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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
$976M
2
PCA
Personal Capital Advisors
California
$647M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.2B
4
RWP
RWA Wealth Partners
Massachusetts
$363M
5
Bank of America
Bank of America
North Carolina
$198M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$2.13M
2
Jane Street
Jane Street
New York
$6.51M
3
TWM
Tanglewood Wealth Management
Texas
$4.77M
4
BTI
Blue Trust Inc
Georgia
$201M
5
Morgan Stanley
Morgan Stanley
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
326
Lane & Associates
New Jersey
$407K +$407K +6,967 New
MAM
327
McLean Asset Management
Virginia
$406K +$406K +6,935 New
MBT
328
Montecito Bank & Trust
California
$404K – – –
Fidelity Investments
329
Fidelity Investments
Massachusetts
$403K +$398K +6,807 +8,008%
BRWA
330
B. Riley Wealth Advisors
Florida
$402K +$25.1K +430 +7%
PCM
331
Penserra Capital Management
California
$402K -$100K -1,719 -20%
CWM
332
Centurion Wealth Management
Virginia
$397K +$397K +6,785 New
ZIC
333
ZWJ Investment Counsel
Georgia
$384K – – –
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$379K +$21.5K +368 +6%
CC
335
Cypress Capital
Tennessee
$376K – – –
FIA
336
Foundations Investment Advisors
Arizona
$373K +$106K +1,812 +40%
SC
337
Sinecera Capital
Texas
$369K -$9.86M -196,951 -96%
EFG
338
Ethos Financial Group
Pennsylvania
$367K +$367K +6,280 New
FNBOSM
339
First National Bank of South Miami
Florida
$365K +$108K +1,845 +42%
BOSSRA
340
B.O.S.S. Retirement Advisors
Utah
$363K +$363K +6,200 New
WIA
341
World Investment Advisors
California
$354K -$153K -2,611 -30%
FA
342
FC Advisory
Pennsylvania
$351K -$93.6K -1,600 -21%
Wealth Enhancement Advisory Services
343
Wealth Enhancement Advisory Services
Minnesota
$351K +$351K +5,883 New
FWM
344
Focused Wealth Management
New York
$351K -$268K -4,590 -43%
KOC
345
Koss-Olinger Consulting
Florida
$350K -$35.9K -615 -9%
CHA
346
Carmichael Hill & Associates
Maryland
$346K -$116K -1,991 -25%
DC
347
Davenport & Co
Virginia
$327K -$72.3K -1,238 -18%
BWM
348
Blossom Wealth Management
California
$324K +$324K +5,543 New
EH
349
Equitable Holdings
New York
$323K +$323K +5,521 New
EWA
350
Exencial Wealth Advisors
Oklahoma
$322K -$7.78K -133 -2%
12 13
14
15 16