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Vanguard Intermediate-Term Treasury ETF

676 hedge funds and large institutions have $22.3B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 340 increasing their positions, 177 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 177

76% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $833K

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

9% more capital invested

Capital invested by funds: $20.4B → $22.3B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 98103 (+5)

2% more funds holding

Funds holding: 663676 (+13)

4.02% less ownership

Funds ownership: 77.98%73.96% (-4%)

Holders
676
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.76%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.49%
New
75
Increased
340
Reduced
177
Closed
53
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
26
First Interstate Bank
Montana
$132M -$1.75M -30,233 -1%
Charles Schwab
27
Charles Schwab
California
$124M -$4.14M -71,564 -3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$120M -$4.34M -75,103 -4%
MIS
29
Morningstar Investment Services
Illinois
$119M -$1.07M -18,569 -0.9%
FG
30
Foster Group
Iowa
$116M +$7.5M +129,803 +7%
Cerity Partners
31
Cerity Partners
New York
$103M +$88.5M +1,530,111 +627%
EEP
32
Edgehill Endowment Partners
Connecticut
$93.6M -$27M -467,447 -23%
JPG
33
Jordan Park Group
California
$85.7M -$16.6M -286,711 -16%
BSB
34
Bangor Savings Bank
Maine
$80.7M +$4.26M +73,726 +6%
LPL Financial
35
LPL Financial
California
$79.7M +$8.58M +148,319 +12%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$76.1M -$6.61M -114,248 -8%
VFA
37
Valeo Financial Advisors
Indiana
$71.3M +$3.81M +65,884 +6%
Mitsubishi UFJ Asset Management
38
Mitsubishi UFJ Asset Management
Japan
$68.6M -$3.73M -64,500 -5%
MAWA
39
Moss Adams Wealth Advisors
Washington
$68.3M +$2.48M +42,851 +4%
TTSTC
40
Texas Treasury Safekeeping Trust Company
Texas
$65.5M
VA
41
Valmark Advisers
Ohio
$59M +$1.37M +23,723 +2%
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$58.6M +$16.1M +278,817 +38%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.5M +$3.9M +67,431 +7%
FLPIM
44
F.L. Putnam Investment Management
Massachusetts
$57.3M +$1.53M +26,470 +3%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$53.1M +$20.2M +349,757 +62%
GWM
46
Gitterman Wealth Management
New Jersey
$52.1M -$211K -3,643 -0.4%
PCM
47
Permanent Capital Management
Illinois
$49.4M +$47.8M +826,342 New
MIFH
48
Migdal Insurance & Financial Holdings
Israel
$48.7M +$48.3M +836,017 New
LSAG
49
Lake Street Advisors Group
New Hampshire
$47.6M +$9.59M +165,957 +25%
Truist Financial
50
Truist Financial
North Carolina
$46.9M +$1.49M +25,693 +3%

VGIT Hedge Fund Activity: Q2 2024 in Review

676 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2024, worth a combined $22.3B — up 9.1% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VGIT positions and 53 closed out — a net gain of 22 holders — while 340 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 676 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2024, up from 663 in Q1 2024.
  • Funds reported $22.3B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 75 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2024 and 53 closed out, a net change of +22 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2024 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2024.