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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

659 hedge funds and large institutions have $17.5B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 256 increasing their positions, 189 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+91
Holders Change %
+16.02%
% of All Funds
9.66%
Holding in Top 10
99
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.57%
% of All Funds
1.45%
New
163
Increased
256
Reduced
189
Closed
60
Calls
$1.74M
Puts
$3.26M
Net Calls
-$1.51M
Net Calls Change
-$1.79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.26B
2
Morgan Stanley
Morgan Stanley
New York
+$963M
3
Bank of America
Bank of America
North Carolina
+$906M
4
G
GenTrust
Florida
+$114M
5
MIS
Morningstar Investment Services
Illinois
+$114M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$242M
2
Empower Advisory Group
Empower Advisory Group
Colorado
-$163M
3
State Street
State Street
Massachusetts
-$59.3M
4
BA
Bridgewater Advisors
New York
-$51.4M
5
Goldman Sachs
Goldman Sachs
New York
-$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
501
McKinley Carter Wealth Services
West Virginia
$272K -$34.4K -580 -11%
PA
502
PFG Advisors
Arizona
$271K -$123K -2,068 -31%
BHWM
503
Beaird Harris Wealth Management
Texas
$271K +$271K +4,562 New
CA
504
Clearstead Advisors
Ohio
$270K -$270K -4,554 -50%
C
505
Covestor
United Kingdom
$269K +$17.6K +297 +7%
OC
506
Opinicus Capital
Florida
$269K +$269K +4,527 New
AC
507
Anson Capital
Georgia
$266K +$266K +4,498 New
MBT
508
Montecito Bank & Trust
California
$266K +$266K +4,485 New
DWM
509
Drive Wealth Management
Utah
$261K -$4.03K -68 -2%
SHJ
510
Sharkey, Howes & Javer
Colorado
$260K -$369K -6,218 -59%
CSWG
511
Cardinal Strategic Wealth Guidance
Kentucky
$260K – – –
DCM
512
Davidson Capital Management
Texas
$258K +$258K +4,351 New
FWM
513
Focused Wealth Management
New York
$256K -$652 -11 -0.3%
LA
514
Latitude Advisors
Florida
$256K -$9.49K -160 -4%
CWP
515
Core Wealth Partners
California
$255K -$169K -2,853 -40%
MW
516
Marks Wealth
Maryland
$252K +$252K +4,251 New
WJA
517
Willis Johnson & Associates
Texas
$251K -$1.62M -27,349 -87%
ATI
518
ARK & TLK Investments
Oklahoma
$250K +$250K +4,206 New
MAM
519
McLean Asset Management
Virginia
$249K +$13K +221 +6%
FWP
520
Falcon Wealth Planning
California
$246K +$10.3K +173 +4%
LAS
521
Lloyd Advisory Services
Georgia
$244K +$244K +4,105 New
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$242K -$5.87K -99 -2%
CCP
523
Carmel Capital Partners
California
$242K +$26.6K +448 +12%
FCA
524
FinTrust Capital Advisors
South Carolina
$241K -$46.9K -790 -16%
BRWA
525
B. Riley Wealth Advisors
Florida
$240K +$10.1K +170 +4%
19 20
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