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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
BMCM
426
Bryn Mawr Capital Management
Pennsylvania
$671K +$350K +6,051 +111%
US Bancorp
427
US Bancorp
Minnesota
$670K -$465K -8,040 -41%
CCA
428
Clarity Capital Advisors
Florida
$663K +$33.7K +583 +5%
ML
429
McAdam LLC
Pennsylvania
$657K +$28.1K +486 +5%
ECM
430
Evergreen Capital Management
Washington
$652K -$9.65K -167 -1%
SC
431
Sinecera Capital
Texas
$652K +$647K +11,191 New
CAMV
432
Concord Asset Management (Virginia)
Virginia
$651K -$803K -13,889 -55%
SFPG
433
Stonebridge Financial Planning Group
Florida
$638K +$337K +5,835 +114%
ZF
434
Zhang Financial
Michigan
$624K +$347 +6 +0.1%
WAS
435
Winch Advisory Services
Wisconsin
$601K +$71.5K +1,237 +14%
BCM
436
Brookstone Capital Management
Illinois
$598K +$152K +2,637 +35%
OA
437
Operose Advisors
Wisconsin
$595K -$56.7K -980 -9%
CAG
438
Crestwood Advisors Group
Massachusetts
$594K +$83.5K +1,445 +16%
JBA
439
Johnson Bixby & Associates
Washington
$593K +$55.1K +953 +10%
CIA
440
Concurrent Investment Advisors
Florida
$586K -$120K -2,080 -17%
FFB
441
First Financial Bankshares
Texas
$583K -$31.3K -542 -5%
IAA
442
Independent Advisor Alliance
North Carolina
$579K +$114K +1,978 +25%
FFN
443
Focus Financial Network
Minnesota
$578K -$1.91K -33 -0.3%
TIM
444
Tortoise Investment Management
New York
$577K -$434K -7,508 -43%
PWM
445
Power Wealth Management
Georgia
$571K +$10.8K +187 +2%
AWA
446
Arete Wealth Advisors
Illinois
$559K +$555K +9,607 New
GC
447
Gilbert & Cook
Iowa
$545K -$89.6K -1,549 -14%
CFGS
448
Concourse Financial Group Securities
Alabama
$545K
AWA
449
Arkadios Wealth Advisors
Georgia
$544K -$2.15M -37,176 -80%
UCB
450
United Community Bank
South Carolina
$531K +$65.1K +1,126 +14%

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.