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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

568 hedge funds and large institutions have $13B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 253 increasing their positions, 163 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+14
Holders Change %
+2.53%
% of All Funds
9.06%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.23%
New
86
Increased
253
Reduced
163
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.62B
2
SCM
SCS Capital Management
Massachusetts
+$487M
3
Morgan Stanley
Morgan Stanley
New York
+$454M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$344M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$293M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
-$43.9M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$28.5M
3
OP
ORG Partners
Indiana
-$25.1M
4
RCM
Rain Capital Management
Oregon
-$21M
5
SFS
Strategic Financial Services
New York
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
451
McLean Asset Management
Virginia
$228K -$176K -3,085 -44%
FWP
452
Falcon Wealth Planning
California
$227K – – –
GA
453
Greenspring Advisors
Maryland
$227K – – –
CFB
454
Cullen/Frost Bankers
Texas
$222K – – –
BRWA
455
B. Riley Wealth Advisors
Florida
$221K -$37.1K -650 -14%
TCOO
456
Trust Company of Oklahoma
Oklahoma
$221K +$221K +3,860 New
PCIA
457
Prime Capital Investment Advisors
Kansas
$214K +$214K +3,742 New
CM
458
Columbus Macro
Pennsylvania
$213K – – –
DC
459
Davenport & Co
Virginia
$211K -$4.23K -74 -2%
SOAG
460
Silver Oak Advisory Group
Oregon
$208K +$208K +3,648 New
CCP
461
Carmel Capital Partners
California
$207K +$207K +3,629 New
SWP
462
Stratos Wealth Partners
Ohio
$207K +$4.57K +80 +2%
PI
463
PFG Investments
New York
$206K +$800 +14 +0.4%
TIAA Trust, National Association
464
TIAA Trust, National Association
North Carolina
$203K +$203K +3,548 New
TA
465
TrueWealth Advisors
Alabama
$203K +$203K +3,547 New
RG
466
Retirement Group
California
$198K +$1.31K +23 +0.7%
SWM
467
Spire Wealth Management
Virginia
$197K -$645K -11,284 -77%
NA
468
NewEdge Advisors
Louisiana
$179K +$67K +1,173 +60%
AIP
469
Ameritas Investment Partners
Nebraska
$172K – – –
PFP
470
Pinnacle Financial Partners
Tennessee
$172K +$172K +3,001 New
TWC
471
TD Waterhouse Canada
Ontario, Canada
$170K – – –
NRC
472
New Republic Capital
North Carolina
$167K – – –
CIAS
473
Capital Investment Advisory Services
North Carolina
$139K +$103K +1,799 +282%
MA
474
Montag & Associates
Georgia
$138K +$42.6K +746 +44%
PTC
475
Private Trust Company
Ohio
$138K -$16.3K -286 -11%
17 18
19
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