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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

508 hedge funds and large institutions have $8.99B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
8.13%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.02%
New
79
Increased
210
Reduced
151
Closed
51
Calls
$1.78M
Puts
$1.12M
Net Calls
+$660K
Net Calls Change
-$8.21M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$108M
3
Morgan Stanley
Morgan Stanley
New York
+$91.4M
4
FG
Foster Group
Iowa
+$79.6M
5
MAWA
Moss Adams Wealth Advisors
Washington
+$60.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.33B
2
Bank of America
Bank of America
North Carolina
-$83.5M
3
BTI
Blue Trust Inc
Georgia
-$44.8M
4
MML Investors Services
MML Investors Services
Massachusetts
-$39M
5
EW
Evoke Wealth
California
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
351
McKinley Carter Wealth Services
West Virginia
$416K -$70.9K -1,183 -15%
HA
352
HC Advisors
Georgia
$414K +$414K +6,900 New
CPRC
353
Consolidated Portfolio Review Corp
New York
$412K +$412K +6,867 New
Millennium Management
354
Millennium Management
New York
$403K +$403K +6,727 New
PB
355
Pinnacle Bancorp
Nebraska
$399K +$85K +1,418 +27%
FNBOSM
356
First National Bank of South Miami
Florida
$396K +$22.7K +379 +6%
PJSIMP
357
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K +$393K +6,550 New
BOSSRA
358
B.O.S.S. Retirement Advisors
Utah
$393K +$20.9K +348 +6%
WIA
359
World Investment Advisors
California
$388K +$25.1K +419 +7%
CC
360
Cypress Capital
Tennessee
$386K – – –
GVAG
361
Great Valley Advisor Group
Delaware
$369K -$4.04M -67,389 -92%
PFG
362
Peterson Financial Group
Iowa
$369K -$83.9K -1,400 -19%
HAIM
363
Hunter Associates Investment Management
Pennsylvania
$365K +$365K +6,104 New
KOC
364
Koss-Olinger Consulting
Florida
$359K – – –
LA
365
Lane & Associates
New Jersey
$359K -$59.2K -987 -14%
CS
366
Comerica Securities
Michigan
$358K +$50.4K +840 +16%
CHA
367
Carmichael Hill & Associates
Maryland
$355K – – –
MGIA
368
Moneta Group Investment Advisors
Missouri
$350K +$350K +5,840 New
CIAS
369
CFS Investment Advisory Services
New Jersey
$347K +$131K +2,191 +61%
CLG
370
Cooperman Leon G
$343K -$480K -8,001 -58%
EWA
371
Exencial Wealth Advisors
Oklahoma
$331K – – –
BWM
372
Blossom Wealth Management
California
$330K -$2.04K -34 -0.6%
BCM
373
Brookstone Capital Management
Illinois
$316K +$316K +5,298 New
LG
374
LaFleur & Godfrey
Michigan
$315K – – –
AAS
375
Avantax Advisory Services
Texas
$313K +$48.5K +808 +18%
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15
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