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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
SAM
401
Smartleaf Asset Management
Massachusetts
$871K +$512K +8,858 +146%
OSNBOA
402
Old Second National Bank of Aurora
Illinois
$861K +$855K +14,784 New
LFA
403
Laraway Financial Advisors
Minnesota
$856K -$39K -675 -4%
AWM
404
Avaii Wealth Management
Wisconsin
$853K -$103K -1,784 -11%
IGGA
405
Iron Gate Global Advisors
Utah
$839K -$20.2K -350 -2%
AWM
406
Aries Wealth Management
Maine
$836K +$115K +1,994 +16%
RSA
407
River Street Advisors
Illinois
$831K +$556K +9,625 +207%
AIM
408
Acropolis Investment Management
Missouri
$829K
RFG
409
REAP Financial Group
Texas
$827K +$308K +5,324 +60%
Janus Henderson Group
410
Janus Henderson Group
United Kingdom
$817K -$831K -14,379 -51%
HFRG
411
Houlihan Financial Resource Group
Virginia
$816K
RIG
412
Ramiah Investment Group
Wisconsin
$801K +$42.2K +730 +6%
CL
413
Choreo LLC
Illinois
$801K +$528K +9,128 +195%
EFG
414
Ethos Financial Group
Pennsylvania
$793K +$9.42K +163 +1%
CW
415
CreativeOne Wealth
Kansas
$788K -$406K -7,028 -34%
Betterment LLC
416
Betterment LLC
New York
$757K -$40.1K -694 -5%
SJL
417
Shayne & Jacobs LLC
Tennessee
$753K +$52K +900 +7%
RSWM
418
Robertson Stephens Wealth Management
California
$730K -$242K -4,187 -25%
LFA
419
Lauterbach Financial Advisors
Texas
$725K +$18.3K +316 +3%
ZIC
420
ZWJ Investment Counsel
Georgia
$708K +$46.6K +806 +7%
FNWM
421
Financial Network Wealth Management
Utah
$708K -$4.34K -75 -0.6%
SW
422
SkyOak Wealth
Michigan
$694K +$1.97K +34 +0.3%
PA
423
Parkside Advisors
California
$683K -$410K -7,087 -38%
CAM
424
Chandler Asset Management
California
$677K
WHCI
425
W.H. Cornerstone Investments
Massachusetts
$671K -$5.61K -97 -0.8%

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.