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Vanguard Intermediate-Term Treasury ETF

710 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 363 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $725K

101% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 181

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $22.3B → $23.8B (+$1.56B)

5% more funds holding

Funds holding: 676710 (+34)

1.02% less ownership

Funds ownership: 73.96%72.94% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
710
Holders Change
+34
Holders Change %
+5.03%
% of All Funds
10.2%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.44%
New
90
Increased
363
Reduced
181
Closed
46
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
326
CreativeOne Wealth
Kansas
$2.04M +$1.21M +20,282 +150%
CCA
327
Cobblestone Capital Advisors
New York
$2.04M +$914K +15,320 +83%
CWA
328
Cornerstone Wealth Advisors
Minnesota
$2.02M +$15.4K +258 +0.8%
SRC
329
Shufro Rose & Co
New York
$2.01M
IA
330
IFG Advisory
Georgia
$2M -$30.3K -507 -2%
EWA
331
EP Wealth Advisors
California
$1.98M -$304K -5,101 -13%
PAS
332
Park Avenue Securities
New York
$1.94M +$71.4K +1,197 +4%
SFS
333
Strategic Financial Services
New York
$1.9M +$1.54M +25,811 +461%
WMG
334
WESCAP Management Group
California
$1.89M +$538K +9,017 +40%
KA
335
Kovack Advisors
Florida
$1.87M -$24.6K -412 -1%
FCI
336
Financial Counselors Inc
Kansas
$1.86M +$1.84M +30,823 New
MA
337
Mutual Advisors
Nebraska
$1.85M -$42K -703 -2%
Mercer Global Advisors
338
Mercer Global Advisors
Colorado
$1.85M +$569K +9,542 +45%
MFG
339
MidWestOne Financial Group
Iowa
$1.84M +$1.82M +30,476 New
AFG
340
Atomi Financial Group
New York
$1.82M -$670K -11,232 -27%
HNB
341
Huntington National Bank
Ohio
$1.79M
PWM
342
Palumbo Wealth Management
New York
$1.77M -$122K -2,051 -7%
BP
343
Ballentine Partners
Massachusetts
$1.77M -$1.08M -18,132 -38%
FA
344
Fagan Associates
New York
$1.77M -$44.2K -741 -2%
WAM
345
WNY Asset Management
New York
$1.75M +$676K +11,328 +64%
JSW
346
Journey Strategic Wealth
New Jersey
$1.71M +$1.69M +28,364 New
AF
347
Allworth Financial
California
$1.69M +$174K +2,914 +12%
SC
348
Syon Capital
California
$1.66M +$190K +3,187 +13%
PPWP
349
Proquility Private Wealth Partners
Nevada
$1.65M +$303K +5,072 +23%
JSA
350
Jacobson & Schmitt Advisors
Wisconsin
$1.64M +$3.88K +65 +0.2%

VGIT Hedge Fund Activity: Q3 2024 in Review

710 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2024, worth a combined $23.8B — up 7% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 46 closed out — a net gain of 44 holders — while 363 added to existing stakes and 181 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 710 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2024, up from 676 in Q2 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2024 and 46 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $418M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2024.