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Vanguard Intermediate-Term Treasury ETF

815 hedge funds and large institutions have $25B invested in Vanguard Intermediate-Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 406 increasing their positions, 228 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 228

30% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $24B → $25B (+$1.02B)

0% less funds holding

Funds holding: 818815 (-3)

0.41% less ownership

Funds ownership: 71.84%71.43% (-0.41%)

4% less funds holding in top 10

Funds holding in top 10: 121116 (-5)

26% less call options, than puts

Call options by funds: $240K | Put options by funds: $324K

Holders
815
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
10.7%
Holding in Top 10
116
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.13%
% of All Funds
1.52%
New
73
Increased
406
Reduced
228
Closed
56
Calls
$240K
Puts
$324K
Net Calls
-$84K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.31B -$148M -2,485,316 -3%
Bank of America
2
Bank of America
North Carolina
$2.99B +$218M +3,650,650 +8%
ERSOT
3
Employees Retirement System of Texas
Texas
$1.43B
Empower Advisory Group
4
Empower Advisory Group
Colorado
$1.23B +$80.7M +1,352,114 +7%
Morgan Stanley
5
Morgan Stanley
New York
$1.19B +$42.9M +718,990 +4%
Creative Planning
6
Creative Planning
Kansas
$988M +$83.7M +1,401,442 +9%
SCM
7
SCS Capital Management
Massachusetts
$896M +$261M +4,374,014 +41%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$569M +$60.4M +1,011,898 +12%
Ameriprise
9
Ameriprise
Minnesota
$464M +$11.6M +193,521 +3%
BTI
10
Blue Trust Inc
Georgia
$423M +$32.6M +546,515 +8%
NL
11
NEPC LLC
Massachusetts
$389M +$7.03M +117,795 +2%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$386M +$56.6M +947,798 +17%
MPW
13
MASECO Private Wealth
$352M +$35.4M +592,167 +11%
CA
14
Cambridge Associates
Massachusetts
$330M +$104M +1,737,909 +46%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$320M -$43.2M -723,981 -12%
State Street
16
State Street
Massachusetts
$297M +$29.9M +500,000 +11%
HFS
17
Heritage Financial Services
Massachusetts
$265M +$11M +184,042 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$230M +$2.47M +41,339 +1%
Cerity Partners
19
Cerity Partners
New York
$229M -$623K -10,429 -0.3%
Fisher Asset Management
20
Fisher Asset Management
Washington
$206M -$41.6M -696,675 -17%
Corient Private Wealth
21
Corient Private Wealth
Florida
$181M +$12.3M +206,642 +7%
VA
22
Valmark Advisers
Ohio
$181M +$7.45M +124,742 +4%
UBS Group
23
UBS Group
Switzerland
$179M +$6.09M +101,997 +4%
Raymond James Financial
24
Raymond James Financial
Florida
$173M +$28.3M +473,297 +20%
HighTower Advisors
25
HighTower Advisors
Illinois
$165M +$10.1M +168,378 +7%