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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

568 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, 163 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+14
Holders Change %
+2.53%
% of All Funds
9.06%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.23%
New
86
Increased
253
Reduced
163
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.62B
2
SCM
SCS Capital Management
Massachusetts
+$487M
3
Morgan Stanley
Morgan Stanley
New York
+$454M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$344M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$293M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
-$43.9M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$28.5M
3
OP
ORG Partners
Indiana
-$25.1M
4
RCM
Rain Capital Management
Oregon
-$21M
5
SFS
Strategic Financial Services
New York
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
301
Security Financial Services
Indiana
$975K -$3.85M -67,309 -80%
GVAG
302
Great Valley Advisor Group
Delaware
$961K +$552K +9,659 +135%
FNWM
303
Financial Network Wealth Management
Utah
$959K -$96.4K -1,697 -9%
SWM
304
Silverlake Wealth Management
Vermont
$904K -$422K -7,381 -32%
AWM
305
Avaii Wealth Management
Wisconsin
$894K -$17.1K -300 -2%
LFA
306
Laraway Financial Advisors
Minnesota
$887K -$18.9K -331 -2%
BFO
307
Boston Family Office
Massachusetts
$886K – – –
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$878K +$878K +15,367 New
B
309
Bridgeworth
Alabama
$871K +$871K +15,236 New
ML
310
McAdam LLC
Pennsylvania
$867K +$304K +5,315 +54%
WCM
311
Wealthcare Capital Management
Virginia
$865K +$865K +15,134 New
NAS
312
Nicolet Advisory Services
Wisconsin
$848K -$1.04M -18,350 -55%
CA
313
Cetera Advisors
Colorado
$835K +$50.3K +880 +6%
CCFM
314
Clear Creek Financial Management
Washington
$830K -$59.2K -1,036 -7%
CPA
315
Capital Performance Advisors
California
$802K +$154K +2,692 +24%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$801K +$715K +12,508 +832%
GS
317
GTS Securities
New York
$797K +$242K +4,236 +44%
MWM
318
Merriman Wealth Management
Washington
$791K -$423K -7,400 -35%
US Bancorp
319
US Bancorp
Minnesota
$791K +$142K +2,481 +22%
AC
320
AWM Capital
Arizona
$760K +$760K +13,299 New
FT
321
Fiduciary Trust
Massachusetts
$755K +$323K +5,645 +75%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$754K -$9.26K -162 -1%
Citadel Advisors
323
Citadel Advisors
Florida
$741K +$716K +12,535 +2,855%
DWT
324
Dorsey & Whitney Trust
South Dakota
$730K +$236K +4,130 +48%
MCCP
325
Mission Creek Capital Partners
California
$714K -$7.37K -129 -1%
11 12
13
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