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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
APCM
276
Alaska Permanent Capital Management
Alaska
$387K +$391K +5,833 New
SIS
277
Sound Income Strategies
Florida
$380K -$14.5K -216 -4%
IA
278
IFG Advisory
Georgia
$380K +$5.29K +79 +1%
AIP
279
Almanack Investment Partners
Pennsylvania
$375K +$378K +5,638 New
JCM
280
Jag Capital Management
Missouri
$374K -$64.3K -960 -15%
SPC
281
Sigma Planning Corp
Michigan
$368K +$10.2K +152 +3%
SFM
282
Signet Financial Management
New Jersey
$365K -$127K -1,891 -26%
MWM
283
Maripau Wealth Management
Indiana
$364K +$380K +5,676 New
FT
284
Fiduciary Trust
Massachusetts
$363K -$222K -3,311 -38%
MW
285
Milestone Wealth
New York
$358K +$361K +5,380 New
BC
286
Burney Company
Virginia
$350K -$811K -12,107 -70%
WSTAM
287
Wilbanks Smith & Thomas Asset Management
Virginia
$347K – – –
CSIA
288
Charles Schwab Investment Advisory
California
$345K +$66.9K +998 +24%
VVP
289
Venture Visionary Partners
Ohio
$342K -$144K -2,156 -28%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$340K -$33.7K -503 -9%
THWM
291
Taylor Hoffman Wealth Management
Virginia
$340K -$8.38K -125 -2%
CB
292
Community Bank
New York
$320K -$670 -10 -0.2%
AAS
293
Avantax Advisory Services
Texas
$318K -$17.2K -256 -5%
CAN
294
Claraphi Advisory Network
United States
$318K +$321K +4,790 New
PFS
295
Prospera Financial Services
Texas
$313K +$23.1K +345 +8%
MAA
296
Mraz Amerine & Associates
California
$309K +$311K +4,642 New
UIA
297
UBP Investment Advisors
Switzerland
$290K – – –
ODIJL
298
One Day In July LLC
Vermont
$288K -$18.4K -275 -6%
MOS
299
MGO One Seven
Ohio
$283K +$285K +4,257 New
AIS
300
American Investment Services
Massachusetts
$276K +$2.55K +38 +0.9%
10 11
12
13 14

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.