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Vanguard Intermediate-Term Treasury ETF
VGIT

358 hedge funds and large institutions have $4.66B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 140 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

30% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.74M

17% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 120

15% more capital invested

Capital invested by funds: $4.07B → $4.66B (+$594M)

4.1% more ownership

Funds ownership: 56.16% → 60.25% (+4.1%)

3% more funds holding

Funds holding: 349 → 358 (+9)

28% less funds holding in top 10

Funds holding in top 10: 29 → 21 (-8)

Holders
358
Holders Change
+9
Holders Change %
+2.58%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.37%
New
44
Increased
140
Reduced
120
Closed
30
Calls
$2.27M
Puts
$1.74M
Net Calls
+$529K
Net Calls Change
+$980K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$429M
2
Creative Planning
Creative Planning
Kansas
+$83.6M
3
BSW
Buckingham Strategic Wealth
Missouri
+$48.1M
4
MG
Mather Group
Illinois
+$32.6M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$21.8M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$97.6M
2
AIC
Ameritas Investment Company
Nebraska
-$24.6M
3
UBS Group
UBS Group
Switzerland
-$22.6M
4
II
Inspire Investing
Idaho
-$16M
5
SWM
Sanctuary Wealth Management
Idaho
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
276
Personal Capital Advisors
California
$241K +$744 +11 +0.3%
THWM
277
Taylor Hoffman Wealth Management
Virginia
$241K +$240K +3,550 New
Fidelity Investments
278
Fidelity Investments
Massachusetts
$240K +$10.6K +157 +5%
EWA
279
Exencial Wealth Advisors
Oklahoma
$230K – – –
GWM
280
Gray Wealth Management
Maine
$228K -$9.61K -142 -4%
PWM
281
Perigon Wealth Management
California
$225K -$134K -1,981 -37%
MWM
282
Modera Wealth Management
New Jersey
$222K – – –
IFG
283
Independent Financial Group
California
$217K +$8.05K +119 +4%
BI
284
Berkeley Inc
Idaho
$214K +$214K +3,162 New
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$213K +$33.5K +495 +19%
Jones Financial Companies
286
Jones Financial Companies
Missouri
$211K – – –
GP
287
Greenline Partners
New York
$205K – – –
SWA
288
SFMG Wealth Advisors
Texas
$204K +$203K +3,005 New
RIA
289
Regal Investment Advisors
Michigan
$204K +$204K +3,007 New
CFB
290
Cullen/Frost Bankers
Texas
$204K +$204K +3,010 New
CSWG
291
Cardinal Strategic Wealth Guidance
Kentucky
$203K +$203K +2,998 New
PB
292
Pinnacle Bancorp
Nebraska
$198K +$175K +2,583 +755%
BCP
293
Blue Chip Partners
Michigan
$187K – – –
MM
294
Main Management
California
$183K – – –
LS
295
Leelyn Smith
Illinois
$145K – – –
AIP
296
Ameritas Investment Partners
Nebraska
$145K +$84.6K +1,250 +139%
FNBOSM
297
First National Bank of South Miami
Florida
$136K +$135K +2,002 New
ASN
298
Advisory Services Network
Georgia
$128K +$128K +1,884 New
SMA
299
Sage Mountain Advisors
Georgia
$122K – – –
RIM
300
Rockbridge Investment Management
New York
$120K +$68 +1 +0.1%
10 11
12
13 14

VGIT Hedge Fund Activity: Q2 2021 in Review

358 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2021, worth a combined $4.66B — up 15% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VGIT positions and 30 closed out — a net gain of 14 holders — while 140 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $429M. The largest seller was Choate Investment Advisors, cutting an estimated $97.6M.

  • 358 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2021, up from 349 in Q1 2021.
  • Funds reported $4.66B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 44 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2021 and 30 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2021 was Charles Schwab, an estimated $429M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2021 was Choate Investment Advisors, an estimated $97.6M sold.

Based on aggregated 13F filings for Q2 2021.