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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
JIR
251
James Investment Research
Ohio
$3.61M -$59.4K -1,028 -2%
FVWA
252
Foster Victor Wealth Advisors
South Carolina
$3.6M +$73.7K +1,274 +2%
WFS
253
Walker Financial Services
Kentucky
$3.6M +$631K +10,916 +21%
BSA
254
Bull Street Advisors
Georgia
$3.56M +$19.7K +340 +0.6%
NP
255
Nilsine Partners
Colorado
$3.54M +$179K +3,098 +5%
BWM
256
Buska Wealth Management
Wisconsin
$3.52M +$879K +15,203 +34%
NAS
257
Nicolet Advisory Services
Wisconsin
$3.52M -$8.38K -145 -0.2%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$3.49M -$268K -4,639 -7%
PFA
259
Pathway Financial Advisors
Vermont
$3.43M +$237K +4,091 +7%
HW
260
Hancock Whitney
Mississippi
$3.37M -$420K -7,266 -11%
LFASL
261
Lugano Financial Advisors SA (LFA)
Switzerland
$3.35M -$141K -2,432 -4%
RCM
262
RB Capital Management
Nevada
$3.35M -$1.91K -33 -0.1%
MBT
263
Montecito Bank & Trust
California
$3.35M +$637K +11,014 +24%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$3.3M +$125K +2,169 +4%
AFG
265
Altiora Financial Group
Ohio
$3.26M -$1.92M -33,176 -37%
TAS
266
TIFF Advisory Services
Pennsylvania
$3.24M +$3.22M +55,717 New
FIA
267
Foundations Investment Advisors
Arizona
$3.21M +$672K +11,621 +27%
HTI
268
Hikari Tsushin Inc
Japan
$3.2M +$3.18M +54,954 New
BHPW
269
Beverly Hills Private Wealth
California
$3.16M +$2.57M +44,432 +451%
Brown Advisory
270
Brown Advisory
Maryland
$3.14M +$309K +5,337 +11%
William Blair & Company
271
William Blair & Company
Illinois
$3.13M -$27.8K -481 -0.9%
Envestnet Portfolio Solutions
272
Envestnet Portfolio Solutions
Illinois
$3.13M -$357K -6,180 -10%
HWAM
273
Hennion & Walsh Asset Management
New Jersey
$3.06M +$229K +3,957 +8%
FAP
274
Financial Advisory Partners
Florida
$3.01M +$625K +10,808 +26%
SL
275
SFM LLC
New Hampshire
$2.86M -$188K -3,244 -6%

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.