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Vanguard Intermediate-Term Treasury ETF
VGIT

406 hedge funds and large institutions have $6.55B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 161 increasing their positions, 107 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

50% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 107

25% more capital invested

Capital invested by funds: $5.22B → $6.55B (+$1.32B)

13% more funds holding in top 10

Funds holding in top 10: 30 → 34 (+4)

10% more funds holding

Funds holding: 369 → 406 (+37)

6.09% more ownership

Funds ownership: 62.99% → 69.08% (+6.1%)

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
6.25%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.52%
New
89
Increased
161
Reduced
107
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$998M
2
Jane Street
Jane Street
New York
+$78.6M
3
AWM
AE Wealth Management
Kansas
+$62.5M
4
LSAG
Lake Street Advisors Group
New Hampshire
+$56.5M
5
Creative Planning
Creative Planning
Kansas
+$50.8M

Top Sellers

1
JPG
Jordan Park Group
California
-$55.9M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$39.4M
3
Ameriprise
Ameriprise
Minnesota
-$33.9M
4
RWRC
R.W. Roge & Company
New York
-$31.1M
5
OWM
OneAscent Wealth Management
Alabama
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
376
Evoke Wealth
California
$17K – – –
LWP
377
Lumature Wealth Partners
Georgia
$16K – – –
CFD
378
Creative Financial Designs
Indiana
$16K +$14.3K +213 +926%
KCM
379
KRS Capital Management
Michigan
$16K +$16.8K +250 New
HI
380
Hudock Inc
Pennsylvania
$15K – – –
CPFP
381
Clear Perspectives Financial Planning
Ohio
$12K -$6.7K -100 -36%
GI
382
Gradient Investments
Minnesota
$12K -$2.48K -37 -17%
S
383
SignatureFD
Georgia
$12K – – –
SCA
384
Stonebridge Capital Advisors
Minnesota
$12K – – –
SQA
385
Simon Quick Advisors
New Jersey
$12K +$134 +2 +1%
LFG
386
Larson Financial Group
Missouri
$10K – – –
CA
387
Centerpoint Advisors
Massachusetts
$10K +$9.65K +144 New
PFA
388
Professional Financial Advisors
Nebraska
$10K +$10.2K +152 New
BFC
389
Bedel Financial Consulting
Indiana
$9K – – –
NFSG
390
Newbridge Financial Services Group
Florida
$9K – – –
HWM
391
HighMark Wealth Management
Minnesota
$8K +$1.27K +19 +19%
UFF
392
USA Financial Formulas
Michigan
$8K +$7.71K +115 New
SBL
393
Sargent Bickham Lagudis
Colorado
$7K – – –
TFA
394
Toth Financial Advisory
Virginia
$7K – – –
CFA
395
Carroll Financial Associates
North Carolina
$6K – – –
FA
396
Faithward Advisors
Pennsylvania
$6K – – –
RG
397
Retirement Group
California
$5K – – –
FFA
398
Founders Financial Alliance
North Carolina
$4K – – –
FWM
399
Focused Wealth Management
New York
$4K +$67 +1 +2%
RDIA
400
RE Dickinson Investment Advisors
Iowa
$3K +$3.02K +45 New
14 15
16
17 18

VGIT Hedge Fund Activity: Q4 2021 in Review

406 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2021, worth a combined $6.55B — up 25% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VGIT positions and 45 closed out — a net gain of 44 holders — while 161 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $998M. The largest seller was Jordan Park Group, cutting an estimated $55.9M.

  • 406 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $6.55B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 89 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2021 and 45 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $998M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2021 was Jordan Park Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.