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Vanguard Intermediate-Term Treasury ETF
VGIT

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: 659 → 663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 99 → 98 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.1B
2
Bank of America
Bank of America
North Carolina
+$170M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$165M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
NL
NEPC LLC
Massachusetts
+$106M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$764M
2
MIS
Morningstar Investment Services
Illinois
-$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$78M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$125M +$36.6M +623,369 +41%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$125M +$16.9M +288,537 +16%
EEP
28
Edgehill Endowment Partners
Connecticut
$121M +$18.7M +318,247 +18%
MIS
29
Morningstar Investment Services
Illinois
$121M -$116M -1,978,730 -49%
FG
30
Foster Group
Iowa
$109M -$29.4M -501,649 -21%
JPG
31
Jordan Park Group
California
$103M -$6M -102,216 -5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$83.2M +$19.9M +338,720 +31%
BSB
33
Bangor Savings Bank
Maine
$76.8M +$5.27M +89,886 +7%
Mitsubishi UFJ Asset Management
34
Mitsubishi UFJ Asset Management
Japan
$72.6M +$317K +5,400 +0.4%
LPL Financial
35
LPL Financial
California
$71.5M -$9.09M -154,940 -11%
VFA
36
Valeo Financial Advisors
Indiana
$66.4M +$4.92M +83,821 +8%
MAWA
37
Moss Adams Wealth Advisors
Washington
$66.2M +$7.1M +121,047 +12%
TTSTC
38
Texas Treasury Safekeeping Trust Company
Texas
$65.8M – – –
RVPG
39
Relative Value Partners Group
$62.7M +$481K +8,200 +0.8%
VA
40
Valmark Advisers
Ohio
$57.9M +$1.97M +33,631 +4%
FLPIM
41
F.L. Putnam Investment Management
Massachusetts
$56.1M +$4.91M +83,753 +10%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$54.9M +$55M +937,696 New
GWM
43
Gitterman Wealth Management
New Jersey
$52.6M -$21.1M -359,181 -29%
Goldman Sachs
44
Goldman Sachs
New York
$48.9M +$414K +7,055 +0.9%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$48.2M +$48.3M +823,750 New
TWM
46
Tanglewood Wealth Management
Texas
$47.6M -$871K -14,846 -2%
Truist Financial
47
Truist Financial
North Carolina
$45.6M -$387K -6,602 -0.8%
C
48
Cliffwater
California
$44.8M +$333K +5,682 +0.7%
BOPW
49
Brandywine Oak Private Wealth
Pennsylvania
$42.5M +$1.31M +22,340 +3%
LW
50
Libra Wealth
California
$41.5M +$2.07M +35,250 +5%
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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.