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Vanguard Intermediate-Term Treasury ETF

101 hedge funds and large institutions have $736M invested in Vanguard Intermediate-Term Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $613M → $736M (+$123M)

5% more funds holding

Funds holding: 96101 (+5)

3.89% more ownership

Funds ownership: 50.82%54.71% (+3.9%)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
16
Increased
37
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$239M +$240M +3,703,735 New
TAIM
2
TD Ameritrade Investment Management
Nebraska
$56.5M +$56.5M +870,659 +29,266%
CONA
3
Capital One National Association
New York
$52.8M -$1.49M -22,999 -3%
Bank of America
4
Bank of America
North Carolina
$42.5M +$2.65M +40,836 +7%
Wells Fargo
5
Wells Fargo
California
$34.4M +$652K +10,039 +2%
MIS
6
Morningstar Investment Services
Illinois
$30.8M +$4.57M +70,477 +17%
Morgan Stanley
7
Morgan Stanley
New York
$30.3M -$170K -2,616 -0.6%
Ameriprise
8
Ameriprise
Minnesota
$25.8M +$1.91M +29,350 +8%
WCWM
9
Wooster Corthell Wealth Management
Connecticut
$14.5M +$427K +6,581 +3%
AC
10
Alexandria Capital
Virginia
$13.7M +$798K +12,289 +6%
AWM
11
AE Wealth Management
Kansas
$12.6M +$2.79M +42,972 +28%
LPL Financial
12
LPL Financial
California
$12.5M +$562K +8,653 +5%
Franklin Resources
13
Franklin Resources
California
$12.4M +$1.33M +20,431 +12%
NA
14
Nottingham Advisors
New York
$12.3M +$134K +2,061 +1%
ACM
15
Aviance Capital Management
Florida
$10.7M -$1.69M -26,006 -14%
UCFA
16
United Capital Financial Advisors
Texas
$10.6M -$47.1K -726 -0.4%
AIA
17
Allegis Investment Advisors
Idaho
$8.87M +$1.28M +19,654 +17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.58M +$309K +4,757 +4%
SMM
19
Stadion Money Management
Georgia
$7.89M +$480K +7,400 +6%
RWM
20
RKL Wealth Management
Pennsylvania
$6.88M +$1.78M +27,464 +35%
CSIA
21
Charles Schwab Investment Advisory
California
$6.53M +$176K +2,709 +3%
Creative Planning
22
Creative Planning
Kansas
$6.33M -$945K -14,564 -13%
FM
23
Foster & Motley
Ohio
$4.67M +$575K +8,864 +14%
SFM
24
Signet Financial Management
New Jersey
$4.43M +$613K +9,442 +16%
UBS Group
25
UBS Group
Switzerland
$4.38M -$1.32M -20,327 -23%