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Vanguard Intermediate-Term Treasury ETF

663 hedge funds and large institutions have $20.4B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 320 increasing their positions, 185 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 185

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

17% more capital invested

Capital invested by funds: $17.5B → $20.4B (+$2.92B)

10% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.02M

1% more funds holding

Funds holding: 659663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 9998 (-1)

2.49% less ownership

Funds ownership: 80.47%77.98% (-2.5%)

Holders
663
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
9.55%
Holding in Top 10
98
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.01%
% of All Funds
1.41%
New
90
Increased
320
Reduced
185
Closed
77
Calls
$1.12M
Puts
$1.02M
Net Calls
+$99K
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.05B +$3.1B +52,754,036 +323%
Bank of America
2
Bank of America
North Carolina
$2.85B +$170M +2,896,197 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.51B -$91.2M -1,553,701 -6%
Morgan Stanley
4
Morgan Stanley
New York
$1.05B -$764M -13,027,235 -42%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$836M +$27.2M +463,479 +3%
Creative Planning
6
Creative Planning
Kansas
$576M +$93.8M +1,598,573 +19%
SCM
7
SCS Capital Management
Massachusetts
$573M +$14.2M +241,659 +3%
RWP
8
RWA Wealth Partners
Massachusetts
$508M +$10.4M +177,042 +2%
Fisher Asset Management
9
Fisher Asset Management
Washington
$405M +$165M +2,810,940 +68%
NL
10
NEPC LLC
Massachusetts
$366M +$106M +1,802,367 +41%
BSW
11
Buckingham Strategic Wealth
Missouri
$353M +$41.9M +714,504 +13%
Ameriprise
12
Ameriprise
Minnesota
$342M +$152M +2,591,588 +80%
State Street
13
State Street
Massachusetts
$340M
MG
14
Mather Group
Illinois
$222M -$1.35M -22,940 -0.6%
BTI
15
Blue Trust Inc
Georgia
$219M -$15M -255,745 -6%
MWA
16
Midland Wealth Advisors
Illinois
$212M +$14.1M +240,275 +7%
MERSOM
17
Municipal Employees' Retirement System of Michigan
Michigan
$199M
UBS Group
18
UBS Group
Switzerland
$198M -$49.4M -842,818 -20%
STA
19
Summit Trail Advisors
New York
$185M +$88.8M +1,514,349 +92%
Wells Fargo
20
Wells Fargo
California
$153M +$9.76M +166,274 +7%
HFS
21
Heritage Financial Services
Massachusetts
$145M +$12.2M +208,744 +9%
FIB
22
First Interstate Bank
Montana
$135M +$5.1M +86,841 +4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$134M +$9.07M +154,526 +7%
G
24
GenTrust
Florida
$129M +$14.9M +254,474 +13%
Charles Schwab
25
Charles Schwab
California
$128M -$7.2M -122,779 -5%