We are live on ! Find out more
VGIT icon

Vanguard Intermediate-Term Treasury ETF
VGIT

406 hedge funds and large institutions have $6.55B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 161 increasing their positions, 107 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

50% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 107

25% more capital invested

Capital invested by funds: $5.22B → $6.55B (+$1.32B)

13% more funds holding in top 10

Funds holding in top 10: 30 → 34 (+4)

10% more funds holding

Funds holding: 369 → 406 (+37)

6.09% more ownership

Funds ownership: 62.99% → 69.08% (+6.1%)

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
6.25%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.52%
New
89
Increased
161
Reduced
107
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$998M
2
Jane Street
Jane Street
New York
+$78.6M
3
AWM
AE Wealth Management
Kansas
+$62.5M
4
LSAG
Lake Street Advisors Group
New Hampshire
+$56.5M
5
Creative Planning
Creative Planning
Kansas
+$50.8M

Top Sellers

1
JPG
Jordan Park Group
California
-$55.9M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$39.4M
3
Ameriprise
Ameriprise
Minnesota
-$33.9M
4
RWRC
R.W. Roge & Company
New York
-$31.1M
5
OWM
OneAscent Wealth Management
Alabama
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
351
Albion Financial Group
Utah
$53K +$3.48K +52 +7%
PIP
352
Peachtree Investment Partners
Florida
$53K +$53.7K +802 New
CCA
353
Column Capital Advisors
Indiana
$48K – – –
WT
354
Whittier Trust
California
$47K – – –
FCFS
355
First Command Financial Services
Texas
$47K +$47K +702 New
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$47K +$47.6K +710 New
SAM
357
Strategic Asset Management
Minnesota
$46K -$68.7K -1,025 -60%
IRC
358
Investors Research Corp
Georgia
$46K – – –
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$43K +$536 +8 +1%
AWM
360
AllSquare Wealth Management
New York
$40K – – –
CIAS
361
Capital Investment Advisory Services
North Carolina
$39K – – –
AA
362
Ancora Advisors
Ohio
$37K +$36.9K +550 New
BC
363
Barnett & Company
Tennessee
$35K +$33.4K +498 +1,779%
AWMS
364
Advocacy Wealth Management Services
Georgia
$34K – – –
APC
365
Aspire Private Capital
North Carolina
$33K – – –
SSB
366
Sandy Spring Bank
Maryland
$32K -$2.35K -35 -7%
PA
367
Parallel Advisors
California
$30K +$134 +2 +0.4%
SCA
368
Snowden Capital Advisors
New York
$29K +$30K +447 New
AIM
369
Anchor Investment Management
South Carolina
$28.5K +$28.8K +429 New
RFA
370
Reilly Financial Advisors
California
$27K – – –
TIM
371
Tortoise Investment Management
New York
$27K +$1.41K +21 +6%
EVM
372
Eaton Vance Management
Massachusetts
$25K +$25.6K +382 New
CMBA
373
C.M. Bidwell & Associates
Hawaii
$23K – – –
FWP
374
FAS Wealth Partners
Kansas
$21K +$201 +3 +1%
TCM
375
Tradewinds Capital Management
Washington
$20K +$19.9K +297 New
13 14
15
16 17

VGIT Hedge Fund Activity: Q4 2021 in Review

406 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2021, worth a combined $6.55B — up 25% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VGIT positions and 45 closed out — a net gain of 44 holders — while 161 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $998M. The largest seller was Jordan Park Group, cutting an estimated $55.9M.

  • 406 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $6.55B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 89 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2021 and 45 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $998M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2021 was Jordan Park Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.