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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

508 hedge funds and large institutions have $8.99B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
8.13%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.02%
New
79
Increased
210
Reduced
151
Closed
51
Calls
$1.78M
Puts
$1.12M
Net Calls
+$660K
Net Calls Change
-$8.21M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$225M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$109M
3
Morgan Stanley
Morgan Stanley
New York
$302M
4
FG
Foster Group
Iowa
$133M
5
MAWA
Moss Adams Wealth Advisors
Washington
$60.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$931M
2
Bank of America
Bank of America
North Carolina
$120M
3
BTI
Blue Trust Inc
Georgia
$156M
4
MML Investors Services
MML Investors Services
Massachusetts
$10.5M
5
EW
Evoke Wealth
California
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCP
226
Mission Creek Capital Partners
California
$1.8M +$58.9K +983 +3%
Wealthfront Advisers
227
Wealthfront Advisers
California
$1.8M +$989K +16,500 +122%
SAM
228
Synergy Asset Management
Washington
$1.8M +$1.8M +29,975 New
TDWM
229
Topel & Distasi Wealth Management
California
$1.79M +$443K +7,388 +33%
G
230
GenTrust
Florida
$1.78M +$232K +3,877 +15%
RL
231
Retireful LLC
Michigan
$1.69M +$1.69M +28,118 New
CWM
232
Congress Wealth Management
Massachusetts
$1.68M -$296K -4,940 -15%
IA
233
IFG Advisory
Georgia
$1.66M +$347K +5,790 +27%
OFS
234
OneAscent Financial Services
Alabama
$1.62M +$216K +3,598 +15%
GWMIA
235
Global Wealth Management Investment Advisory
Florida
$1.62M -$243K -4,047 -13%
PAG
236
Private Advisor Group
New Jersey
$1.59M -$85.8K -1,431 -5%
CFGS
237
Concourse Financial Group Securities
Alabama
$1.57M -$4.92K -82 -0.3%
WH
238
Whitcomb & Hess
Ohio
$1.51M -$535K -8,919 -26%
CPA
239
Cardiff Park Advisors
California
$1.47M +$1.32K +22 +0.1%
WJA
240
Willis Johnson & Associates
Texas
$1.42M +$9.83K +164 +0.7%
AF
241
Advisornet Financial
Minnesota
$1.41M +$269K +4,491 +24%
CCA
242
Cobblestone Capital Advisors
New York
$1.39M -$20.3M -338,460 -94%
HNB
243
Huntington National Bank
Ohio
$1.39M -$1.3M – –
SP
244
SWS Partners
Ohio
$1.34M – – –
GL
245
Graypoint LLC
New York
$1.31M +$255K +4,255 +24%
CBC
246
Coombe, Bender & Co
New York
$1.27M +$3.54K +59 +0.3%
HFRG
247
Houlihan Financial Resource Group
Virginia
$1.27M +$12.8K +213 +1%
PWM
248
Palumbo Wealth Management
New York
$1.26M +$4.14K +69 +0.3%
TIM
249
Tortoise Investment Management
New York
$1.24M +$439K +7,318 +55%
TI
250
Tidal Investments
Wisconsin
$1.17M -$6.42M -107,081 -85%
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