VGIT icon

Vanguard Intermediate-Term Treasury ETF

659 hedge funds and large institutions have $17.5B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 256 increasing their positions, 189 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+91
Holders Change %
+16.02%
% of All Funds
9.66%
Holding in Top 10
99
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.57%
% of All Funds
1.45%
New
163
Increased
256
Reduced
189
Closed
60
Calls
$1.74M
Puts
$3.26M
Net Calls
-$1.51M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
TDWM
351
Topel & Distasi Wealth Management
California
$969K -$572K -9,649 -37%
SAG
352
SageView Advisory Group
California
$963K -$384K -6,716 Closed
BFS
353
Burkett Financial Services
South Carolina
$960K +$960K +16,188 New
AC
354
Apella Capital
Connecticut
$960K -$641K -10,858 -40%
Millennium Management
355
Millennium Management
New York
$953K +$953K +16,063 New
HIGP
356
Hill Investment Group Partners
Missouri
$944K -$3.44M -57,917 -78%
CPA
357
Cardiff Park Advisors
California
$943K -$146K -2,458 -13%
PFP
358
Pinnacle Financial Partners
Tennessee
$931K +$753K +12,687 +423%
PPWP
359
Proquility Private Wealth Partners
Nevada
$920K +$920K +15,517 New
MFC
360
Mechanics Financial Corp
Ohio
$918K +$918K +15,478 New
AWM
361
Avaii Wealth Management
Wisconsin
$916K -$12K -202 -1%
EFG
362
Ethos Financial Group
Pennsylvania
$916K +$435K +7,339 +91%
LFA
363
Laraway Financial Advisors
Minnesota
$912K -$8.9K -150 -1%
Qube Research & Technologies (QRT)
364
Qube Research & Technologies (QRT)
United Kingdom
$912K
PNAA
365
Pictet North America Advisors
Switzerland
$896K +$896K +15,100 New
MWM
366
Merriman Wealth Management
Washington
$887K +$66.1K +1,114 +8%
MC
367
Middleton & Co
Massachusetts
$875K +$875K +14,750 New
Mercer Global Advisors
368
Mercer Global Advisors
Colorado
$867K +$133K +2,235 +18%
QWM
369
Quadcap Wealth Management
Texas
$865K +$865K +14,585 New
B
370
Bridgeworth
Alabama
$863K -$40.8K -687 -5%
C
371
Croban
Ohio
$859K +$859K +14,803 New
SP
372
SWS Partners
Ohio
$857K -$376K -6,339 -30%
AIM
373
Acropolis Investment Management
Missouri
$844K +$423K +7,135 +100%
HFRG
374
Houlihan Financial Resource Group
Virginia
$843K -$400K -6,750 -32%
CFGS
375
Concourse Financial Group Securities
Alabama
$835K -$262K -4,423 -24%