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Vanguard Intermediate-Term Treasury ETF

81 hedge funds and large institutions have $413M invested in Vanguard Intermediate-Term Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

43.48% more ownership

Funds ownership: 0%43.48% (+43%)

11% more funds holding

Funds holding: 7381 (+8)

3% more capital invested

Capital invested by funds: $401M → $413M (+$11.3M)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
18
Increased
24
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1
Ronald Blue & Co
Georgia
$66.4M +$67.6M +1,038,360 New
Bank of America
2
Bank of America
North Carolina
$51.3M -$2.36M -36,211 -4%
CONA
3
Capital One National Association
New York
$40.6M -$15.6M -239,049 -27%
Wells Fargo
4
Wells Fargo
California
$33.4M +$3.76M +57,864 +12%
Morgan Stanley
5
Morgan Stanley
New York
$19.4M -$461K -7,093 -2%
ACM
6
Aviance Capital Management
Florida
$18.7M -$1.16M -17,782 -6%
WCWM
7
Wooster Corthell Wealth Management
Connecticut
$13M +$1.16M +17,880 +10%
AC
8
Alexandria Capital
Virginia
$12.2M -$72.4K -1,113 -0.6%
NA
9
Nottingham Advisors
New York
$11.6M -$6.46M -99,325 -35%
Franklin Resources
10
Franklin Resources
California
$9.18M -$369K -5,666 -4%
Creative Planning
11
Creative Planning
Kansas
$9.11M +$597K +9,183 +7%
UBS Group
12
UBS Group
Switzerland
$8.36M +$408K +6,268 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.34M -$8.98M -138,036 -51%
KIM
14
Karpus Investment Management
New York
$7.85M -$20.2K -310 -0.3%
IA
15
IndexIQ Advisors
New York
$7.52M +$7.65M +117,615 New
CSIA
16
Charles Schwab Investment Advisory
California
$6.34M +$6.19M +95,175 +2,391%
SMM
17
Stadion Money Management
Georgia
$6.27M +$451K +6,930 +8%
AIA
18
Allegis Investment Advisors
Idaho
$5.95M +$5.26M +80,818 +655%
KLC
19
Knowledge Leaders Capital
Colorado
$5.51M
WI
20
WBI Investments
New Jersey
$5.32M -$1.38M -21,164 -20%
Ameriprise
21
Ameriprise
Minnesota
$4.23M -$15.7M -241,790 -78%
AssetMark Inc
22
AssetMark Inc
California
$4.01M -$1.09M -16,694 -21%
LPL Financial
23
LPL Financial
California
$3.9M -$1.36M -20,901 -26%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.78M -$2.13M -32,672 -36%
Wolverine Trading
25
Wolverine Trading
Illinois
$3.73M +$3.79M +58,302 New