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Vanguard Intermediate-Term Treasury ETF

254 hedge funds and large institutions have $3.78B invested in Vanguard Intermediate-Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

30% more funds holding in top 10

Funds holding in top 10: 2735 (+8)

16% more capital invested

Capital invested by funds: $3.25B → $3.78B (+$524M)

9% more funds holding

Funds holding: 233254 (+21)

0% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 84

3.34% less ownership

Funds ownership: 72.7%69.36% (-3.3%)

Holders
254
Holders Change
+21
Holders Change %
+9.01%
% of All Funds
5.6%
Holding in Top 10
35
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+29.63%
% of All Funds
0.77%
New
53
Increased
84
Reduced
84
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$480M
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$308M +$28M +412,805 +10%
CIA
3
Choate Investment Advisors
Massachusetts
$197M +$22.1M +325,764 +13%
Franklin Resources
4
Franklin Resources
California
$187M -$1.66M -24,408 -0.9%
Bank of America
5
Bank of America
North Carolina
$155M +$69.7M +1,028,413 +88%
Mitsubishi UFJ Asset Management
6
Mitsubishi UFJ Asset Management
Japan
$131M -$4.16M -61,300 -3%
Wells Fargo
7
Wells Fargo
California
$113M +$11M +162,299 +11%
Morgan Stanley
8
Morgan Stanley
New York
$111M +$46.3M +682,682 +77%
RIG
9
RiverFront Investment Group
Virginia
$107M -$6.3M -92,844 -4%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$102M -$11.2M -165,625 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$85.4M +$20.8M +307,216 +34%
Ameriprise
12
Ameriprise
Minnesota
$85.1M +$4.11M +60,556 +5%
AWM
13
AE Wealth Management
Kansas
$83.9M +$35.4M +521,585 +78%
SS
14
Simplicity Solutions
Minnesota
$81.5M +$35.2M +518,668 +82%
SF
15
Synovus Financial
Georgia
$73.4M +$33.9M +500,107 +93%
VA
16
Valmark Advisers
Ohio
$67.6M -$5.38M -79,300 -8%
HCC
17
Hirtle Callaghan & Co
Pennsylvania
$66.9M
MIS
18
Morningstar Investment Services
Illinois
$62.1M +$2.29M +33,778 +4%
UCFA
19
United Capital Financial Advisors
Texas
$60.9M +$10.1M +148,718 +21%
UBS Group
20
UBS Group
Switzerland
$58.7M +$22.6M +333,778 +67%
LPL Financial
21
LPL Financial
California
$55.5M +$17.8M +262,695 +50%
Comerica Bank
22
Comerica Bank
Texas
$48M +$46.1M +680,350 New
HW
23
Hancock Whitney
Mississippi
$46.8M -$3.75M -55,228 -8%
OFS
24
OneAscent Financial Services
Alabama
$44M -$23.1M -340,198 -35%
AI
25
Atria Investments
North Carolina
$43.8M -$64.1M -944,465 -60%