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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

493 hedge funds and large institutions have $11.7B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 169 increasing their positions, 165 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
+55
Holders Change %
+12.56%
% of All Funds
7.95%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
0.94%
New
114
Increased
169
Reduced
165
Closed
52
Calls
$8.9M
Puts
$29K
Net Calls
+$8.87M
Net Calls Change
+$8.54M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$734M
2
PCA
Personal Capital Advisors
California
+$647M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$410M
4
RWP
RWA Wealth Partners
Massachusetts
+$356M
5
Bank of America
Bank of America
North Carolina
+$105M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$738M
2
Jane Street
Jane Street
New York
-$87.8M
3
TWM
Tanglewood Wealth Management
Texas
-$45.5M
4
BTI
Blue Trust Inc
Georgia
-$45M
5
Morgan Stanley
Morgan Stanley
New York
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
301
Raymond James Trust
Florida
$514K -$238K -4,079 -32%
CIA
302
Choate Investment Advisors
Massachusetts
$513K -$19.8M -338,475 -97%
WOSD
303
WFA of San Diego
California
$502K – – –
EWA
304
Evolution Wealth Advisors
Florida
$494K +$11.2K +191 +2%
PWMG
305
Provence Wealth Management Group
California
$492K +$492K +8,413 New
IA
306
IFG Advisors
Missouri
$481K -$20.7K -354 -4%
WP
307
WealthShield Partners
North Carolina
$477K -$8.07K -138 -2%
MCWS
308
McKinley Carter Wealth Services
West Virginia
$475K -$193K -3,297 -29%
BPA
309
Beacon Pointe Advisors
California
$463K -$190K -3,252 -29%
RWIA
310
Roger Wittlin Investment Advisory
California
$459K +$459K +7,857 New
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$456K +$1.93K +33 +0.4%
LA
312
Latitude Advisors
Florida
$456K -$31.1K -531 -6%
Corient Private Wealth
313
Corient Private Wealth
Florida
$452K +$452K +7,735 New
GG
314
GenWealth Group
New Jersey
$449K – – –
DWT
315
Dorsey & Whitney Trust
South Dakota
$445K +$96.4K +1,648 +28%
PFG
316
Peterson Financial Group
Iowa
$441K +$31.9K +546 +8%
CPG
317
Cornerstone Planning Group
New Jersey
$437K +$437K +7,261 New
JBA
318
Johnson Bixby & Associates
Washington
$425K +$425K +7,271 New
FFM
319
Flagstone Financial Management
Nebraska
$424K +$424K +7,249 New
SGI
320
Summit Global Investments
Utah
$423K +$59 +1 +0%
Comerica Bank
321
Comerica Bank
Texas
$421K -$12.7M -213,092 -97%
AIM
322
Acropolis Investment Management
Missouri
$415K – – –
Susquehanna International Group
323
Susquehanna International Group
Pennsylvania
$413K +$413K +7,056 New
Bank of New York Mellon
324
Bank of New York Mellon
New York
$411K +$80.4K +1,374 +24%
NL
325
NWAM LLC
Washington
$408K -$11.7K -200 -3%
11 12
13
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