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Vanguard Intermediate-Term Treasury ETF

676 hedge funds and large institutions have $22.3B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 340 increasing their positions, 177 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 177

76% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $833K

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

9% more capital invested

Capital invested by funds: $20.4B → $22.3B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 98103 (+5)

2% more funds holding

Funds holding: 663676 (+13)

4.02% less ownership

Funds ownership: 77.98%73.96% (-4%)

Holders
676
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.76%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.49%
New
75
Increased
340
Reduced
177
Closed
53
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
376
Baron Silver Stevens Financial Advisors
Florida
$1.08M +$57.8K +1,000 +6%
AWA
377
Authentikos Wealth Advisory
California
$1.08M +$1.08M +18,629 New
TDWM
378
Topel & Distasi Wealth Management
California
$1.08M +$24.9K +430 +2%
CCA
379
Cobblestone Capital Advisors
New York
$1.07M
BPA
380
Beacon Pointe Advisors
California
$1.07M -$786K -13,598 -43%
FWM
381
Forza Wealth Management
Florida
$1.04M
SL
382
Sentinus LLC
Illinois
$1.03M +$30.5K +527 +3%
DWM
383
Dakota Wealth Management
Florida
$1.03M -$154K -2,656 -13%
SFFS
384
Stonehage Fleming Financial Services
Jersey
$1.03M +$1.02M +17,653 New
WAM
385
WNY Asset Management
New York
$1.02M +$1.02M +17,592 New
FT
386
Fiduciary Trust
Massachusetts
$1M +$78.6K +1,359 +9%
MMA
387
Miracle Mile Advisors
California
$984K +$595K +10,287 +156%
GJIA
388
Glass Jacobson Investment Advisors
Maryland
$983K +$256K +4,427 +36%
BAM
389
Belpointe Asset Management
Nevada
$982K -$272K -4,712 -22%
SHGA
390
Sand Hill Global Advisors
California
$978K -$713K -12,329 -42%
PB
391
Pinnacle Bancorp
Nebraska
$953K +$11.6K +200 +1%
Luther King Capital Management (LKCM)
392
Luther King Capital Management (LKCM)
Texas
$936K
FWM
393
FFT Wealth Management
Pennsylvania
$935K -$791K -13,677 -46%
CCFM
394
Clear Creek Financial Management
Washington
$932K +$96.4K +1,667 +12%
CPA
395
Cardiff Park Advisors
California
$930K +$2.77K +48 +0.3%
SOAG
396
Silver Oak Advisory Group
Oregon
$919K +$213K +3,687 +30%
PFPT
397
Pinnacle Financial Partners (Tennessee)
Tennessee
$913K -$19.1K -331 -2%
HAIM
398
Hunter Associates Investment Management
Pennsylvania
$886K +$136K +2,359 +18%
AC
399
Avestar Capital
New York
$885K +$879K +15,205 New
IP
400
Ignite Planners
California
$878K +$132K +2,285 +18%

VGIT Hedge Fund Activity: Q2 2024 in Review

676 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2024, worth a combined $22.3B — up 9.1% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VGIT positions and 53 closed out — a net gain of 22 holders — while 340 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 676 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2024, up from 663 in Q1 2024.
  • Funds reported $22.3B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 75 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2024 and 53 closed out, a net change of +22 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2024 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2024.