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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
CIAS
276
CFS Investment Advisory Services
New Jersey
$2.84M +$31.8K +550 +1%
TCG
277
Transcendent Capital Group
Oklahoma
$2.83M +$64.7K +1,119 +2%
BP
278
Ballentine Partners
Massachusetts
$2.76M +$1.23M +21,269 +81%
CPG
279
Custom Portfolio Group
Colorado
$2.76M +$271K +4,693 +10%
SCM
280
Stonehearth Capital Management
Massachusetts
$2.74M -$5.29M -91,420 -66%
BFA
281
Bragg Financial Advisors
North Carolina
$2.72M +$307K +5,303 +13%
AAS
282
Avantax Advisory Services
Texas
$2.7M +$8.38K +145 +0.3%
UB
283
UMB Bank
Missouri
$2.65M
AG
284
AlTi Global
New York
$2.65M +$458K +7,926 +21%
WPC
285
Wedmont Private Capital
Pennsylvania
$2.62M -$37.8K -654 -1%
LWM
286
LJI Wealth Management
Indiana
$2.61M +$2.22M +38,412 +604%
PCIA
287
Prime Capital Investment Advisors
Kansas
$2.59M -$626K -10,830 -20%
HI
288
Human Investing
Oregon
$2.59M +$153K +2,642 +6%
CTWM
289
Cherry Tree Wealth Management
Minnesota
$2.53M -$28.4K -491 -1%
TPCW
290
TD Private Client Wealth
New York
$2.53M +$51.1K +884 +2%
PA
291
Pinnacle Associates
New York
$2.53M +$257K +4,453 +11%
HCC
292
Hirtle Callaghan & Co
Pennsylvania
$2.5M
HI
293
Harbour Investments
Wisconsin
$2.46M +$82.8K +1,433 +4%
PWMAG
294
Pinnacle Wealth Management Advisory Group
New Jersey
$2.45M +$257K +4,453 +12%
SWRP
295
Summit Wealth & Retirement Planning
California
$2.45M -$318K -5,503 -12%
OIA
296
OneDigital Investment Advisors
Kansas
$2.42M -$2.66M -45,987 -52%
AFG
297
Atomi Financial Group
New York
$2.41M -$3.97M -68,710 -62%
SFM
298
Signet Financial Management
New Jersey
$2.32M -$1.87M -32,371 -45%
MOS
299
MGO One Seven
Ohio
$2.3M +$2.28M +39,510 New
BFS
300
Burkett Financial Services
South Carolina
$2.25M +$507K +8,762 +29%

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.