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Vanguard Intermediate-Term Treasury ETF

808 hedge funds and large institutions have $24.6B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 344 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 57

129% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $499K

57% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 219

27% more funds holding in top 10

Funds holding in top 10: 100127 (+27)

14% more funds holding

Funds holding: 710808 (+98)

3% more capital invested

Capital invested by funds: $23.8B → $24.6B (+$816M)

0.68% more ownership

Funds ownership: 72.94%73.62% (+0.68%)

Holders
808
Holders Change
+98
Holders Change %
+13.8%
% of All Funds
10.64%
Holding in Top 10
127
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27%
% of All Funds
1.67%
New
167
Increased
344
Reduced
219
Closed
57
Calls
$1.14M
Puts
$499K
Net Calls
+$644K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
376
Sandy Spring Bank
Maryland
$1.9M -$351K -5,974 -15%
OFO
377
OneAscent Family Office
Alabama
$1.9M +$1.92M +32,727 New
CA
378
CGN Advisors
Kansas
$1.9M +$1.92M +32,676 New
FWM
379
FFT Wealth Management
Pennsylvania
$1.87M -$5.53M -94,065 -75%
TA
380
TrueWealth Advisors
Alabama
$1.86M +$342K +5,813 +22%
RWM
381
Rialto Wealth Management
New York
$1.85M +$1.87M +31,885 New
CTWM
382
Cherry Tree Wealth Management
Minnesota
$1.84M -$540K -9,189 -22%
SJL
383
Shayne & Jacobs LLC
Tennessee
$1.81M +$509K +8,655 +38%
KA
384
Kovack Advisors
Florida
$1.8M +$9.99K +170 +0.6%
SPF
385
South Plains Financial
Texas
$1.79M +$1.82M +30,933 New
VFG
386
Victory Financial Group
Texas
$1.76M +$1.78M +30,348 New
BCM
387
Brookstone Capital Management
Illinois
$1.75M +$809K +13,771 +84%
WFA
388
Wells Financial Advisors
Massachusetts
$1.73M +$250K +4,257 +17%
KPWS
389
Kestra Private Wealth Services
Texas
$1.71M -$2.69M -45,789 -61%
HNB
390
Huntington National Bank
Ohio
$1.64M
FA
391
Fagan Associates
New York
$1.63M -$71.3K -1,213 -4%
Wealthfront Advisers
392
Wealthfront Advisers
California
$1.63M -$474K -8,062 -22%
Financial Engines Advisors
393
Financial Engines Advisors
California
$1.62M -$425K -7,236 -21%
AFG
394
Atomi Financial Group
New York
$1.6M -$152K -2,582 -9%
CPA
395
Cardiff Park Advisors
California
$1.58M +$660K +11,228 +70%
ESB
396
Essex Savings Bank
Connecticut
$1.58M +$93.5K +1,590 +6%
GKWIM
397
Gerber Kawasaki Wealth & Investment Management
California
$1.57M +$1.59M +26,993 New
GJIA
398
Glass Jacobson Investment Advisors
Maryland
$1.56M +$251K +4,266 +19%
BIM
399
Breakwater Investment Management
Washington
$1.55M +$249K +4,228 +19%
FWA
400
FSC Wealth Advisors
New York
$1.55M +$126K +2,141 +9%

VGIT Hedge Fund Activity: Q4 2024 in Review

808 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2024, worth a combined $24.6B — up 3.4% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new VGIT positions and 57 closed out — a net gain of 110 holders — while 344 added to existing stakes and 219 trimmed.

The largest buyer was Bank of America, adding an estimated $776M. The largest seller was JP Morgan Chase, cutting an estimated $354M.

  • 808 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2024, up from 710 in Q3 2024.
  • Funds reported $24.6B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 167 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2024 and 57 closed out, a net change of +110 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2024 was Bank of America, an estimated $776M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2024.