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Vanguard Intermediate-Term Treasury ETF

509 hedge funds and large institutions have $9B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 209 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.11M

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

38% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 152

10% more funds holding in top 10

Funds holding in top 10: 5864 (+6)

3% more funds holding

Funds holding: 493509 (+16)

2.32% less ownership

Funds ownership: 70.35%68.03% (-2.3%)

23% less capital invested

Capital invested by funds: $11.7B → $9B (-$2.73B)

Holders
509
Holders Change
+16
Holders Change %
+3.25%
% of All Funds
8.11%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.02%
New
80
Increased
209
Reduced
152
Closed
51
Calls
$1.77M
Puts
$1.11M
Net Calls
+$660K
Net Calls Change
-$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$931M -$1.31B -22,111,224 -59%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$717M +$707M +11,938,048 New
State Street
3
State Street
Massachusetts
$408M
RWP
4
RWA Wealth Partners
Massachusetts
$379M +$14.3M +241,090 +4%
Creative Planning
5
Creative Planning
Kansas
$364M +$23M +388,999 +7%
Morgan Stanley
6
Morgan Stanley
New York
$302M +$90.3M +1,524,992 +43%
Fisher Asset Management
7
Fisher Asset Management
Washington
$261M -$10.4M -175,812 -4%
BSW
8
Buckingham Strategic Wealth
Missouri
$233M
UBS Group
9
UBS Group
Switzerland
$225M +$133M +2,252,073 +151%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$203M
MG
11
Mather Group
Illinois
$184M +$16.9M +285,905 +10%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$163M -$10.1M -169,984 -6%
FIB
13
First Interstate Bank
Montana
$157M +$12.6M +213,129 +9%
BTI
14
Blue Trust Inc
Georgia
$156M -$45.4M -766,712 -22%
Wells Fargo
15
Wells Fargo
California
$137M +$2.48M +41,786 +2%
MIS
16
Morningstar Investment Services
Illinois
$135M +$826K +13,943 +0.6%
JPG
17
Jordan Park Group
California
$135M -$10.7M -180,285 -7%
FG
18
Foster Group
Iowa
$133M +$78.6M +1,327,843 +149%
Ameriprise
19
Ameriprise
Minnesota
$128M +$532K +8,986 +0.4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$127M +$3.51M +59,262 +3%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$121M +$8.42M +142,119 +8%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$121M +$9.01M +152,079 +8%
Bank of America
23
Bank of America
North Carolina
$120M -$82.5M -1,392,144 -41%
Mitsubishi UFJ Asset Management
24
Mitsubishi UFJ Asset Management
Japan
$120M -$1.16M -19,500 -1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$109M +$107M +1,808,592 +25,763%