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Vanguard Intermediate-Term Treasury ETF

676 hedge funds and large institutions have $22.3B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 340 increasing their positions, 177 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 177

76% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $833K

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

9% more capital invested

Capital invested by funds: $20.4B → $22.3B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 98103 (+5)

2% more funds holding

Funds holding: 663676 (+13)

4.02% less ownership

Funds ownership: 77.98%73.96% (-4%)

Holders
676
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.76%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.49%
New
75
Increased
340
Reduced
177
Closed
53
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
526
Capital Planning Advisors
California
$274K
OC
527
Opinicus Capital
Florida
$272K +$2.43K +42 +0.9%
DW30
528
Drucker Wealth 3.0
New Jersey
$269K +$267K +4,620 New
MNBTD
529
Moody National Bank Trust Division
Texas
$269K
BHWM
530
Beaird Harris Wealth Management
Texas
$267K +$14.5K +251 +6%
MSFS
531
Main Street Financial Solutions
Pennsylvania
$266K +$16.9K +292 +7%
SHJ
532
Sharkey, Howes & Javer
Colorado
$265K -$14K -243 -5%
CA
533
Clearstead Advisors
Ohio
$265K
WFPG
534
Waller Financial Planning Group
Ohio
$265K +$263K +4,549 New
DC
535
Davenport & Co
Virginia
$263K -$4.34K -75 -2%
JWCA
536
J.W. Cole Advisors
Florida
$259K +$257K +4,442 New
LA
537
Latitude Advisors
Florida
$254K +$2.54K +44 +1%
MCWS
538
McKinley Carter Wealth Services
West Virginia
$253K -$34K -588 -12%
WJA
539
Willis Johnson & Associates
Texas
$251K +$35.8K +619 +17%
PI
540
PFG Investments
New York
$250K -$2.05M -35,373 -89%
DWM
541
Drive Wealth Management
Utah
$249K +$289 +5 +0.1%
AC
542
Anson Capital
Georgia
$248K
ATI
543
ARK & TLK Investments
Oklahoma
$245K
SFA
544
Source Financial Advisors
New York
$241K -$8.79K -152 -4%
SB
545
Sunflower Bank
Texas
$239K +$238K +4,108 New
ACA
546
Aptus Capital Advisors
Alabama
$239K +$1.62K +28 +0.7%
FCA
547
FinTrust Capital Advisors
South Carolina
$237K
MA
548
Montag & Associates
Georgia
$236K
FWP
549
Falcon Wealth Planning
California
$232K -$11K -190 -5%
GA
550
Greenspring Advisors
Maryland
$231K

VGIT Hedge Fund Activity: Q2 2024 in Review

676 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2024, worth a combined $22.3B — up 9.1% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VGIT positions and 53 closed out — a net gain of 22 holders — while 340 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 676 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2024, up from 663 in Q1 2024.
  • Funds reported $22.3B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 75 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2024 and 53 closed out, a net change of +22 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2024 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2024.