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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.

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
1
Bank of America
North Carolina
$1.74B
2
SCM
2
SCS Capital Management
Massachusetts
$487M
3
Morgan Stanley
3
Morgan Stanley
New York
$844M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$345M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.17B

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$1.18M
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$1.19M
3
OP
3
ORG Partners
Indiana
$241K
4
RCM
4
Rain Capital Management
Oregon
$76.2K
5
SFS
5
Strategic Financial Services
New York
$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$105M +$1.33M +23,348 +1%
Mitsubishi UFJ Asset Management
27
Mitsubishi UFJ Asset Management
Japan
$105M -$2.43M -42,600 -2%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$104M +$6.26M +109,485 +6%
Goldman Sachs
29
Goldman Sachs
New York
$90.3M +$75.3M +1,316,956 +501%
EEP
30
Edgehill Endowment Partners
Connecticut
$89.7M +$602K +10,534 +0.7%
HighTower Advisors
31
HighTower Advisors
Illinois
$72.4M +$2.2M +38,450 +3%
GWM
32
Gitterman Wealth Management
New Jersey
$70.8M +$423K +7,408 +0.6%
BSB
33
Bangor Savings Bank
Maine
$68M +$2.87M +50,178 +4%
RVPG
34
Relative Value Partners Group
$66.7M +$2.6M +45,505 +4%
LPL Financial
35
LPL Financial
California
$63.3M -$1.86M -32,582 -3%
MAWA
36
Moss Adams Wealth Advisors
Washington
$59.3M +$430K +7,530 +0.7%
VFA
37
Valeo Financial Advisors
Indiana
$56.3M +$1.14M +19,916 +2%
VA
38
Valmark Advisers
Ohio
$54M +$1.32M +23,081 +3%
AWM
39
AE Wealth Management
Kansas
$52.1M +$2.66M +46,549 +5%
BA
40
Bridgewater Advisors
New York
$51.4M +$1.84M +32,181 +4%
FLPIM
41
F.L. Putnam Investment Management
Massachusetts
$45.6M +$4.25M +74,442 +10%
SF
42
Synovus Financial
Georgia
$42.8M -$938K -16,419 -2%
Truist Financial
43
Truist Financial
North Carolina
$42.3M +$11.7M +204,210 +38%
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$39.9M +$23.9M +418,552 +150%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$38.6M +$3.93M +68,719 +11%
BPWM
46
Badgley Phelps Wealth Managers
Washington
$37.9M +$337K +5,892 +0.9%
LW
47
Libra Wealth
California
$37.7M +$8.64M +151,137 +30%
PG
48
Proffitt & Goodson
Tennessee
$37.5M +$27M +472,179 +256%
CPCM
49
Cardinal Point Capital Management
Ontario, Canada
$37.5M +$37.5M +655,897 New
AI
50
Atria Investments
North Carolina
$36.8M +$318K +5,565 +0.9%
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