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Vanguard Intermediate-Term Treasury ETF

710 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 363 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $725K

101% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 181

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $22.3B → $23.8B (+$1.56B)

5% more funds holding

Funds holding: 676710 (+34)

1.02% less ownership

Funds ownership: 73.96%72.94% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
710
Holders Change
+34
Holders Change %
+5.03%
% of All Funds
10.2%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.44%
New
90
Increased
363
Reduced
181
Closed
46
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
251
Ranch Capital Advisors
Florida
$4.08M +$3.52M +58,984 +689%
LF
252
LifePlan Financial
Minnesota
$4.04M +$58.4K +978 +1%
PWC
253
PYA Waltman Capital
Tennessee
$4.02M +$193K +3,235 +5%
CA
254
CWC Advisors
Oregon
$4.01M +$3.96M +66,368 New
ALC
255
Alexander Labrunerie & Co
Missouri
$3.99M +$3.94M +65,961 New
AIM
256
Alhambra Investment Management
Florida
$3.94M -$3.78M -63,398 -49%
FAP
257
Financial Advisory Partners
Florida
$3.93M +$789K +13,219 +26%
NP
258
Nilsine Partners
Colorado
$3.9M +$232K +3,885 +6%
IF
259
IRON Financial
Illinois
$3.89M -$134K -2,249 -3%
Franklin Resources
260
Franklin Resources
California
$3.85M -$151K -2,538 -4%
LFASL
261
Lugano Financial Advisors SA (LFA)
Switzerland
$3.83M +$348K +5,839 +10%
SW
262
Simplicity Wealth
New Jersey
$3.8M -$379K -6,359 -9%
NAS
263
Nicolet Advisory Services
Wisconsin
$3.79M +$170K +2,851 +5%
Envestnet Portfolio Solutions
264
Envestnet Portfolio Solutions
Illinois
$3.78M +$524K +8,787 +16%
RCM
265
RB Capital Management
Nevada
$3.74M +$255K +4,276 +7%
JIR
266
James Investment Research
Ohio
$3.73M -$19.6K -328 -0.5%
PFA
267
Pathway Financial Advisors
Vermont
$3.67M +$116K +1,938 +3%
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$3.66M +$44K +737 +1%
DWT
269
Dorsey & Whitney Trust
South Dakota
$3.66M -$904K -15,151 -20%
HW
270
Hancock Whitney
Mississippi
$3.64M +$147K +2,471 +4%
KWA
271
Kingswood Wealth Advisors
California
$3.61M +$3.06M +51,334 +605%
FVWA
272
Foster Victor Wealth Advisors
South Carolina
$3.61M -$23.3K -390 -0.6%
BSA
273
Bull Street Advisors
Georgia
$3.58M -$116K -1,950 -3%
Brown Advisory
274
Brown Advisory
Maryland
$3.55M +$288K +4,829 +9%
AFG
275
Altiora Financial Group
Ohio
$3.38M +$2.98K +50 +0.1%

VGIT Hedge Fund Activity: Q3 2024 in Review

710 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2024, worth a combined $23.8B — up 7% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 46 closed out — a net gain of 44 holders — while 363 added to existing stakes and 181 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 710 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2024, up from 676 in Q2 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2024 and 46 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $418M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2024.