We are live on ! Find out more
VGIT icon

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
Fisher Asset Management
251
Fisher Asset Management
Washington
$558K +$563K +8,402 New
SW
252
SkyOak Wealth
Michigan
$550K -$13.3K -198 -2%
PFG
253
Peterson Financial Group
Iowa
$537K +$541K +8,078 New
SWP
254
Stratos Wealth Partners
Ohio
$536K +$3.55K +53 +0.7%
TDWM
255
Topel & Distasi Wealth Management
California
$533K +$538K +8,024 New
GG
256
GenWealth Group
New Jersey
$524K – – –
TSA
257
Tri-Star Advisors
Texas
$521K – – –
RIM
258
Rockbridge Investment Management
New York
$517K +$402K +6,005 +339%
PAS
259
Park Avenue Securities
New York
$495K +$43K +642 +9%
CHA
260
Carmichael Hill & Associates
Maryland
$489K +$156K +2,328 +46%
CA
261
CoreCap Advisors
Michigan
$477K +$481K +7,174 New
AP
262
Advisors Preferred
Maryland
$458K +$464K +6,927 New
DC
263
Davenport & Co
Virginia
$447K +$143K +2,128 +46%
FG
264
Foster Group
Iowa
$443K +$59K +881 +15%
CWS
265
Confluence Wealth Services
Pennsylvania
$432K +$436K +6,500 New
ZIC
266
ZWJ Investment Counsel
Georgia
$423K +$144K +2,153 +51%
BAG
267
Briggs Advisory Group
Rhode Island
$421K +$424K +6,327 New
KOC
268
Koss-Olinger Consulting
Florida
$413K +$15.8K +236 +4%
TC
269
TownSquare Capital
Utah
$404K +$407K +6,073 New
JTWM
270
Jackson Thornton Wealth Management
Alabama
$402K +$405K +6,050 New
William Blair & Company
271
William Blair & Company
Illinois
$400K +$1.41K +21 +0.3%
MSFS
272
Main Street Financial Solutions
Pennsylvania
$399K -$7.77K -116 -2%
CFA
273
Camarda Financial Advisors
Florida
$396K +$400K +5,964 New
OFG
274
Orcam Financial Group
California
$392K +$395K +5,900 New
AR
275
Apeiron RIA
Texas
$391K +$394K +5,883 New
9 10
11
12 13

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.