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Vanguard Intermediate-Term Treasury ETF

676 hedge funds and large institutions have $22.3B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 340 increasing their positions, 177 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 177

76% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $833K

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

9% more capital invested

Capital invested by funds: $20.4B → $22.3B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 98103 (+5)

2% more funds holding

Funds holding: 663676 (+13)

4.02% less ownership

Funds ownership: 77.98%73.96% (-4%)

Holders
676
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.76%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.49%
New
75
Increased
340
Reduced
177
Closed
53
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
RW
226
REDW Wealth
New Mexico
$4.83M +$45.3K +784 +1%
FA
227
Fermata Advisors
California
$4.77M -$698K -12,065 -13%
MWM
228
Marion Wealth Management
Pennsylvania
$4.76M +$145K +2,508 +3%
Jane Street
229
Jane Street
New York
$4.73M +$4.46M +77,180 +1,889%
SW
230
SMART Wealth
Nebraska
$4.67M +$302K +5,220 +7%
O3W
231
Omni 360 Wealth
New Jersey
$4.58M +$1M +17,310 +28%
CCA
232
Checchi Capital Advisers
California
$4.55M -$923K -15,958 -17%
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$4.51M +$35K +606 +0.8%
SA
234
Sanctuary Advisors
Indiana
$4.51M +$4.56M +78,839 New
SGAM
235
Stephens Group Asset Management
Arkansas
$4.51M +$4M +69,120 +832%
KAM
236
Kraft Asset Management
Tennessee
$4.43M -$519K -8,975 -11%
DWT
237
Dorsey & Whitney Trust
South Dakota
$4.41M +$58K +1,004 +1%
DWM
238
Diversify Wealth Management
Utah
$4.35M +$4.18M +72,297 New
BFEC
239
Benjamin F. Edwards & Company
Missouri
$4.22M +$247K +4,269 +6%
TLFA
240
True Link Financial Advisors
California
$4.16M
AI
241
Auour Investments
Massachusetts
$4.06M +$53.4K +923 +1%
SW
242
Simplicity Wealth
New Jersey
$4.03M -$1.04M -17,918 -21%
Franklin Resources
243
Franklin Resources
California
$3.93M -$19.3K -333 -0.5%
PS
244
Principal Securities
Iowa
$3.9M -$6.45M -111,569 -62%
IF
245
IRON Financial
Illinois
$3.88M -$87.2K -1,509 -2%
MIM
246
Morningstar Investment Management
Illinois
$3.86M +$299K +5,175 +8%
LF
247
LifePlan Financial
Minnesota
$3.84M +$325K +5,619 +9%
DI
248
DDFG Inc
California
$3.73M +$176K +3,047 +5%
PWC
249
PYA Waltman Capital
Tennessee
$3.68M -$179K -3,093 -5%
CCM
250
Coldstream Capital Management
Washington
$3.66M +$3.16M +54,599 +658%

VGIT Hedge Fund Activity: Q2 2024 in Review

676 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2024, worth a combined $22.3B — up 9.1% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VGIT positions and 53 closed out — a net gain of 22 holders — while 340 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 676 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2024, up from 663 in Q1 2024.
  • Funds reported $22.3B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 75 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2024 and 53 closed out, a net change of +22 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2024 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2024.