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Vanguard Intermediate-Term Treasury ETF
VGIT

663 hedge funds and large institutions have $20.4B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 320 increasing their positions, 185 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 185

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

17% more capital invested

Capital invested by funds: $17.5B → $20.4B (+$2.92B)

10% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.02M

1% more funds holding

Funds holding: 659 → 663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 99 → 98 (-1)

2.49% less ownership

Funds ownership: 80.47% → 77.98% (-2.5%)

Holders
663
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
9.55%
Holding in Top 10
98
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.01%
% of All Funds
1.41%
New
90
Increased
320
Reduced
185
Closed
77
Calls
$1.12M
Puts
$1.02M
Net Calls
+$99K
Net Calls Change
+$1.61M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.1B
2
Bank of America
Bank of America
North Carolina
+$170M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$165M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
NL
NEPC LLC
Massachusetts
+$106M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$764M
2
MIS
Morningstar Investment Services
Illinois
-$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$78M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
351
Arax Advisory Partners
Colorado
$1.16M +$50.9K +867 +5%
US Bancorp
352
US Bancorp
Minnesota
$1.14M +$322K +5,492 +39%
LC
353
LCNB Corp
Ohio
$1.12M +$64.5K +1,100 +6%
PA
354
Parkside Advisors
California
$1.1M +$2.23K +38 +0.2%
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$1.09M +$1.09M +18,580 New
CCA
356
Cobblestone Capital Advisors
New York
$1.08M -$891K -15,180 -45%
MFC
357
Mechanics Financial Corp
Ohio
$1.07M +$169K +2,874 +19%
FI
358
FWG Investments
Kentucky
$1.06M -$645 -11 -0.1%
TDWM
359
Topel & Distasi Wealth Management
California
$1.06M +$101K +1,728 +11%
PBF
360
Petix & Botte Financial
California
$1.06M +$1.06M +18,064 New
FWM
361
Forza Wealth Management
Florida
$1.05M – – –
BSSFA
362
Baron Silver Stevens Financial Advisors
Florida
$1.03M +$341K +5,810 +49%
TIM
363
Tortoise Investment Management
New York
$1.02M -$88.2K -1,504 -8%
SL
364
Sentinus LLC
Illinois
$1.01M +$1.01M +17,233 New
TC
365
TownSquare Capital
Utah
$999K -$5.11M -87,156 -84%
ERSOT
366
Employees Retirement System of Texas
Texas
$995K – – –
MWM
367
Merriman Wealth Management
Washington
$991K +$116K +1,975 +13%
DWM
368
Dopkins Wealth Management
New York
$987K +$989K +16,857 New
RSWM
369
Robertson Stephens Wealth Management
California
$979K -$1.58M -26,909 -62%
AWM
370
Avaii Wealth Management
Wisconsin
$962K +$57.8K +986 +6%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$961K +$200K +3,407 +26%
PB
372
Pinnacle Bancorp
Nebraska
$946K +$136K +2,311 +17%
BBA
373
Braun-Bostich & Associates
Pennsylvania
$942K +$131K +2,237 +16%
Luther King Capital Management (LKCM)
374
Luther King Capital Management (LKCM)
Texas
$941K – – –
PFPT
375
Pinnacle Financial Partners (Tennessee)
Tennessee
$937K +$18.2K +311 +2%
13 14
15
16 17

VGIT Hedge Fund Activity: Q1 2024 in Review

663 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2024, worth a combined $20.4B — up 17% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 77 closed out — a net gain of 13 holders — while 320 added to existing stakes and 185 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.1B. The largest seller was Morgan Stanley, cutting an estimated $764M.

  • 663 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2024, up from 659 in Q4 2023.
  • Funds reported $20.4B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2024 and 77 closed out, a net change of +13 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $3.1B added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $764M sold.

Based on aggregated 13F filings for Q1 2024.