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Vanguard Intermediate-Term Treasury ETF
VGIT

569 hedge funds and large institutions have $13B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 253 increasing their positions, 164 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 164

41% more capital invested

Capital invested by funds: $9.26B → $13B (+$3.76B)

30% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 66

26% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.05M

12% more funds holding in top 10

Funds holding in top 10: 69 → 77 (+8)

9.35% more ownership

Funds ownership: 67.15% → 76.5% (+9.3%)

3% more funds holding

Funds holding: 555 → 569 (+14)

Holders
569
Holders Change
+14
Holders Change %
+2.52%
% of All Funds
9.03%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.22%
New
86
Increased
253
Reduced
164
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.64B
2
SCM
SCS Capital Management
Massachusetts
+$494M
3
Morgan Stanley
Morgan Stanley
New York
+$460M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
5
JP Morgan Chase
JP Morgan Chase
New York
+$297M

Top Sellers

Rank Fund Capital Flow
1
LWM
LJI Wealth Management
Indiana
-$44.5M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$29.1M
3
OP
ORG Partners
Indiana
-$25.4M
4
RCM
Rain Capital Management
Oregon
-$21.3M
5
SFS
Strategic Financial Services
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBC
276
Coombe, Bender & Co
New York
$1.25M -$232 -4 -0%
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$1.25M -$6.78K -117 -0.5%
Northern Trust
278
Northern Trust
Illinois
$1.23M +$1.25M +21,486 New
BPA
279
Beacon Pointe Advisors
California
$1.23M +$254K +4,389 +26%
RA
280
RFG Advisory
Alabama
$1.21M +$155K +2,677 +14%
VAM
281
Verity Asset Management
North Carolina
$1.2M +$10K +173 +0.8%
KPWS
282
Kestra Private Wealth Services
Texas
$1.2M +$49.1K +847 +4%
HFRG
283
Houlihan Financial Resource Group
Virginia
$1.19M -$29.1M -501,363 -96%
SP
284
SWS Partners
Ohio
$1.19M -$85.5K -1,475 -7%
OFG
285
Orcam Financial Group
California
$1.19M +$217K +3,736 +22%
LWM
286
LJI Wealth Management
Indiana
$1.18M -$44.5M -768,284 -97%
ODIJL
287
One Day In July LLC
Vermont
$1.17M +$583K +10,054 +96%
MA
288
Mutual Advisors
Nebraska
$1.15M +$79.1K +1,364 +7%
BWM
289
Birchcreek Wealth Management
Ohio
$1.14M +$1.15M +19,868 New
AAP
290
Arax Advisory Partners
Colorado
$1.13M +$5.04K +87 +0.4%
TA
291
Tiedemann Advisors
New York
$1.13M +$362K +6,243 +46%
BAG
292
Briggs Advisory Group
Rhode Island
$1.08M +$242K +4,174 +28%
RJT
293
Raymond James Trust
Florida
$1.06M -$59K -1,017 -5%
PWM
294
Palumbo Wealth Management
New York
$1.06M -$120K -2,062 -10%
CFGS
295
Concourse Financial Group Securities
Alabama
$1.06M -$517K -8,918 -33%
CPA
296
Cardiff Park Advisors
California
$1.05M -$360K -6,207 -25%
CCA
297
Cobblestone Capital Advisors
New York
$1.04M -$1.47M -25,270 -58%
HCC
298
Hirtle Callaghan & Co
Pennsylvania
$1.03M +$1.04M +18,020 New
TIM
299
Tortoise Investment Management
New York
$998K -$157K -2,705 -13%
LC
300
LCNB Corp
Ohio
$993K – – –
10 11
12
13 14

VGIT Hedge Fund Activity: Q3 2023 in Review

569 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2023, worth a combined $13B — up 41% from $9.26B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VGIT positions and 66 closed out — a net gain of 20 holders — while 253 added to existing stakes and 164 trimmed.

The largest buyer was Bank of America, adding an estimated $1.64B. The largest seller was LJI Wealth Management, cutting an estimated $44.5M.

  • 569 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2023, up from 555 in Q2 2023.
  • Funds reported $13B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2023, up 41% quarter-over-quarter.
  • 86 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2023 and 66 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2023 was Bank of America, an estimated $1.64B added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2023 was LJI Wealth Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q3 2023.