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 %
LNC
401
Lincoln National Corp
Pennsylvania
$356K -$14.2K -248 -4%
OLVIG
402
Oliver Lagore Vanvalin Investment Group
Michigan
$356K -$642K -11,230 -64%
WIA
403
World Investment Advisors
California
$356K -$7.54K -132 -2%
KOC
404
Koss-Olinger Consulting
Florida
$350K – – –
WOSD
405
WFA of San Diego
California
$346K -$12.4K -217 -3%
UWPG
406
Ullmann Wealth Partners Group
Florida
$345K -$31.5K -552 -8%
APS
407
American Planning Services
Florida
$341K -$268K -4,696 -44%
CIA
408
Compass Ion Advisors
Pennsylvania
$340K +$340K +5,955 New
CAG
409
Crestwood Advisors Group
Massachusetts
$337K +$337K +5,891 New
HWM
410
Heirloom Wealth Management
Colorado
$333K +$45.9K +804 +16%
CLG
411
Cooperman Leon G
$327K – – –
UCB
412
United Community Bank
South Carolina
$327K +$327K +5,720 New
PFS
413
Prospera Financial Services
Texas
$321K +$61K +1,066 +23%
EWA
414
Exencial Wealth Advisors
Oklahoma
$320K +$4.97K +87 +2%
AWM
415
Aries Wealth Management
Maine
$320K +$3.41K +60 +1%
SJL
416
Shayne & Jacobs LLC
Tennessee
$317K +$317K +5,550 New
CA
417
CoreCap Advisors
Michigan
$315K +$59.2K +1,035 +23%
FHA
418
Flagship Harbor Advisors
Massachusetts
$314K -$289K -5,052 -48%
CL
419
Choreo LLC
Illinois
$308K -$162K -2,838 -34%
RIM
420
Rockbridge Investment Management
New York
$303K +$114 +2 +0%
Prudential Financial
421
Prudential Financial
New Jersey
$303K +$21.7K +380 +8%
GJIA
422
Glass Jacobson Investment Advisors
Maryland
$303K +$143K +2,505 +89%
CG
423
Colony Group
Massachusetts
$299K +$299K +5,234 New
AAS
424
Avantax Advisory Services
Texas
$298K -$41K -717 -12%
MCWS
425
McKinley Carter Wealth Services
West Virginia
$296K – – –
15 16
17
18 19