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Vanguard Intermediate-Term Treasury ETF

710 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 363 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $725K

101% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 181

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $22.3B → $23.8B (+$1.56B)

5% more funds holding

Funds holding: 676710 (+34)

1.02% less ownership

Funds ownership: 73.96%72.94% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
710
Holders Change
+34
Holders Change %
+5.03%
% of All Funds
10.2%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.44%
New
90
Increased
363
Reduced
181
Closed
46
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
426
Lauterbach Financial Advisors
Texas
$881K +$152K +2,539 +21%
EFG
427
Ethos Financial Group
Pennsylvania
$875K +$51.9K +869 +6%
RIG
428
Ramiah Investment Group
Wisconsin
$874K +$41.8K +700 +5%
CIA
429
Compass Ion Advisors
Pennsylvania
$869K +$514K +8,609 +149%
AIM
430
Acropolis Investment Management
Missouri
$860K
LFA
431
Laraway Financial Advisors
Minnesota
$849K -$38.5K -645 -4%
WCFA
432
Walkner Condon Financial Advisors
Wisconsin
$843K -$3.79M -63,534 -82%
PA
433
Parkside Advisors
California
$829K +$118K +1,985 +17%
HFRG
434
Houlihan Financial Resource Group
Virginia
$816K -$29.8K -500 -4%
CL
435
Choreo LLC
Illinois
$808K -$27.7K -464 -3%
IWS
436
Integrity Wealth Solutions
Colorado
$790K -$453K -7,595 -37%
BCWM
437
Bartlett & Co Wealth Management
Ohio
$783K +$256K +4,288 +49%
IWA
438
Icon Wealth Advisors
Texas
$779K +$770K +12,896 New
SW
439
SkyOak Wealth
Michigan
$777K +$56.8K +951 +8%
SAW
440
Signal Advisors Wealth
Michigan
$761K +$751K +12,590 New
CCA
441
Clarity Capital Advisors
Florida
$760K +$71.3K +1,194 +10%
Betterment LLC
442
Betterment LLC
New York
$743K -$42.4K -710 -5%
ZIC
443
ZWJ Investment Counsel
Georgia
$740K +$5.01K +84 +0.7%
FNWM
444
Financial Network Wealth Management
Utah
$722K -$12.1K -203 -2%
SFPG
445
Stonebridge Financial Planning Group
Florida
$713K +$49.8K +835 +8%
CAM
446
Chandler Asset Management
California
$707K +$4.77K +80 +0.7%
EWA
447
Evolution Wealth Advisors
Florida
$692K +$150K +2,513 +28%
DWM
448
Dopkins Wealth Management
New York
$678K -$487K -8,160 -42%
SC
449
Sinecera Capital
Texas
$676K
ECM
450
Evergreen Capital Management
Washington
$673K -$3.22K -54 -0.5%

VGIT Hedge Fund Activity: Q3 2024 in Review

710 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2024, worth a combined $23.8B — up 7% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 46 closed out — a net gain of 44 holders — while 363 added to existing stakes and 181 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 710 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2024, up from 676 in Q2 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2024 and 46 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $418M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2024.