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Vanguard Intermediate-Term Treasury ETF

710 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 363 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $725K

101% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 181

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $22.3B → $23.8B (+$1.56B)

5% more funds holding

Funds holding: 676710 (+34)

1.02% less ownership

Funds ownership: 73.96%72.94% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
710
Holders Change
+34
Holders Change %
+5.03%
% of All Funds
10.2%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.44%
New
90
Increased
363
Reduced
181
Closed
46
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$138M +$30.9M +517,044 +29%
MIS
27
Morningstar Investment Services
Illinois
$129M +$5.67M +94,971 +5%
Charles Schwab
28
Charles Schwab
California
$124M -$4.39M -73,524 -3%
PCIG
29
Partners Capital Investment Group
Massachusetts
$123M +$95.7M +1,603,634 +369%
FG
30
Foster Group
Iowa
$123M +$2.06M +34,520 +2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$123M -$1.83M -30,650 -1%
MG
32
Mather Group
Illinois
$112M -$136M -2,276,263 -55%
Corient Private Wealth
33
Corient Private Wealth
Florida
$110M +$75M +1,256,405 +223%
GWM
34
Gitterman Wealth Management
New Jersey
$108M +$53M +887,800 +99%
LPL Financial
35
LPL Financial
California
$102M +$19.1M +320,835 +23%
EEP
36
Edgehill Endowment Partners
Connecticut
$98M +$884K +14,816 +0.9%
Goldman Sachs
37
Goldman Sachs
New York
$92.3M +$51.3M +859,460 +129%
BSB
38
Bangor Savings Bank
Maine
$86.3M +$2.57M +43,103 +3%
FIB
39
First Interstate Bank
Montana
$82.6M -$53.9M -903,944 -40%
JPG
40
Jordan Park Group
California
$80.5M -$8.38M -140,410 -10%
VFA
41
Valeo Financial Advisors
Indiana
$80M +$5.99M +100,417 +8%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$79.1M +$120K +2,017 +0.2%
Mitsubishi UFJ Asset Management
43
Mitsubishi UFJ Asset Management
Japan
$77.6M +$5.93M +99,300 +8%
MAWA
44
Moss Adams Wealth Advisors
Washington
$68.9M -$2M -33,503 -3%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$68.1M +$68M +1,138,826 New
TTSTC
46
Texas Treasury Safekeeping Trust Company
Texas
$67.9M
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.2M +$5.37M +90,027 +9%
VA
48
Valmark Advisers
Ohio
$64.8M +$3.55M +59,508 +6%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$63.4M +$3.9M +65,375 +7%
BOPW
50
Brandywine Oak Private Wealth
Pennsylvania
$61.2M +$413K +6,916 +0.7%

VGIT Hedge Fund Activity: Q3 2024 in Review

710 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2024, worth a combined $23.8B — up 7% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 46 closed out — a net gain of 44 holders — while 363 added to existing stakes and 181 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 710 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2024, up from 676 in Q2 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2024 and 46 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $418M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2024.