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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

659 hedge funds and large institutions have $17.5B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 256 increasing their positions, 189 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+91
Holders Change %
+16.02%
% of All Funds
9.66%
Holding in Top 10
99
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.57%
% of All Funds
1.45%
New
163
Increased
256
Reduced
189
Closed
60
Calls
$1.74M
Puts
$3.26M
Net Calls
-$1.51M
Net Calls Change
-$1.79M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.62B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.84B
3
Bank of America
3
Bank of America
North Carolina
$2.71B
4
G
4
GenTrust
Florida
$116M
5
MIS
5
Morningstar Investment Services
Illinois
$240M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$969M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$819M
3
State Street
3
State Street
Massachusetts
$344M
4
BA
4
Bridgewater Advisors
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
G
26
GenTrust
Florida
$116M +$114M +1,924,540 +8,067%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$112M +$4.52M +76,125 +4%
JPG
28
Jordan Park Group
California
$110M -$7.04M -118,678 -6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$110M +$899K +15,153 +0.8%
EEP
30
Edgehill Endowment Partners
Connecticut
$104M +$11.1M +186,872 +12%
STA
31
Summit Trail Advisors
New York
$97.6M +$66.9M +1,127,561 +218%
HighTower Advisors
32
HighTower Advisors
Illinois
$90.1M +$15M +252,093 +20%
LPL Financial
33
LPL Financial
California
$81.6M +$15.9M +267,992 +24%
GWM
34
Gitterman Wealth Management
New Jersey
$74.6M +$1.11M +18,717 +2%
Mitsubishi UFJ Asset Management
35
Mitsubishi UFJ Asset Management
Japan
$73.9M -$34.9M -588,900 -32%
BSB
36
Bangor Savings Bank
Maine
$72.5M +$1.86M +31,425 +3%
TTSTC
37
Texas Treasury Safekeeping Trust Company
Texas
$66.7M +$66.7M +1,124,530 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$64.2M +$24.2M +408,092 +60%
VFA
39
Valeo Financial Advisors
Indiana
$63.7M +$5.24M +88,329 +9%
RVPG
40
Relative Value Partners Group
$62.1M -$7.11M -119,929 -10%
AWM
41
AE Wealth Management
Kansas
$60.7M +$7.01M +119,089 +13%
MAWA
42
Moss Adams Wealth Advisors
Washington
$59.9M -$1.65M -27,746 -3%
VA
43
Valmark Advisers
Ohio
$56.7M +$662K +11,166 +1%
FLPIM
44
F.L. Putnam Investment Management
Massachusetts
$51.8M +$4.44M +74,859 +9%
TWM
45
Tanglewood Wealth Management
Texas
$49.1M +$35.5M +598,302 +260%
Goldman Sachs
46
Goldman Sachs
New York
$49.1M -$44.6M -752,653 -48%
Truist Financial
47
Truist Financial
North Carolina
$46.6M +$2.76M +46,586 +6%
C
48
Cliffwater
California
$45.3M +$45.3M +764,293 New
BOPW
49
Brandywine Oak Private Wealth
Pennsylvania
$41.8M +$355K +5,983 +0.9%
PG
50
Proffitt & Goodson
Tennessee
$40.9M +$1.93M +32,510 +5%
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