We are live on ! Find out more
VGIT icon

Vanguard Intermediate-Term Treasury ETF

509 hedge funds and large institutions have $9B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 209 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.11M

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

38% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 152

10% more funds holding in top 10

Funds holding in top 10: 5864 (+6)

3% more funds holding

Funds holding: 493509 (+16)

2.32% less ownership

Funds ownership: 70.35%68.03% (-2.3%)

23% less capital invested

Capital invested by funds: $11.7B → $9B (-$2.73B)

Holders
509
Holders Change
+16
Holders Change %
+3.25%
% of All Funds
8.11%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.02%
New
80
Increased
209
Reduced
152
Closed
51
Calls
$1.77M
Puts
$1.11M
Net Calls
+$660K
Net Calls Change
-$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Penserra Capital Management
California
$496K +$82.7K +1,397 +20%
CW
327
CreativeOne Wealth
Kansas
$495K +$489K +8,250 New
EWA
328
Evolution Wealth Advisors
Florida
$495K -$11.3K -191 -2%
WP
329
WealthShield Partners
North Carolina
$489K
PA
330
Parkside Advisors
California
$487K -$2.36M -39,827 -83%
TSA
331
Tri-Star Advisors
Texas
$475K +$470K +7,930 New
RWIA
332
Roger Wittlin Investment Advisory
California
$473K +$1.9K +32 +0.4%
DWT
333
Dorsey & Whitney Trust
South Dakota
$472K +$15.4K +260 +3%
LNWWM
334
Laird Norton Wetherby Wealth Management
California
$468K +$355 +6 +0.1%
LA
335
Latitude Advisors
Florida
$465K -$1.96K -33 -0.4%
TCOV
336
Trust Company of Vermont
Vermont
$465K -$134K -2,264 -23%
IAIM
337
International Assets Investment Management
Florida
$463K +$485K +8,181 New
EH
338
Equitable Holdings
New York
$462K +$129K +2,179 +39%
GG
339
GenWealth Group
New Jersey
$460K
WOSD
340
WFA of San Diego
California
$456K -$57.9K -978 -11%
HHRDM
341
H&H Retirement Design & Management
Nevada
$443K -$4.31M -72,706 -91%
SC
342
Sinecera Capital
Texas
$442K
GFG
343
Greystone Financial Group
Michigan
$440K -$13M -219,953 -97%
FFM
344
Flagstone Financial Management
Nebraska
$435K
SGI
345
Summit Global Investments
Utah
$433K
MAM
346
McLean Asset Management
Virginia
$426K +$9.89K +167 +2%
AIM
347
Acropolis Investment Management
Missouri
$426K
ZIC
348
ZWJ Investment Counsel
Georgia
$426K +$31.6K +534 +8%
EFG
349
Ethos Financial Group
Pennsylvania
$419K +$41.7K +704 +11%
NL
350
NWAM LLC
Washington
$419K

VGIT Hedge Fund Activity: Q1 2023 in Review

509 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2023, worth a combined $9B — down 23% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VGIT positions and 51 closed out — a net gain of 29 holders — while 209 added to existing stakes and 152 trimmed.

The largest buyer was UBS Group, adding an estimated $133M. The largest seller was JP Morgan Chase, cutting an estimated $1.31B.

  • 509 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2023, up from 493 in Q4 2022.
  • Funds reported $9B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2023, down 23% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2023 and 51 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2023 was UBS Group, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2023 was JP Morgan Chase, an estimated $1.31B sold.

Based on aggregated 13F filings for Q1 2023.