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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

675 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, 339 increasing their positions, 177 reducing their positions, and 52 closing their positions.

Holders
675
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.82%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.5%
New
75
Increased
339
Reduced
177
Closed
52
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.16B
2
Cerity Partners
2
Cerity Partners
New York
$103M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.13B
4
Creative Planning
4
Creative Planning
Kansas
$625M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$882M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36B
2
RVPG
2
Relative Value Partners Group
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
EEP
4
Edgehill Endowment Partners
Connecticut
$93.6M
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
26
First Interstate Bank
Montana
$132M -$1.76M -30,233 -1%
Charles Schwab
27
Charles Schwab
California
$124M -$4.17M -71,564 -3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$120M -$4.37M -75,103 -4%
MIS
29
Morningstar Investment Services
Illinois
$119M -$1.08M -18,569 -0.9%
FG
30
Foster Group
Iowa
$116M +$7.56M +129,803 +7%
Cerity Partners
31
Cerity Partners
New York
$103M +$89.1M +1,530,111 +627%
EEP
32
Edgehill Endowment Partners
Connecticut
$93.6M -$27.2M -467,447 -23%
JPG
33
Jordan Park Group
California
$85.7M -$16.7M -286,711 -16%
BSB
34
Bangor Savings Bank
Maine
$80.7M +$4.29M +73,726 +6%
LPL Financial
35
LPL Financial
California
$79.7M +$8.64M +148,319 +12%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$76.1M -$6.65M -114,248 -8%
VFA
37
Valeo Financial Advisors
Indiana
$71.3M +$3.84M +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 +$2.5M +42,851 +4%
TTSTC
40
Texas Treasury Safekeeping Trust Company
Texas
$65.5M – – –
VA
41
Valmark Advisers
Ohio
$59M +$1.38M +23,723 +2%
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$58.6M +$16.2M +278,817 +38%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.5M +$3.93M +67,431 +7%
FLPIM
44
F.L. Putnam Investment Management
Massachusetts
$57.3M +$1.54M +26,470 +3%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$53.1M +$20.4M +349,757 +62%
GWM
46
Gitterman Wealth Management
New Jersey
$52.1M -$212K -3,643 -0.4%
PCM
47
Permanent Capital Management
Illinois
$49.4M +$49.4M +826,342 New
MIFH
48
Migdal Insurance & Financial Holdings
Israel
$48.7M +$48.7M +836,017 New
LSAG
49
Lake Street Advisors Group
New Hampshire
$47.6M +$9.66M +165,957 +25%
Truist Financial
50
Truist Financial
North Carolina
$46.9M +$1.5M +25,693 +3%
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