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Vanguard Intermediate-Term Treasury ETF
VGIT

663 hedge funds and large institutions have $20.4B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 320 increasing their positions, 185 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 185

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

17% more capital invested

Capital invested by funds: $17.5B → $20.4B (+$2.92B)

10% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.02M

1% more funds holding

Funds holding: 659 → 663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 99 → 98 (-1)

2.49% less ownership

Funds ownership: 80.47% → 77.98% (-2.5%)

Holders
663
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
9.55%
Holding in Top 10
98
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.01%
% of All Funds
1.41%
New
90
Increased
320
Reduced
185
Closed
77
Calls
$1.12M
Puts
$1.02M
Net Calls
+$99K
Net Calls Change
+$1.61M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.1B
2
Bank of America
Bank of America
North Carolina
+$170M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$165M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
NL
NEPC LLC
Massachusetts
+$106M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$764M
2
MIS
Morningstar Investment Services
Illinois
-$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$78M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
476
Stevens Capital Partners
Nebraska
$349K +$350K +5,959 New
DADC
477
D.A. Davidson & Co
Montana
$347K +$75.7K +1,291 +28%
RIM
478
Rockbridge Investment Management
New York
$343K +$32.2K +548 +10%
CSIA
479
Charles Schwab Investment Advisory
California
$343K +$343K +5,850 New
S
480
SignatureFD
Georgia
$340K +$4.4K +75 +1%
SSWM
481
Strait & Sound Wealth Management
California
$339K – – –
GM
482
GeoWealth Management
Illinois
$338K -$82.9K -1,413 -20%
CIA
483
Compass Ion Advisors
Pennsylvania
$338K – – –
Focus Partners Wealth
484
Focus Partners Wealth
Massachusetts
$325K +$18.1K +309 +6%
PFGIA
485
Patriot Financial Group Insurance Agency
Massachusetts
$322K -$81.9K -1,396 -20%
BMCM
486
Bryn Mawr Capital Management
Pennsylvania
$320K +$121K +2,064 +61%
AFA
487
Arlington Financial Advisors
California
$318K +$318K +5,428 New
FA
488
FC Advisory
Pennsylvania
$314K -$11.1K -190 -3%
WPW
489
Watershed Private Wealth
Illinois
$314K -$2.54M -43,254 -89%
JWCA
490
J.W. Coons Advisors
Ohio
$303K – – –
SFPG
491
Stonebridge Financial Planning Group
Florida
$300K +$301K +5,130 New
SC
492
Schoolcraft Capital
Colorado
$296K +$15K +255 +5%
MCWS
493
McKinley Carter Wealth Services
West Virginia
$288K +$19.6K +334 +7%
USCWA
494
U.S. Capital Wealth Advisors
Texas
$287K -$3.4K -58 -1%
GPA
495
Guidance Point Advisors
Massachusetts
$283K +$7.33K +125 +3%
SHJ
496
Sharkey, Howes & Javer
Colorado
$281K +$24.1K +411 +9%
FC
497
Financial Council
Maryland
$277K +$469 +8 +0.2%
CA
498
Continuum Advisory
Idaho
$277K -$381K -6,490 -58%
CPA
499
Capital Planning Advisors
California
$276K – – –
DCM
500
Davidson Capital Management
Texas
$275K +$20.4K +347 +8%
18 19
20
21 22

VGIT Hedge Fund Activity: Q1 2024 in Review

663 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2024, worth a combined $20.4B — up 17% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 77 closed out — a net gain of 13 holders — while 320 added to existing stakes and 185 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.1B. The largest seller was Morgan Stanley, cutting an estimated $764M.

  • 663 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2024, up from 659 in Q4 2023.
  • Funds reported $20.4B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2024 and 77 closed out, a net change of +13 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $3.1B added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $764M sold.

Based on aggregated 13F filings for Q1 2024.