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Vanguard Intermediate-Term Treasury ETF
VGIT

358 hedge funds and large institutions have $4.66B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 140 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

30% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.74M

17% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 120

15% more capital invested

Capital invested by funds: $4.07B → $4.66B (+$594M)

4.1% more ownership

Funds ownership: 56.16% → 60.25% (+4.1%)

3% more funds holding

Funds holding: 349 → 358 (+9)

28% less funds holding in top 10

Funds holding in top 10: 29 → 21 (-8)

Holders
358
Holders Change
+9
Holders Change %
+2.58%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.37%
New
44
Increased
140
Reduced
120
Closed
30
Calls
$2.27M
Puts
$1.74M
Net Calls
+$529K
Net Calls Change
+$980K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$429M
2
Creative Planning
Creative Planning
Kansas
+$83.6M
3
BSW
Buckingham Strategic Wealth
Missouri
+$48.1M
4
MG
Mather Group
Illinois
+$32.6M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$21.8M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$97.6M
2
AIC
Ameritas Investment Company
Nebraska
-$24.6M
3
UBS Group
UBS Group
Switzerland
-$22.6M
4
II
Inspire Investing
Idaho
-$16M
5
SWM
Sanctuary Wealth Management
Idaho
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
351
IFP Advisors
Florida
$4K -$5.01K -74 -56%
FFA
352
Founders Financial Alliance
North Carolina
$4K -$1.42K -21 -26%
CHC
353
City Holding Co
West Virginia
$4K – – –
FWM
354
Focused Wealth Management
New York
$4K – – –
BW
355
Bison Wealth
Georgia
$3K -$3.38K -50 -56%
LFG
356
Larson Financial Group
Missouri
$2K – – –
FF
357
FourThought Financial
Florida
$1K -$3.25K -48 -70%
HCP
358
Hexagon Capital Partners
Arkansas
$1K +$135 +2 +20%
II
359
Inspire Investing
Idaho
– -$16M -237,636 Closed
SWM
360
Sanctuary Wealth Management
Idaho
– -$12.1M -179,637 Closed
MHS
361
M Holdings Securities
Oregon
– -$5.02M -74,634 Closed
Deutsche Bank
362
Deutsche Bank
Germany
– -$1.08M -16,124 Closed
OMC
363
Old Mission Capital
Illinois
– -$1.07M -15,903 Closed
DPI
364
Diversified Portfolios Inc
Michigan
– -$807K -12,000 Closed
Mariner
365
Mariner
Kansas
– -$673K -10,003 Closed
VWA
366
Visionary Wealth Advisors
Illinois
– -$601K -8,936 Closed
A
367
AdvicePeriod
California
– -$481K -7,160 Closed
VPIM
368
Vanguard Personalized Indexing Management
California
– -$425K -6,329 Closed
WCMN
369
Westchester Capital Management (Nebraska)
Nebraska
– -$336K -5,000 Closed
TSS
370
Two Sigma Securities
New York
– -$329K -4,888 Closed
BHTS
371
Bar Harbor Trust Services
Maine
– -$317K -4,710 Closed
HL
372
HeadInvest LLC
Maine
– -$294K -4,380 Closed
BRWM
373
B. Riley Wealth Management
Tennessee
– -$278K -4,135 Closed
Millennium Management
374
Millennium Management
New York
– -$262K -3,904 Closed
CA
375
Calton & Associates
Florida
– -$253K -3,765 Closed
12 13 14
15
16

VGIT Hedge Fund Activity: Q2 2021 in Review

358 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2021, worth a combined $4.66B — up 15% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VGIT positions and 30 closed out — a net gain of 14 holders — while 140 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $429M. The largest seller was Choate Investment Advisors, cutting an estimated $97.6M.

  • 358 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2021, up from 349 in Q1 2021.
  • Funds reported $4.66B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 44 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2021 and 30 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2021 was Charles Schwab, an estimated $429M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2021 was Choate Investment Advisors, an estimated $97.6M sold.

Based on aggregated 13F filings for Q2 2021.