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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
BI
326
Berkeley Inc
Idaho
$210K -$134 -2 -0.1%
AF
327
Advisornet Financial
Minnesota
$206K -$2.55K -38 -1%
LW
328
Linscomb Wealth
Texas
$206K +$208K +3,099 New
FFS
329
Founders Financial Securities
Maryland
$202K +$3.69K +55 +2%
APA
330
American Portfolios Advisors
New York
$201K +$128K +1,910 +171%
CFB
331
Cullen/Frost Bankers
Texas
$200K – – –
FNBOSM
332
First National Bank of South Miami
Florida
$189K +$43.1K +643 +29%
BHWM
333
Beaird Harris Wealth Management
Texas
$149K +$150K +2,235 New
SWM
334
Spire Wealth Management
Virginia
$148K +$53.9K +804 +56%
LS
335
Leelyn Smith
Illinois
$142K – – –
FPS
336
Fieldpoint Private Securities
Connecticut
$140K -$237K -3,530 -63%
AIP
337
Ameritas Investment Partners
Nebraska
$136K -$40.2K -600 -23%
SMA
338
Sage Mountain Advisors
Georgia
$120K – – –
MCC
339
Money Concepts Capital
Florida
$119K +$120K +1,793 New
RE
340
RBC Europe
United Kingdom
$114K +$45K +672 +65%
CPA
341
Cardiff Park Advisors
California
$103K +$103K +1,544 New
FWA
342
FSC Wealth Advisors
New York
$97K +$97.7K +1,458 New
GWM
343
Geneos Wealth Management
Colorado
$96K +$97.7K +1,458 New
WTC
344
WhitTier Trust Company
Nevada
$90K -$184K -2,750 -67%
WAS
345
Winch Advisory Services
Wisconsin
$84K +$737 +11 +0.9%
AIC
346
Archer Investment Corporation
Indiana
$80.2K -$21.1K -315 -21%
IFAM
347
Institutional & Family Asset Management
Colorado
$79K – – –
WB
348
Webster Bank
Connecticut
$76K -$3.02K -45 -4%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.7K – – –
GTAM
350
Global Trust Asset Management
Florida
$55K -$6.43K -96 -10%
12 13
14
15 16

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.