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Vanguard Intermediate-Term Treasury ETF

418 hedge funds and large institutions have $6.46B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

15% more capital invested

Capital invested by funds: $5.63B → $6.46B (+$830M)

5.03% more ownership

Funds ownership: 64.43%69.46% (+5%)

2% more funds holding

Funds holding: 408418 (+10)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

Holders
418
Holders Change
+10
Holders Change %
+2.45%
% of All Funds
7.04%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
0.83%
New
60
Increased
153
Reduced
156
Closed
42
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Mascoma Wealth Management
New Hampshire
$300K +$227K +3,708 +312%
SIS
302
Sound Income Strategies
Florida
$299K -$43.4K -709 -13%
RW
303
REDW Wealth
New Mexico
$299K +$300K +4,894 New
AssetMark Inc
304
AssetMark Inc
California
$297K +$297K +4,854 New
LNC
305
Lincoln National Corp
Pennsylvania
$293K -$570K -9,301 -66%
MWM
306
Maripau Wealth Management
Indiana
$292K -$11.4K -186 -4%
MW
307
Milestone Wealth
New York
$279K -$50.5K -825 -15%
FNBOSM
308
First National Bank of South Miami
Florida
$276K +$102K +1,672 +59%
UIA
309
UBP Investment Advisors
Switzerland
$270K
IFG
310
Independent Financial Group
California
$266K -$18.5K -302 -6%
1IA
311
1834 Investment Advisors
Wisconsin
$264K +$253K +4,136 +2,324%
MWM
312
Meridian Wealth Management
Kentucky
$260K +$260K +4,245 New
GPA
313
Guidance Point Advisors
Massachusetts
$258K -$43.8K -716 -14%
Bank of New York Mellon
314
Bank of New York Mellon
New York
$254K +$48.5K +792 +24%
CFD
315
Creative Financial Designs
Indiana
$251K +$184K +3,001 +272%
FWP
316
Falcon Wealth Planning
California
$243K
PD
317
Planning Directions
Pennsylvania
$240K -$2.16M -35,212 -90%
CAL
318
Capital Analysts LLC
Pennsylvania
$235K -$292K -4,775 -55%
SWP
319
Stratos Wealth Partners
Ohio
$229K -$219K -3,577 -49%
MA
320
Mutual Advisors
Nebraska
$229K +$229K +3,748 New
VVP
321
Venture Visionary Partners
Ohio
$227K -$20.8K -340 -8%
CM
322
Columbus Macro
Pennsylvania
$227K
BWM
323
BT Wealth Management
Georgia
$220K +$220K +3,600 New
SC
324
Schoolcraft Capital
Colorado
$219K +$219K +3,581 New
BFG
325
Barber Financial Group
Kansas
$216K +$216K +3,527 New

VGIT Hedge Fund Activity: Q2 2022 in Review

418 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2022, worth a combined $6.46B — up 15% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VGIT positions and 42 closed out — a net gain of 18 holders — while 153 added to existing stakes and 156 trimmed.

The largest buyer was Charles Schwab, adding an estimated $324M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $235M.

  • 418 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2022, up from 408 in Q1 2022.
  • Funds reported $6.46B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 60 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2022 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2022 was Charles Schwab, an estimated $324M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2022.