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Vanguard Intermediate-Term Treasury ETF
VGIT

369 hedge funds and large institutions have $5.22B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

45% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 112

43% more funds holding in top 10

Funds holding in top 10: 21 → 30 (+9)

12% more capital invested

Capital invested by funds: $4.66B → $5.22B (+$563M)

3% more funds holding

Funds holding: 358 → 369 (+11)

2.73% more ownership

Funds ownership: 60.25% → 62.99% (+2.7%)

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
6.46%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
41
Increased
162
Reduced
112
Closed
27
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
-$178K

Top Buyers

1
JPG
Jordan Park Group
California
+$130M
2
MG
Mather Group
Illinois
+$63.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.1M
4
Jane Street
Jane Street
New York
+$47.5M
5
AIC
Ameritas Investment Company
Nebraska
+$45M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$33.5M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$24.8M
3
CIA
Choate Investment Advisors
Massachusetts
-$24.1M
4
Morgan Stanley
Morgan Stanley
New York
-$14M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
351
Kelly Financial Services
Massachusetts
$7.36K +$7.43K +109 New
SBL
352
Sargent Bickham Lagudis
Colorado
$7K -$48.3K -709 -88%
TFA
353
Toth Financial Advisory
Virginia
$7K – – –
HWM
354
HighMark Wealth Management
Minnesota
$7K +$1.77K +26 +35%
CFA
355
Carroll Financial Associates
North Carolina
$6K – – –
FA
356
Faithward Advisors
Pennsylvania
$6K +$6.27K +92 New
BU
357
BBVA USA
Alabama
$5K – – –
RG
358
Retirement Group
California
$5K – – –
FWM
359
Focused Wealth Management
New York
$4K – – –
FFA
360
Founders Financial Alliance
North Carolina
$4K – – –
BW
361
Bison Wealth
Georgia
$3K – – –
CFD
362
Creative Financial Designs
Indiana
$2K +$1.57K +23 New
BC
363
Barnett & Company
Tennessee
$2K +$1.91K +28 New
HIM
364
HawsGoodwin Investment Management
Tennessee
$2K +$1.98K +29 New
SFC
365
SYM Financial Corp
Indiana
$2K +$1.98K +29 New
AWM
366
Avior Wealth Management
Nebraska
$2K +$2.59K +38 New
FF
367
FourThought Financial
Florida
$1K – – –
HCP
368
Hexagon Capital Partners
Arkansas
$1K – – –
BC
369
Burleson & Co
California
$1K +$682 +10 New
LSAG
370
Lake Street Advisors Group
New Hampshire
– -$5.09M -74,864 Closed
CCM
371
Coldstream Capital Management
Washington
– -$3.3M -48,696 Closed
Citadel Advisors
372
Citadel Advisors
Florida
– -$2.04M -30,020 Closed
GCA
373
Genesee Capital Advisors
New York
– -$1.49M -22,000 Closed
IA
374
IAM Advisory
Pennsylvania
– -$1.49M -22,000 Closed
HF
375
HRT Financial
New York
– -$1.02M -15,017 Closed
12 13 14
15
16

VGIT Hedge Fund Activity: Q3 2021 in Review

369 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2021, worth a combined $5.22B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGIT positions and 27 closed out — a net gain of 14 holders — while 162 added to existing stakes and 112 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $130M. The largest seller was RiverFront Investment Group, cutting an estimated $33.5M.

  • 369 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2021, up from 358 in Q2 2021.
  • Funds reported $5.22B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2021 and 27 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2021 was Jordan Park Group, an estimated $130M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2021.