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Vanguard Intermediate-Term Treasury ETF
VGIT

663 hedge funds and large institutions have $20.4B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 320 increasing their positions, 185 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 185

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

17% more capital invested

Capital invested by funds: $17.5B → $20.4B (+$2.92B)

10% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.02M

1% more funds holding

Funds holding: 659 → 663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 99 → 98 (-1)

2.49% less ownership

Funds ownership: 80.47% → 77.98% (-2.5%)

Holders
663
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
9.55%
Holding in Top 10
98
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.01%
% of All Funds
1.41%
New
90
Increased
320
Reduced
185
Closed
77
Calls
$1.12M
Puts
$1.02M
Net Calls
+$99K
Net Calls Change
+$1.61M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.1B
2
Bank of America
Bank of America
North Carolina
+$170M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$165M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
NL
NEPC LLC
Massachusetts
+$106M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$764M
2
MIS
Morningstar Investment Services
Illinois
-$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$78M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
326
Concord Asset Management (Virginia)
Virginia
$1.47M -$644K -10,973 -30%
CLG
327
Cooperman Leon G
$1.47M +$1.13M +19,304 +337%
AC
328
Apella Capital
Connecticut
$1.45M +$515K +8,785 +54%
SPIS
329
Steward Partners Investment Solutions
Oregon
$1.45M +$1.45M +24,777 New
RJT
330
Raymond James Trust
Florida
$1.42M +$105K +1,783 +8%
SC
331
Syon Capital
California
$1.41M -$1.41M -24,102 -50%
ATPW
332
Ashton Thomas Private Wealth
Arizona
$1.39M -$39.7K -676 -3%
AQR Capital Management
333
AQR Capital Management
Connecticut
$1.37M +$1.38M +23,450 New
WMG
334
WESCAP Management Group
California
$1.37M +$1.37M +23,424 New
CBC
335
Coombe, Bender & Co
New York
$1.33M +$7.57K +129 +0.6%
EH
336
Equitable Holdings
New York
$1.32M -$23.6M -401,941 -95%
BWM
337
Birchcreek Wealth Management
Ohio
$1.31M -$3.17K -54 -0.2%
NA
338
Nottingham Advisors
New York
$1.27M -$16.6M -283,667 -93%
PPWP
339
Proquility Private Wealth Partners
Nevada
$1.27M +$360K +6,143 +40%
VAM
340
Verity Asset Management
North Carolina
$1.26M +$36.7K +625 +3%
BAM
341
Belpointe Asset Management
Nevada
$1.26M +$1.27M +21,570 New
GWMIA
342
Global Wealth Management Investment Advisory
Florida
$1.26M -$41.8K -712 -3%
EAM
343
Evanson Asset Management
California
$1.25M +$5.87K +100 +0.5%
HWMT
344
Heritage Wealth Management (Texas)
Texas
$1.24M +$265K +4,511 +27%
GVAG
345
Great Valley Advisor Group
Delaware
$1.21M +$108K +1,844 +10%
CW
346
CreativeOne Wealth
Kansas
$1.2M -$200K -3,402 -14%
ESB
347
Essex Savings Bank
Connecticut
$1.19M – – –
DWM
348
Dakota Wealth Management
Florida
$1.19M -$80.5K -1,372 -6%
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$1.18M +$326K +5,558 +38%
AP
350
Americana Partners
Texas
$1.18M +$1.18M +20,071 New
12 13
14
15 16

VGIT Hedge Fund Activity: Q1 2024 in Review

663 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2024, worth a combined $20.4B — up 17% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 77 closed out — a net gain of 13 holders — while 320 added to existing stakes and 185 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.1B. The largest seller was Morgan Stanley, cutting an estimated $764M.

  • 663 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2024, up from 659 in Q4 2023.
  • Funds reported $20.4B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2024 and 77 closed out, a net change of +13 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $3.1B added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $764M sold.

Based on aggregated 13F filings for Q1 2024.