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Vanguard Intermediate-Term Treasury ETF

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: 659663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 9998 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SAW
451
Signal Advisors Wealth
Michigan
$459K +$460K +7,842 New
SFS
452
Strategic Financial Services
New York
$455K +$2.64K +45 +0.6%
MC
453
Moors & Cabot
Massachusetts
$441K +$441K +7,524 New
MAM
454
McLean Asset Management
Virginia
$441K +$198K +3,379 +80%
BCM
455
Brookstone Capital Management
Illinois
$440K +$171K +2,919 +63%
SGI
456
Summit Global Investments
Utah
$425K +$3.64K +62 +0.9%
BWM
457
Blossom Wealth Management
California
$424K +$411 +7 +0.1%
HHRDM
458
H&H Retirement Design & Management
Nevada
$412K -$6.22K -106 -1%
National Bank of Canada
459
National Bank of Canada
Quebec, Canada
$408K -$30.7K -523 -7%
HA
460
HC Advisors
Georgia
$404K
BCWM
461
Bartlett & Co Wealth Management
Ohio
$403K +$228K +3,891 +130%
MMA
462
Miracle Mile Advisors
California
$387K -$2.17K -37 -0.6%
AFA
463
American Financial Advisors
Georgia
$387K +$388K +6,609 New
EWA
464
Exencial Wealth Advisors
Oklahoma
$383K +$6.04K +103 +2%
WIA
465
World Investment Advisors
California
$380K +$7.45K +127 +2%
PFG
466
Peterson Financial Group
Iowa
$379K -$34.9K -594 -8%
MFIM
467
Mesirow Financial Investment Management
Illinois
$377K +$377K +6,434 New
LWM
468
LJI Wealth Management
Indiana
$372K -$421K -7,173 -53%
IWA
469
IVC Wealth Advisors
Pennsylvania
$369K +$293 +5 +0.1%
CPA
470
Clear Point Advisors
New York
$367K +$7.75K +132 +2%
WA
471
Westfuller Advisors
New York
$361K +$362K +6,169 New
SAG
472
SageView Advisory Group
California
$360K +$360K +6,134 New
SAM
473
Smartleaf Asset Management
Massachusetts
$356K +$85.3K +1,454 +31%
SAI
474
Savvy Advisors Inc
New York
$350K -$11K -187 -3%
Citadel Advisors
475
Citadel Advisors
Florida
$349K +$350K +5,961 New

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.