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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

493 hedge funds and large institutions have $11.7B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 169 increasing their positions, 165 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
+55
Holders Change %
+12.56%
% of All Funds
7.95%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
0.94%
New
114
Increased
169
Reduced
165
Closed
52
Calls
$8.9M
Puts
$29K
Net Calls
+$8.87M
Net Calls Change
+$8.54M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$734M
2
PCA
Personal Capital Advisors
California
+$647M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$410M
4
RWP
RWA Wealth Partners
Massachusetts
+$356M
5
Bank of America
Bank of America
North Carolina
+$105M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$738M
2
Jane Street
Jane Street
New York
-$87.8M
3
TWM
Tanglewood Wealth Management
Texas
-$45.5M
4
BTI
Blue Trust Inc
Georgia
-$45M
5
Morgan Stanley
Morgan Stanley
New York
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
251
Laraway Financial Advisors
Minnesota
$1.02M – – –
MWM
252
Merriman Wealth Management
Washington
$1.02M +$6.08K +104 +0.6%
LFA
253
Lauterbach Financial Advisors
Texas
$1.01M -$36K -615 -3%
LC
254
LCNB Corp
Ohio
$993K – – –
DAS
255
Dynamic Advisor Solutions
Arizona
$968K +$968K +16,560 New
GC
256
Gilbert & Cook
Iowa
$955K -$33.6K -575 -3%
BAG
257
Briggs Advisory Group
Rhode Island
$919K +$88.9K +1,521 +11%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$908K +$61.2K +1,047 +7%
OFG
259
Orcam Financial Group
California
$906K – – –
SFA
260
Source Financial Advisors
New York
$904K -$8.83K -151 -1%
GM
261
GeoWealth Management
Illinois
$904K -$8.83K -151 -1%
LWM
262
LJI Wealth Management
Indiana
$902K +$902K +15,422 New
QA
263
Quantitative Advantage
Minnesota
$889K -$66.4K -1,136 -7%
BFO
264
Boston Family Office
Massachusetts
$886K +$284K +4,854 +47%
PAG
265
Private Advisor Group
New Jersey
$882K -$350K -11,105 -28%
CWA
266
Clearview Wealth Advisors
Oregon
$880K +$880K +15,046 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$862K +$170K +2,911 +25%
Federated Hermes
268
Federated Hermes
Pennsylvania
$848K +$848K +14,500 New
IIM
269
InTrack Investment Management
Vermont
$827K +$93.6K +1,600 +13%
CLG
270
Cooperman Leon G
$803K – – –
FCB
271
First County Bank
Connecticut
$794K +$794K +13,576 New
Wealthfront Advisers
272
Wealthfront Advisers
California
$789K +$360K +6,163 +84%
TIM
273
Tortoise Investment Management
New York
$784K -$451K -7,715 -37%
SQA
274
Simon Quick Advisors
New Jersey
$767K +$58 +1 +0%
RA
275
RFG Advisory
Alabama
$748K +$245K +4,120 +49%
9 10
11
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