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Vanguard Intermediate-Term Treasury ETF

663 hedge funds and large institutions have $20.4B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 320 increasing their positions, 185 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 185

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

17% more capital invested

Capital invested by funds: $17.5B → $20.4B (+$2.92B)

10% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.02M

1% more funds holding

Funds holding: 659663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 9998 (-1)

2.49% less ownership

Funds ownership: 80.47%77.98% (-2.5%)

Holders
663
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
9.55%
Holding in Top 10
98
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.01%
% of All Funds
1.41%
New
90
Increased
320
Reduced
185
Closed
77
Calls
$1.12M
Puts
$1.02M
Net Calls
+$99K
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
401
Silver Oak Advisory Group
Oregon
$709K +$494K +8,420 +229%
FNWM
402
Financial Network Wealth Management
Utah
$705K -$3.29K -56 -0.5%
SJL
403
Shayne & Jacobs LLC
Tennessee
$704K +$375K +6,385 +113%
SW
404
SkyOak Wealth
Michigan
$696K -$12.5K -213 -2%
LFA
405
Lauterbach Financial Advisors
Texas
$687K +$76.7K +1,307 +13%
CAM
406
Chandler Asset Management
California
$680K +$62.5K +1,065 +10%
WHCI
407
W.H. Cornerstone Investments
Massachusetts
$680K +$352 +6 +0.1%
ECM
408
Evergreen Capital Management
Washington
$665K +$9.8K +167 +1%
ZIC
409
ZWJ Investment Counsel
Georgia
$665K +$8.04K +137 +1%
BFO
410
Boston Family Office
Massachusetts
$665K -$44K -750 -6%
NA
411
NewEdge Advisors
Louisiana
$659K +$84.6K +1,442 +15%
OA
412
Operose Advisors
Wisconsin
$656K +$657K +11,197 New
ODIJL
413
One Day In July LLC
Vermont
$655K -$145K -2,463 -18%
GC
414
Gilbert & Cook
Iowa
$639K -$74.5K -1,270 -10%
CCA
415
Clarity Capital Advisors
Florida
$632K +$634K +10,800 New
ML
416
McAdam LLC
Pennsylvania
$632K +$8.68K +148 +1%
NL
417
NWAM LLC
Washington
$629K -$73.5K -1,252 -10%
ZF
418
Zhang Financial
Michigan
$627K
FFB
419
First Financial Bankshares
Texas
$618K -$2.63M -44,874 -81%
SWP
420
Stratos Wealth Partners
Ohio
$608K +$11.7K +200 +2%
CPIG
421
Chicago Partners Investment Group
Illinois
$604K -$35.1K -599 -5%
CBFP
422
Cedar Brook Financial Partners
Ohio
$582K +$3.11K +53 +0.5%
BHPW
423
Beverly Hills Private Wealth
California
$577K +$578K +9,847 New
AssetMark Inc
424
AssetMark Inc
California
$576K +$101K +1,718 +21%
FFN
425
Focus Financial Network
Minnesota
$564K -$2.41K -41 -0.4%

VGIT Hedge Fund Activity: Q1 2024 in Review

663 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2024, worth a combined $20.4B — up 17% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 77 closed out — a net gain of 13 holders — while 320 added to existing stakes and 185 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.1B. The largest seller was Morgan Stanley, cutting an estimated $764M.

  • 663 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2024, up from 659 in Q4 2023.
  • Funds reported $20.4B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2024 and 77 closed out, a net change of +13 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $3.1B added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $764M sold.

Based on aggregated 13F filings for Q1 2024.