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Vanguard Intermediate-Term Treasury ETF

418 hedge funds and large institutions have $6.46B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

15% more capital invested

Capital invested by funds: $5.63B → $6.46B (+$830M)

5.03% more ownership

Funds ownership: 64.43%69.46% (+5%)

2% more funds holding

Funds holding: 408418 (+10)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

Holders
418
Holders Change
+10
Holders Change %
+2.45%
% of All Funds
7.04%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
0.83%
New
60
Increased
153
Reduced
156
Closed
42
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
426
DAGCO Inc
Ohio
-$1.29M -21,037 Closed
AWS
427
AJ Wealth Strategies
New York
-$1.12M -17,820 Closed
IWC
428
Integrated Wealth Concepts
Massachusetts
-$1M -15,959 Closed
DFG
429
Demars Financial Group
Washington
-$888K -14,115 Closed
EP
430
Eudaimonia Partners
Tennessee
-$771K -12,250 Closed
HNW
431
High Note Wealth
Minnesota
-$746K -11,871 Closed
MPW
432
MA Private Wealth
California
-$614K -9,763 Closed
JWCA
433
J.W. Cole Advisors
Florida
-$457K -7,258 Closed
GIA
434
Gladstone Institutional Advisory
Florida
-$442K -7,032 Closed
AA
435
Advisory Alpha
Michigan
-$442K -7,020 Closed
AP
436
Advisors Preferred
Maryland
-$416K -6,666 Closed
MSFS
437
Main Street Financial Solutions
Pennsylvania
-$405K -6,442 Closed
BC
438
Brio Consultants
California
-$349K -5,544 Closed
WSTAM
439
Wilbanks Smith & Thomas Asset Management
Virginia
-$310K -5,091 Closed
LAS
440
Lloyd Advisory Services
Georgia
-$309K -4,910 Closed
CW
441
CreativeOne Wealth
Kansas
-$246K -3,916 Closed
SFS
442
Strategic Financial Services
New York
-$240K -3,820 Closed
PWM
443
Perigon Wealth Management
California
-$228K -3,623 Closed
SFA
444
Seneca Financial Advisors
New York
-$213K -3,390 Closed
SW
445
SkyOak Wealth
Michigan
-$206K -3,276 Closed
SPC
446
Sigma Planning Corp
Michigan
-$204K -3,237 Closed
LS
447
Leelyn Smith
Illinois
-$134K -2,137 Closed
BW
448
Bison Wealth
Georgia
-$127K -2,019 Closed
GGI
449
Godsey & Gibb Inc
Virginia
-$122K -1,942 Closed
FPS
450
Fieldpoint Private Securities
Connecticut
-$94K -1,496 Closed

VGIT Hedge Fund Activity: Q2 2022 in Review

418 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2022, worth a combined $6.46B — up 15% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VGIT positions and 42 closed out — a net gain of 18 holders — while 153 added to existing stakes and 156 trimmed.

The largest buyer was Charles Schwab, adding an estimated $324M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $235M.

  • 418 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2022, up from 408 in Q1 2022.
  • Funds reported $6.46B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 60 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2022 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2022 was Charles Schwab, an estimated $324M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2022.