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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
GL
301
Graypoint LLC
New York
$2.25M +$348K +6,016 +18%
Northern Trust
302
Northern Trust
Illinois
$2.24M +$706K +12,216 +46%
CWP
303
Concord Wealth Partners
Virginia
$2.22M -$833K -14,406 -27%
EWA
304
EP Wealth Advisors
California
$2.21M +$2.04M +35,322 +1,356%
OFG
305
Orcam Financial Group
California
$2.2M +$498K +8,621 +30%
SSB
306
Sandy Spring Bank
Maryland
$2.18M
WCM
307
Wealthcare Capital Management
Virginia
$2.14M +$298K +5,151 +16%
CPA
308
Capital Performance Advisors
California
$2.12M +$251K +4,335 +13%
Financial Engines Advisors
309
Financial Engines Advisors
California
$2.12M -$729K -12,602 -26%
GSEP
310
Golden State Equity Partners
California
$2.12M +$2.1M +36,365 New
CWM
311
Congress Wealth Management
Massachusetts
$2.1M -$210K -3,629 -9%
CPRC
312
Consolidated Portfolio Review Corp
New York
$2.06M +$27.9K +482 +1%
DAS
313
Dynamic Advisor Solutions
Arizona
$2.03M +$454K +7,855 +29%
SRC
314
Shufro Rose & Co
New York
$2.01M +$230K +3,977 +13%
SPIA
315
Steward Partners Investment Advisory
New York
$2M +$50.8K +878 +3%
HCP
316
Hexagon Capital Partners
Arkansas
$2M -$61.7K -1,067 -3%
WH
317
Whitcomb & Hess
Ohio
$1.98M +$12.7K +219 +0.6%
IA
318
IFG Advisory
Georgia
$1.95M -$8.56K -148 -0.4%
LIM
319
Leavell Investment Management
Alabama
$1.95M +$1.4M +24,252 +265%
CWA
320
Cornerstone Wealth Advisors
Minnesota
$1.93M +$143K +2,465 +8%
BCI
321
Brinker Capital Investments
Pennsylvania
$1.92M -$21.6K -373 -1%
OPS
322
Orion Portfolio Solutions
Nebraska
$1.92M -$21.6K -373 -1%
HPG
323
Harvest Portfolios Group
Ontario, Canada
$1.92M +$30.7K +531 +2%
MA
324
Mutual Advisors
Nebraska
$1.89M +$35K +605 +2%
PWM
325
Palumbo Wealth Management
New York
$1.83M -$19.5K -338 -1%

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.