VGIT icon

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 %
PFGIA
376
Patriot Financial Group Insurance Agency
Massachusetts
$419K +$102K +1,784 +32%
CAP
377
Columbia Advisory Partners
Washington
$417K +$417K +7,293 New
HHRDM
378
H&H Retirement Design & Management
Nevada
$416K -$1.77K -31 -0.4%
CB
379
Cadence Bank
Mississippi
$415K +$5.6K +98 +1%
SGI
380
Summit Global Investments
Utah
$413K +$57 +1 +0%
SFA
381
Source Financial Advisors
New York
$412K -$117K -2,051 -22%
ECM
382
Evergreen Capital Management
Washington
$411K -$57.2K -1,000 -12%
CWP
383
Core Wealth Partners
California
$409K -$936K -16,384 -70%
AIM
384
Acropolis Investment Management
Missouri
$406K – – –
FWA
385
FSC Wealth Advisors
New York
$403K +$62.5K +1,093 +18%
ES
386
ETF Store
Kansas
$398K +$72.9K +1,296 +22%
BWM
387
Blossom Wealth Management
California
$396K +$28.2K +494 +8%
HA
388
HC Advisors
Georgia
$394K – – –
MGIA
389
Moneta Group Investment Advisors
Missouri
$391K +$4.12K +72 +1%
PB
390
Pinnacle Bancorp
Nebraska
$389K +$10.3K +180 +3%
SAG
391
SageView Advisory Group
California
$384K -$133K -2,324 -26%
PA
392
PFG Advisors
Arizona
$380K -$549K -9,604 -59%
Financial Engines Advisors
393
Financial Engines Advisors
California
$377K -$165K -2,881 -30%
SSWM
394
Strait & Sound Wealth Management
California
$372K +$372K +6,507 New
IAIM
395
International Assets Investment Management
Florida
$370K -$16.4K -300 -4%
PJSIMP
396
P.J. Schmidt Investment Management (PJS)
Wisconsin
$368K – – –
PFG
397
Peterson Financial Group
Iowa
$361K +$1.32K +23 +0.4%
IWA
398
IVC Wealth Advisors
Pennsylvania
$359K +$27.6K +483 +8%
CHA
399
Carmichael Hill & Associates
Maryland
$358K +$35.2K +616 +11%
AFG
400
Atomi Financial Group
New York
$356K +$140K +2,457 +65%
14 15
16
17 18