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Vanguard Intermediate-Term Treasury ETF
VGIT

406 hedge funds and large institutions have $6.55B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 161 increasing their positions, 107 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

50% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 107

25% more capital invested

Capital invested by funds: $5.22B → $6.55B (+$1.32B)

13% more funds holding in top 10

Funds holding in top 10: 30 → 34 (+4)

10% more funds holding

Funds holding: 369 → 406 (+37)

6.09% more ownership

Funds ownership: 62.99% → 69.08% (+6.1%)

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
6.25%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.52%
New
89
Increased
161
Reduced
107
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$998M
2
Jane Street
Jane Street
New York
+$78.6M
3
AWM
AE Wealth Management
Kansas
+$62.5M
4
LSAG
Lake Street Advisors Group
New Hampshire
+$56.5M
5
Creative Planning
Creative Planning
Kansas
+$50.8M

Top Sellers

1
JPG
Jordan Park Group
California
-$55.9M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$39.4M
3
Ameriprise
Ameriprise
Minnesota
-$33.9M
4
RWRC
R.W. Roge & Company
New York
-$31.1M
5
OWM
OneAscent Wealth Management
Alabama
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
226
Johnson Bixby & Associates
Washington
$738K +$176K +2,622 +31%
IIM
227
Ironwood Investment Management
Massachusetts
$736K -$13.7K -205 -2%
RJT
228
Raymond James Trust
Florida
$734K +$328K +4,901 +80%
WP
229
WealthShield Partners
North Carolina
$722K +$160K +2,388 +28%
OPS
230
Orion Portfolio Solutions
Nebraska
$705K +$93.4K +1,393 +15%
MMA
231
Miracle Mile Advisors
California
$704K +$55.7K +831 +9%
TWC
232
TD Waterhouse Canada
Ontario, Canada
$703K +$580K +8,658 New
CCM
233
Coldstream Capital Management
Washington
$696K +$701K +10,467 New
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$681K +$113K +1,688 +20%
RWRC
235
R.W. Roge & Company
New York
$678K -$31.1M -463,624 -98%
NL
236
NWAM LLC
Washington
$676K – – –
GPA
237
Guidance Point Advisors
Massachusetts
$672K +$66.8K +996 +11%
KPWS
238
Kestra Private Wealth Services
Texas
$659K -$42K -627 -6%
GIA
239
Gladstone Institutional Advisory
Florida
$628K +$6.03K +90 +1%
AWM
240
Aries Wealth Management
Maine
$622K +$284K +4,234 +83%
FPF
241
First Pacific Financial
Washington
$620K -$89.5K -1,335 -13%
CFSG
242
Community Financial Services Group
Vermont
$609K – – –
VAS
243
Vestmark Advisory Solutions
Massachusetts
$602K -$4.96K -74 -0.8%
VCP
244
Vista Capital Partners
Oregon
$602K +$18.5K +276 +3%
WOSD
245
WFA of San Diego
California
$599K -$38.2K -570 -6%
MPW
246
MA Private Wealth
California
$594K +$39.6K +591 +7%
CPA
247
Capital Performance Advisors
California
$590K +$606K +9,042 New
FFG
248
Fullen Financial Group
Ohio
$585K +$3.22K +48 +0.5%
SAM
249
Secure Asset Management
Michigan
$578K +$107K +1,603 +23%
CAL
250
Capital Analysts LLC
Pennsylvania
$572K +$5.23K +78 +0.9%
8 9
10
11 12

VGIT Hedge Fund Activity: Q4 2021 in Review

406 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2021, worth a combined $6.55B — up 25% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VGIT positions and 45 closed out — a net gain of 44 holders — while 161 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $998M. The largest seller was Jordan Park Group, cutting an estimated $55.9M.

  • 406 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $6.55B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 89 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2021 and 45 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $998M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2021 was Jordan Park Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.