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Vanguard Intermediate-Term Treasury ETF

808 hedge funds and large institutions have $24.6B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 344 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 57

129% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $499K

57% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 219

27% more funds holding in top 10

Funds holding in top 10: 100127 (+27)

14% more funds holding

Funds holding: 710808 (+98)

3% more capital invested

Capital invested by funds: $23.8B → $24.6B (+$816M)

0.68% more ownership

Funds ownership: 72.94%73.62% (+0.68%)

Holders
808
Holders Change
+98
Holders Change %
+13.8%
% of All Funds
10.64%
Holding in Top 10
127
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27%
% of All Funds
1.67%
New
167
Increased
344
Reduced
219
Closed
57
Calls
$1.14M
Puts
$499K
Net Calls
+$644K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$135M +$2.27M +38,539 +2%
FG
27
Foster Group
Iowa
$125M +$6.84M +116,391 +6%
Charles Schwab
28
Charles Schwab
California
$121M +$2.3M +39,138 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$115M -$2.65M -45,064 -2%
SFS
30
Strategic Financial Services
New York
$113M +$112M +1,909,312 +6,078%
Corient Private Wealth
31
Corient Private Wealth
Florida
$105M -$980K -16,675 -0.9%
GWM
32
Gitterman Wealth Management
New Jersey
$104M +$598K +10,168 +0.6%
LPL Financial
33
LPL Financial
California
$102M +$3.57M +60,714 +4%
State of Tennessee, Department of Treasury
34
State of Tennessee, Department of Treasury
Tennessee
$96.7M +$98M +1,666,581 New
Raymond James Financial
35
Raymond James Financial
Florida
$95M +$96.3M +1,638,481 New
CA
36
Cambridge Associates
Massachusetts
$94.1M +$56.1M +954,151 +143%
BSB
37
Bangor Savings Bank
Maine
$87.9M +$5.09M +86,615 +6%
VFA
38
Valeo Financial Advisors
Indiana
$81.4M +$4.62M +78,613 +6%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$76.9M +$10.9M +186,283 +16%
FIB
40
First Interstate Bank
Montana
$75.5M -$3.86M -65,661 -5%
JPG
41
Jordan Park Group
California
$74.2M -$3.12M -53,143 -4%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$71.8M +$52.4M +891,502 +258%
G
43
GenTrust
Florida
$69.8M -$73.8M -1,255,395 -51%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$68M +$4.49M +76,432 +7%
MAWA
45
Moss Adams Wealth Advisors
Washington
$67.4M +$1.31M +22,316 +2%
TTSTC
46
Texas Treasury Safekeeping Trust Company
Texas
$65.2M
PCM
47
Permanent Capital Management
Illinois
$62.9M +$63.8M +1,085,193 New
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$62.2M -$12.4M -210,900 -16%
MIFH
49
Migdal Insurance & Financial Holdings
Israel
$60.9M +$3.71M +63,137 +6%
BC
50
Burney Company
Virginia
$59.6M +$9.29M +158,063 +18%

VGIT Hedge Fund Activity: Q4 2024 in Review

808 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2024, worth a combined $24.6B — up 3.4% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new VGIT positions and 57 closed out — a net gain of 110 holders — while 344 added to existing stakes and 219 trimmed.

The largest buyer was Bank of America, adding an estimated $776M. The largest seller was JP Morgan Chase, cutting an estimated $354M.

  • 808 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2024, up from 710 in Q3 2024.
  • Funds reported $24.6B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 167 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2024 and 57 closed out, a net change of +110 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2024 was Bank of America, an estimated $776M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2024.