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Vanguard Intermediate-Term Treasury ETF

349 hedge funds and large institutions have $4.07B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

19% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 111

2% more funds holding

Funds holding: 341349 (+8)

3% more capital invested

Capital invested by funds: $3.93B → $4.07B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

1.61% less ownership

Funds ownership: 57.77%56.16% (-1.6%)

19% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.36M

Holders
349
Holders Change
+8
Holders Change %
+2.35%
% of All Funds
6.13%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
51
Increased
132
Reduced
111
Closed
40
Calls
$1.91M
Puts
$2.36M
Net Calls
-$451K
Net Calls Change
-$451K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$457M
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$243M -$9.61M -140,581 -4%
CIA
3
Choate Investment Advisors
Massachusetts
$222M -$16.2M -236,380 -7%
BSW
4
Buckingham Strategic Wealth
Missouri
$204M +$74.1M +1,083,517 +56%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$198M
Bank of America
6
Bank of America
North Carolina
$172M -$13.9M -203,634 -7%
Mitsubishi UFJ Asset Management
7
Mitsubishi UFJ Asset Management
Japan
$164M -$923K -13,500 -0.5%
MIS
8
Morningstar Investment Services
Illinois
$121M +$23.6M +345,345 +24%
Creative Planning
9
Creative Planning
Kansas
$117M +$82.7M +1,209,786 +228%
Wells Fargo
10
Wells Fargo
California
$114M -$3.46M -50,616 -3%
Ameriprise
11
Ameriprise
Minnesota
$105M -$33.5M -489,626 -24%
UBS Group
12
UBS Group
Switzerland
$100M -$350K -5,116 -0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$94M +$13.8M +201,222 +17%
RIG
14
RiverFront Investment Group
Virginia
$93.2M +$52.8M +771,370 +125%
Morgan Stanley
15
Morgan Stanley
New York
$89.9M -$6.08M -88,917 -6%
VA
16
Valmark Advisers
Ohio
$77.2M +$4.19M +61,235 +6%
AWM
17
AE Wealth Management
Kansas
$61.8M +$10.1M +147,809 +19%
AI
18
Atria Investments
North Carolina
$60.2M +$7.53M +110,106 +14%
OWM
19
OneAscent Wealth Management
Alabama
$50.4M +$10.8M +158,206 +27%
UCFA
20
United Capital Financial Advisors
Texas
$50.3M -$3.22M -47,119 -6%
SF
21
Synovus Financial
Georgia
$48.9M +$1.29M +18,905 +3%
FMT
22
First Mercantile Trust
Tennessee
$46.9M +$4.99M +72,978 +12%
GWM
23
Gitterman Wealth Management
New Jersey
$45.3M +$46.1M +674,492 New
CWP
24
Concord Wealth Partners
Virginia
$41.6M +$42.1M +615,648 +18,263%
LPL Financial
25
LPL Financial
California
$41.6M -$4.31M -63,083 -9%