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Vanguard Intermediate-Term Treasury ETF
VGIT

369 hedge funds and large institutions have $5.22B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

45% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 112

43% more funds holding in top 10

Funds holding in top 10: 21 → 30 (+9)

12% more capital invested

Capital invested by funds: $4.66B → $5.22B (+$563M)

3% more funds holding

Funds holding: 358 → 369 (+11)

2.73% more ownership

Funds ownership: 60.25% → 62.99% (+2.7%)

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
6.46%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
41
Increased
162
Reduced
112
Closed
27
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
-$178K

Top Buyers

1
JPG
Jordan Park Group
California
+$130M
2
MG
Mather Group
Illinois
+$63.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.1M
4
Jane Street
Jane Street
New York
+$47.5M
5
AIC
Ameritas Investment Company
Nebraska
+$45M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$33.5M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$24.8M
3
CIA
Choate Investment Advisors
Massachusetts
-$24.1M
4
Morgan Stanley
Morgan Stanley
New York
-$14M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
376
Evergreen Capital Management
Washington
– -$809K -11,927 Closed
NWA
377
New World Advisors
Massachusetts
– -$592K -8,731 Closed
T
378
TRUADVICE
Florida
– -$595K -8,682 Closed
RS
379
Retirement Solution
Washington
– -$425K -6,261 Closed
TCBWMS
380
Texas Capital Bank Wealth Management Services
Texas
– -$376K -5,544 Closed
OAM
381
Optimal Asset Management
California
– -$342K -5,050 Closed
BAAM
382
Baker Avenue Asset Management
California
– -$341K -5,043 Closed
JWCA
383
J.W. Cole Advisors
Florida
– -$329K -4,853 Closed
M&T Bank
384
M&T Bank
New York
– -$288K -4,241 Closed
KM
385
Kalos Management
Georgia
– -$288K -4,238 Closed
SS
386
Simplicity Solutions
Minnesota
– -$286K -4,225 Closed
NA
387
NewEdge Advisors
Louisiana
– -$243K -3,588 Closed
EWA
388
Exencial Wealth Advisors
Oklahoma
– -$230K -3,385 Closed
IFG
389
Independent Financial Group
California
– -$217K -3,205 Closed
SWA
390
SFMG Wealth Advisors
Texas
– -$204K -3,005 Closed
ASN
391
Advisory Services Network
Georgia
– -$128K -1,884 Closed
CA
392
Clearstead Advisors
Ohio
– -$95K -1,407 Closed
EVM
393
Eaton Vance Management
Massachusetts
– -$78K -1,149 Closed
RCM
394
Robinson Capital Management
Michigan
– -$51K -750 Closed
CHC
395
City Holding Co
West Virginia
– -$4K -65 Closed
DWP
396
Destiny Wealth Partners
Florida
– +$68 +1 New
12 13 14 15
16

VGIT Hedge Fund Activity: Q3 2021 in Review

369 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2021, worth a combined $5.22B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGIT positions and 27 closed out — a net gain of 14 holders — while 162 added to existing stakes and 112 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $130M. The largest seller was RiverFront Investment Group, cutting an estimated $33.5M.

  • 369 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2021, up from 358 in Q2 2021.
  • Funds reported $5.22B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2021 and 27 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2021 was Jordan Park Group, an estimated $130M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2021.