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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

568 hedge funds and large institutions have $13B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 253 increasing their positions, 163 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+14
Holders Change %
+2.53%
% of All Funds
9.06%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.23%
New
86
Increased
253
Reduced
163
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.62B
2
SCM
SCS Capital Management
Massachusetts
+$487M
3
Morgan Stanley
Morgan Stanley
New York
+$454M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$344M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$293M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
-$43.9M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$28.5M
3
OP
ORG Partners
Indiana
-$25.1M
4
RCM
Rain Capital Management
Oregon
-$21M
5
SFS
Strategic Financial Services
New York
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
476
National Bank of Canada
Quebec, Canada
$124K – – –
First Manhattan
477
First Manhattan
New York
$121K +$19.4K +340 +19%
MAM
478
Marquette Asset Management
Minnesota
$118K +$118K +2,072 New
AWM
479
Angeles Wealth Management
California
$116K +$11.4K +200 +11%
HL
480
HeadInvest LLC
Maine
$116K +$116K +2,045 New
IWP
481
Icon Wealth Partners
Texas
$111K – – –
CT
482
Cambridge Trust
Massachusetts
$110K – – –
BAAM
483
Baker Avenue Asset Management
California
$107K -$12.3K -216 -10%
SMA
484
Sage Mountain Advisors
Georgia
$103K – – –
NFSG
485
Newbridge Financial Services Group
Florida
$102K +$94.5K +1,654 +1,272%
GWM
486
Geneos Wealth Management
Colorado
$101K +$18.6K +325 +22%
OA
487
Operose Advisors
Wisconsin
$99.8K +$99.8K +1,747 New
CIA
488
Choate Investment Advisors
Massachusetts
$96.6K -$857 -15 -0.9%
GRP
489
Global Retirement Partners
California
$95.3K -$10.9K -193 -10%
SIC
490
SJS Investment Consulting
Ohio
$94.6K +$94.6K +1,656 New
RFG
491
RFP Financial Group
Georgia
$92.8K +$92.8K +1,623 New
SIS
492
Sound Income Strategies
Florida
$89.7K -$1.94K -34 -2%
NS
493
NBC Securities
Alabama
$89K +$89K +1,567 New
CPG
494
Cornerstone Planning Group
New Jersey
$86.9K -$46.5K -814 -35%
AW
495
Avion Wealth
Texas
$85K +$7.19K +128 +9%
CBT
496
Central Bank & Trust
Kentucky
$78.3K +$78.3K +1,370 New
RCM
497
Rain Capital Management
Oregon
$76.2K -$21M -367,016 -100%
SS
498
Sunbelt Securities
Texas
$76K +$26.1K +456 +52%
Toronto Dominion Bank
499
Toronto Dominion Bank
Ontario, Canada
$74.8K +$74.8K +1,309 New
IFAM
500
Institutional & Family Asset Management
Colorado
$68.4K – – –
18 19
20
21 22