We are live on ! Find out more
VGIT icon

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
CL
501
Choreo LLC
Illinois
$275K -$9.51K -162 -3%
GAA
502
Global Assets Advisory
Florida
$274K +$933K +15,903 New
RSA
503
River Street Advisors
Illinois
$272K +$272K +4,642 New
OC
504
Opinicus Capital
Florida
$271K +$6.45K +110 +2%
MNBTD
505
Moody National Bank Trust Division
Texas
$270K – – –
DC
506
Davenport & Co
Virginia
$269K +$65.7K +1,120 +32%
PA
507
PFG Advisors
Arizona
$268K -$59 -1 -0%
C
508
Covestor
United Kingdom
$266K – – –
UWPG
509
Ullmann Wealth Partners Group
Florida
$265K -$39.5K -674 -13%
SW
510
Schulz Wealth
Texas
$265K +$266K +4,526 New
GWM
511
Gray Wealth Management
Maine
$264K -$49.8K -848 -16%
SB
512
Strategic Blueprint
Georgia
$263K -$14K -239 -5%
CA
513
Clearstead Advisors
Ohio
$263K – – –
GFP
514
Gryphon Financial Partners
Ohio
$259K +$259K +4,420 New
BW
515
BIP Wealth
Georgia
$258K +$258K +4,399 New
EFN
516
Equita Financial Network
Pennsylvania
$257K +$257K +4,388 New
MCCP
517
Mission Creek Capital Partners
California
$256K -$332K -5,664 -56%
BHWM
518
Beaird Harris Wealth Management
Texas
$254K -$13.4K -229 -5%
LA
519
Latitude Advisors
Florida
$253K +$293 +5 +0.1%
SFA
520
Source Financial Advisors
New York
$251K -$160K -2,734 -39%
MSFS
521
Main Street Financial Solutions
Pennsylvania
$250K +$251K +4,274 New
DWM
522
Drive Wealth Management
Utah
$250K -$7.98K -136 -3%
AC
523
Anson Capital
Georgia
$249K -$14.1K -241 -5%
ATI
524
ARK & TLK Investments
Oklahoma
$246K – – –
FWP
525
Falcon Wealth Planning
California
$244K +$880 +15 +0.4%
19 20
21
22 23

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.