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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

662 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 89 funds opening new positions, 319 increasing their positions, 185 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
9.6%
Holding in Top 10
98
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.01%
% of All Funds
1.42%
New
89
Increased
319
Reduced
185
Closed
76
Calls
$1.12M
Puts
$1.03M
Net Calls
+$99K
Net Calls Change
+$1.61M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.09B
2
Bank of America
Bank of America
North Carolina
+$170M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$165M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
NL
NEPC LLC
Massachusetts
+$106M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$763M
2
MIS
Morningstar Investment Services
Illinois
-$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$77.9M
5
UBS Group
UBS Group
Switzerland
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
426
Concourse Financial Group Securities
Alabama
$548K -$277K -4,732 -34%
AAG
427
Armstrong Advisory Group
Massachusetts
$544K – – –
JBA
428
Johnson Bixby & Associates
Washington
$541K +$3.57K +61 +0.7%
LIM
429
Leavell Investment Management
Alabama
$536K +$536K +9,160 New
TC
430
Trilogy Capital
California
$533K -$164K -2,806 -24%
WAS
431
Winch Advisory Services
Wisconsin
$532K +$176K +3,004 +49%
EWA
432
Evolution Wealth Advisors
Florida
$523K +$40.3K +689 +8%
PFS
433
Prospera Financial Services
Texas
$523K +$34.4K +587 +7%
RFG
434
REAP Financial Group
Texas
$519K -$24.1K -412 -4%
SWA
435
Sax Wealth Advisors
New Jersey
$515K +$515K +8,798 New
RP
436
Rice Partnership
Hawaii
$514K +$514K +8,776 New
CAG
437
Crestwood Advisors Group
Massachusetts
$513K +$2.69K +46 +0.5%
KWA
438
Kingswood Wealth Advisors
California
$497K -$1.87K -32 -0.4%
FFM
439
Flagstone Financial Management
Nebraska
$491K – – –
Prudential Financial
440
Prudential Financial
New Jersey
$490K +$114K +1,948 +30%
CA
441
CoreCap Advisors
Michigan
$487K +$126K +2,148 +35%
SGAM
442
Stephens Group Asset Management
Arkansas
$486K +$50.1K +855 +11%
CCM
443
Coldstream Capital Management
Washington
$486K +$486K +8,300 New
IIM
444
InTrack Investment Management
Vermont
$482K – – –
PG
445
Patten Group
Tennessee
$481K – – –
LWL
446
Leo Wealth LLC
Texas
$479K +$2.52K +43 +0.5%
CHA
447
Carmichael Hill & Associates
Maryland
$471K -$4.68K -80 -1%
UCB
448
United Community Bank
South Carolina
$468K +$123K +2,100 +36%
IAA
449
Independent Advisor Alliance
North Carolina
$467K +$467K +7,973 New
SAW
450
Signal Advisors Wealth
Michigan
$459K +$459K +7,842 New
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