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Vanguard Intermediate-Term Treasury ETF

369 hedge funds and large institutions have $5.22B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

45% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 112

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

12% more capital invested

Capital invested by funds: $4.66B → $5.22B (+$563M)

3% more funds holding

Funds holding: 358369 (+11)

2.73% more ownership

Funds ownership: 60.25%62.99% (+2.7%)

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
6.46%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
41
Increased
162
Reduced
112
Closed
27
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
251
Lloyd Advisory Services
Georgia
$332K -$6.54K -96 -2%
CB
252
Community Bank
New York
$326K -$15.3K -225 -4%
CCA
253
Checchi Capital Advisers
California
$319K +$39.8K +584 +14%
DIM
254
Delta Investment Management
California
$313K -$131K -1,922 -29%
ODIJL
255
One Day In July LLC
Vermont
$312K +$50.2K +736 +19%
DC
256
Davenport & Co
Virginia
$311K +$314K +4,603 New
WS
257
Wedbush Securities
California
$305K -$13.5K -198 -4%
Citigroup
258
Citigroup
New York
$303K -$158K -2,316 -34%
FIA
259
Foundations Investment Advisors
Arizona
$303K -$76.4K -1,120 -20%
PFS
260
Prospera Financial Services
Texas
$295K +$43.2K +633 +17%
UIA
261
UBP Investment Advisors
Switzerland
$290K +$10.6K +155 +4%
ZIC
262
ZWJ Investment Counsel
Georgia
$285K +$3.75K +55 +1%
CSIA
263
Charles Schwab Investment Advisory
California
$283K +$27.3K +400 +11%
NWS
264
Newport Wealth Strategies
California
$282K -$216K -3,175 -43%
AW
265
Avion Wealth
Texas
$282K +$34K +499 +14%
FCA
266
FinTrust Capital Advisors
South Carolina
$278K -$49.8K -730 -15%
WTC
267
WhitTier Trust Company
Nevada
$278K
AIS
268
American Investment Services
Massachusetts
$278K +$750 +11 +0.3%
FWP
269
Falcon Wealth Planning
California
$269K +$22K +322 +9%
CPO
270
Cerity Partners OCIO
New York
$266K +$7.57K +111 +3%
BCM
271
Brookstone Capital Management
Illinois
$263K -$44.4K -651 -14%
SCM
272
SCS Capital Management
Massachusetts
$260K
CCM
273
Carlson Capital Management
Minnesota
$259K -$11.3M -165,541 -98%
SEP
274
Southland Equity Partners
Missouri
$259K +$261K +3,827 New
SC
275
SouthState Corp
Florida
$256K -$8.52K -125 -3%

VGIT Hedge Fund Activity: Q3 2021 in Review

369 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2021, worth a combined $5.22B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGIT positions and 27 closed out — a net gain of 14 holders — while 162 added to existing stakes and 112 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $130M. The largest seller was RiverFront Investment Group, cutting an estimated $33.5M.

  • 369 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2021, up from 358 in Q2 2021.
  • Funds reported $5.22B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2021 and 27 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2021 was Jordan Park Group, an estimated $130M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2021.