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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

568 hedge funds and large institutions have $13B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 253 increasing their positions, 163 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+14
Holders Change %
+2.53%
% of All Funds
9.06%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.23%
New
86
Increased
253
Reduced
163
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.62B
2
SCM
SCS Capital Management
Massachusetts
+$487M
3
Morgan Stanley
Morgan Stanley
New York
+$454M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$344M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$293M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
-$43.9M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$28.5M
3
OP
ORG Partners
Indiana
-$25.1M
4
RCM
Rain Capital Management
Oregon
-$21M
5
SFS
Strategic Financial Services
New York
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
351
Corient Private Wealth
Florida
$540K -$109K -1,910 -17%
CA
352
Clearstead Advisors
Ohio
$521K +$258K +4,511 +98%
CPIG
353
Chicago Partners Investment Group
Illinois
$509K +$509K +8,994 New
FAT
354
First American Trust
California
$500K -$198K -3,464 -28%
BOSSRA
355
B.O.S.S. Retirement Advisors
Utah
$493K +$39.6K +693 +9%
JBA
356
Johnson Bixby & Associates
Washington
$480K +$30.7K +538 +7%
CIAS
357
CFS Investment Advisory Services
New Jersey
$479K +$157K +2,737 +49%
AWA
358
Arete Wealth Advisors
Illinois
$478K -$273K -4,777 -36%
SFS
359
Strategic Financial Services
New York
$475K -$19M -332,012 -98%
AssetMark Inc
360
AssetMark Inc
California
$474K -$7.49K -131 -2%
EWA
361
Evolution Wealth Advisors
Florida
$471K – – –
KWA
362
Kingswood Wealth Advisors
California
$470K +$470K +8,225 New
MPW
363
MGO Private Wealth
California
$467K +$116K +2,025 +33%
MMA
364
Miracle Mile Advisors
California
$466K -$1.16M -20,343 -71%
EFG
365
Ethos Financial Group
Pennsylvania
$463K +$64K +1,120 +16%
HPA
366
High Probability Advisors
New York
$462K +$462K +8,088 New
GM
367
GeoWealth Management
Illinois
$459K -$70.1K -1,228 -13%
FFM
368
Flagstone Financial Management
Nebraska
$459K +$44.6K +780 +11%
RWIA
369
Roger Wittlin Investment Advisory
California
$457K +$3.09K +54 +0.7%
TSA
370
Tri-Star Advisors
Texas
$453K – – –
RP
371
Riverwater Partners
Wisconsin
$452K +$452K +7,905 New
AAG
372
Armstrong Advisory Group
Massachusetts
$431K +$277K +4,851 +180%
FFN
373
Focus Financial Network
Minnesota
$429K -$49.5K -866 -10%
SC
374
Sinecera Capital
Texas
$421K – – –
S
375
SignatureFD
Georgia
$420K +$63K +1,102 +18%
13 14
15
16 17