IF
219
IRON Financial
Illinois
$4.04M -$142K -2,393 -3%
AI
220
Auour Investments
Massachusetts
$4.01M -$142K -2,413 -3%
Citigroup
221
Citigroup
New York
$3.97M +$721K +12,153 +22%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$3.97M +$86.6K +1,460 +2%
NP
223
Nilsine Partners
Colorado
$3.97M +$434K +7,316 +12%
Corient Private Wealth
224
Corient Private Wealth
Florida
$3.94M +$3.38M +57,044 +603%
ML
225
Mayport LLC
Massachusetts
$3.94M -$431K -7,264 -10%