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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
SEI Investments
301
SEI Investments
Pennsylvania
$271K +$274K +4,095 New
FWP
302
Falcon Wealth Planning
California
$264K – – –
CPO
303
Cerity Partners OCIO
New York
$263K +$670 +10 +0.3%
ACM
304
AlphaStar Capital Management
North Carolina
$250K -$268 -4 -0.1%
BHB
305
Bank Hapoalim BM
Israel
$249K – – –
Jones Financial Companies
306
Jones Financial Companies
Missouri
$248K +$41.2K +615 +20%
SC
307
SouthState Corp
Florida
$247K -$5.03K -75 -2%
Citigroup
308
Citigroup
New York
$244K -$54.2K -809 -18%
CM
309
Columbus Macro
Pennsylvania
$240K +$1.88K +28 +0.8%
RIA
310
Regal Investment Advisors
Michigan
$239K +$19K +283 +9%
AW
311
Avion Wealth
Texas
$237K -$40.6K -606 -15%
PWM
312
Perigon Wealth Management
California
$232K +$11.5K +172 +5%
DIM
313
Delta Investment Management
California
$229K -$80K -1,194 -26%
Baird Financial Group
314
Baird Financial Group
Wisconsin
$227K -$161K -2,404 -41%
CW
315
CreativeOne Wealth
Kansas
$227K +$27K +403 +13%
AC
316
ASB Consultores
Florida
$227K +$229K +3,418 New
EWA
317
Exencial Wealth Advisors
Oklahoma
$225K +$227K +3,385 New
SFA
318
Seneca Financial Advisors
New York
$225K +$227K +3,384 New
FCA
319
FinTrust Capital Advisors
South Carolina
$223K -$51.1K -762 -19%
BCM
320
Brookstone Capital Management
Illinois
$223K -$33.9K -506 -13%
Bank of New York Mellon
321
Bank of New York Mellon
New York
$221K +$223K +3,320 New
Fidelity Investments
322
Fidelity Investments
Massachusetts
$219K -$17.5K -261 -7%
IFS
323
Intelligent Financial Strategies
Minnesota
$219K +$221K +3,294 New
MWM
324
Modera Wealth Management
New Jersey
$218K – – –
PB
325
Pinnacle Bancorp
Nebraska
$212K +$7.64K +114 +4%
11 12
13
14 15

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.