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Vanguard Intermediate-Term Treasury ETF
VGIT

358 hedge funds and large institutions have $4.66B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 140 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

30% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.74M

17% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 120

15% more capital invested

Capital invested by funds: $4.07B → $4.66B (+$594M)

4.1% more ownership

Funds ownership: 56.16% → 60.25% (+4.1%)

3% more funds holding

Funds holding: 349 → 358 (+9)

28% less funds holding in top 10

Funds holding in top 10: 29 → 21 (-8)

Holders
358
Holders Change
+9
Holders Change %
+2.58%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.37%
New
44
Increased
140
Reduced
120
Closed
30
Calls
$2.27M
Puts
$1.74M
Net Calls
+$529K
Net Calls Change
+$980K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$429M
2
Creative Planning
Creative Planning
Kansas
+$83.6M
3
BSW
Buckingham Strategic Wealth
Missouri
+$48.1M
4
MG
Mather Group
Illinois
+$32.6M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$21.8M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$97.6M
2
AIC
Ameritas Investment Company
Nebraska
-$24.6M
3
UBS Group
UBS Group
Switzerland
-$22.6M
4
II
Inspire Investing
Idaho
-$16M
5
SWM
Sanctuary Wealth Management
Idaho
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
226
Raymond James Trust
Florida
$416K -$112K -1,661 -21%
Comerica Bank
227
Comerica Bank
Texas
$414K -$24.2K -357 -6%
IWC
228
Integrated Wealth Concepts
Massachusetts
$412K +$48.1K +711 +13%
VFA
229
Valeo Financial Advisors
Indiana
$404K +$812 +12 +0.2%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$398K +$74.5K +1,101 +23%
IA
231
IFG Advisory
Georgia
$397K -$14.1K -209 -3%
FPS
232
Fieldpoint Private Securities
Connecticut
$383K – – –
FIA
233
Foundations Investment Advisors
Arizona
$382K +$380K +5,610 New
KOC
234
Koss-Olinger Consulting
Florida
$379K +$143K +2,107 +61%
TCBWMS
235
Texas Capital Bank Wealth Management Services
Texas
$376K -$12.5K -185 -3%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$376K – – –
CHA
237
Carmichael Hill & Associates
Maryland
$360K +$10.1K +149 +3%
WSTAM
238
Wilbanks Smith & Thomas Asset Management
Virginia
$356K – – –
CFGS
239
Concourse Financial Group Securities
Alabama
$349K +$26.3K +388 +8%
MSFS
240
Main Street Financial Solutions
Pennsylvania
$345K -$35.9K -531 -9%
CB
241
Community Bank
New York
$343K -$220K -3,245 -39%
OAM
242
Optimal Asset Management
California
$342K – – –
BAAM
243
Baker Avenue Asset Management
California
$341K – – –
SPC
244
Sigma Planning Corp
Michigan
$340K -$80.5K -1,190 -19%
LAS
245
Lloyd Advisory Services
Georgia
$340K +$51.9K +767 +18%
FEM
246
Fulcrum Equity Management
Texas
$335K -$196K -2,902 -37%
JWCA
247
J.W. Cole Advisors
Florida
$329K -$487K -7,191 -60%
FCA
248
FinTrust Capital Advisors
South Carolina
$328K +$5.01K +74 +2%
WS
249
Wedbush Securities
California
$319K -$50.8K -751 -14%
BCM
250
Brookstone Capital Management
Illinois
$309K +$308K +4,554 New
8 9
10
11 12

VGIT Hedge Fund Activity: Q2 2021 in Review

358 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2021, worth a combined $4.66B — up 15% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VGIT positions and 30 closed out — a net gain of 14 holders — while 140 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $429M. The largest seller was Choate Investment Advisors, cutting an estimated $97.6M.

  • 358 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2021, up from 349 in Q1 2021.
  • Funds reported $4.66B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 44 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2021 and 30 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2021 was Charles Schwab, an estimated $429M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2021 was Choate Investment Advisors, an estimated $97.6M sold.

Based on aggregated 13F filings for Q2 2021.