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Vanguard Intermediate-Term Treasury ETF

555 hedge funds and large institutions have $9.26B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 160 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

69% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $962K

54% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 160

9% more funds holding

Funds holding: 509555 (+46)

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

3% more capital invested

Capital invested by funds: $9B → $9.26B (+$267M)

0.88% less ownership

Funds ownership: 68.03%67.15% (-0.88%)

Holders
555
Holders Change
+46
Holders Change %
+9.04%
% of All Funds
8.71%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.08%
New
79
Increased
247
Reduced
160
Closed
29
Calls
$1.63M
Puts
$962K
Net Calls
+$663K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$897M -$14.2M -237,495 -2%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$728M +$27.8M +466,229 +4%
RWP
3
RWA Wealth Partners
Massachusetts
$412M +$42M +704,410 +11%
Creative Planning
4
Creative Planning
Kansas
$404M +$49.1M +823,226 +14%
Morgan Stanley
5
Morgan Stanley
New York
$401M +$107M +1,792,202 +36%
State Street
6
State Street
Massachusetts
$399M
BSW
7
Buckingham Strategic Wealth
Missouri
$253M +$19.7M +330,160 +8%
Fisher Asset Management
8
Fisher Asset Management
Washington
$251M -$3.71M -62,145 -1%
UBS Group
9
UBS Group
Switzerland
$214M -$6.03M -101,201 -3%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$199M
BTI
11
Blue Trust Inc
Georgia
$195M +$34.2M +573,777 +21%
MG
12
Mather Group
Illinois
$191M +$11.1M +186,512 +6%
FIB
13
First Interstate Bank
Montana
$157M +$3.99M +66,999 +3%
Ameriprise
14
Ameriprise
Minnesota
$152M +$27M +453,255 +21%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$151M -$8.66M -145,329 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$146M +$22.1M +371,328 +17%
Wells Fargo
17
Wells Fargo
California
$136M +$2.28M +38,292 +2%
FG
18
Foster Group
Iowa
$133M +$3.37M +56,471 +3%
MIS
19
Morningstar Investment Services
Illinois
$131M -$2.16M -36,261 -2%
Bank of America
20
Bank of America
North Carolina
$125M +$7.64M +128,163 +6%
JPG
21
Jordan Park Group
California
$117M -$15.2M -255,653 -11%
HFS
22
Heritage Financial Services
Massachusetts
$111M +$6.8M +114,134 +6%
Mitsubishi UFJ Asset Management
23
Mitsubishi UFJ Asset Management
Japan
$110M -$7.07M -118,600 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$106M -$274K -4,596 -0.3%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$100M +$22.4M +376,281 +28%