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Vanguard Intermediate-Term Treasury ETF
VGIT

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: 659 → 663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 99 → 98 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.1B
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
-$764M
2
MIS
Morningstar Investment Services
Illinois
-$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$78M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
426
Power Wealth Management
Georgia
$563K -$3.4K -58 -0.6%
CFGS
427
Concourse Financial Group Securities
Alabama
$548K -$278K -4,732 -34%
AAG
428
Armstrong Advisory Group
Massachusetts
$544K – – –
JBA
429
Johnson Bixby & Associates
Washington
$541K +$3.58K +61 +0.7%
LIM
430
Leavell Investment Management
Alabama
$536K +$537K +9,160 New
TC
431
Trilogy Capital
California
$533K -$165K -2,806 -24%
WAS
432
Winch Advisory Services
Wisconsin
$532K +$176K +3,004 +49%
EWA
433
Evolution Wealth Advisors
Florida
$523K +$40.4K +689 +8%
PFS
434
Prospera Financial Services
Texas
$523K +$34.4K +587 +7%
RFG
435
REAP Financial Group
Texas
$519K -$24.2K -412 -4%
SWA
436
Sax Wealth Advisors
New Jersey
$515K +$516K +8,798 New
RP
437
Rice Partnership
Hawaii
$514K +$515K +8,776 New
CAG
438
Crestwood Advisors Group
Massachusetts
$513K +$2.7K +46 +0.5%
KWA
439
Kingswood Wealth Advisors
California
$497K -$1.88K -32 -0.4%
FFM
440
Flagstone Financial Management
Nebraska
$491K – – –
Prudential Financial
441
Prudential Financial
New Jersey
$490K +$114K +1,948 +30%
CA
442
CoreCap Advisors
Michigan
$487K +$126K +2,148 +35%
SGAM
443
Stephens Group Asset Management
Arkansas
$486K +$50.2K +855 +11%
CCM
444
Coldstream Capital Management
Washington
$486K +$487K +8,300 New
IIM
445
InTrack Investment Management
Vermont
$482K – – –
PG
446
Patten Group
Tennessee
$481K – – –
LWL
447
Leo Wealth LLC
Texas
$479K +$2.52K +43 +0.5%
CHA
448
Carmichael Hill & Associates
Maryland
$471K -$4.69K -80 -1%
UCB
449
United Community Bank
South Carolina
$468K +$123K +2,100 +36%
IAA
450
Independent Advisor Alliance
North Carolina
$467K +$468K +7,973 New
16 17
18
19 20

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.