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Vanguard Intermediate-Term Treasury ETF

27 hedge funds and large institutions have $37.5M invested in Vanguard Intermediate-Term Treasury ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $37.2M → $37.5M (+$236K)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.9M +$861K +13,573 +9%
Morgan Stanley
2
Morgan Stanley
New York
$4.79M -$22.2K -350 -0.5%
Franklin Resources
3
Franklin Resources
California
$3.94M +$207K +3,272 +6%
FM
4
Foster & Motley
Ohio
$2.8M +$151K +2,384 +6%
Stifel Financial
5
Stifel Financial
Missouri
$2.53M +$2.53M +39,906 New
CS
6
Credit Suisse
Switzerland
$1.82M -$66.1K -1,043 -4%
BCM
7
Bluefin Capital Management
New York
$1.6M -$173K -2,733 -10%
Natixis Advisors
8
Natixis Advisors
Massachusetts
$1.35M -$73.6K -1,161 -5%
Wells Fargo
9
Wells Fargo
California
$1.17M +$155K +2,450 +15%
SC
10
SouthState Corp
Florida
$867K +$6.34K +100 +0.7%
BFA
11
Bragg Financial Advisors
North Carolina
$747K
LPL Financial
12
LPL Financial
California
$706K -$56.8K -896 -7%
U
13
UBS
Switzerland
$702K -$1.41M -22,167 -67%
DSN
14
D. Scott Neal
Kentucky
$631K +$263K +4,140 +71%
BSB
15
Bangor Savings Bank
Maine
$577K -$216K -3,400 -27%
VCM
16
Vigilant Capital Management
Maine
$528K -$7.93K -125 -1%
MFS
17
MSI Financial Services
Massachusetts
$396K +$9.83K +155 +3%
WCM
18
Wealthcare Capital Management
Virginia
$360K +$361K +5,695 New
CNB
19
City National Bank
California
$339K +$62.8K +990 +23%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$252K -$646K -10,193 -72%
RIA
21
Regal Investment Advisors
Michigan
$211K +$35.8K +565 +20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$124K -$405K -6,380 -76%
LFG
23
LifePlan Financial Group
Ohio
$52K +$52.2K +824 New
Barclays
24
Barclays
United Kingdom
$27K +$22.8K +360 +462%
Citigroup
25
Citigroup
New York
$5K