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Vanguard Intermediate-Term Treasury ETF

710 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 363 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $725K

101% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 181

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $22.3B → $23.8B (+$1.56B)

5% more funds holding

Funds holding: 676710 (+34)

1.02% less ownership

Funds ownership: 73.96%72.94% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
710
Holders Change
+34
Holders Change %
+5.03%
% of All Funds
10.2%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.44%
New
90
Increased
363
Reduced
181
Closed
46
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Avaii Wealth Management
Wisconsin
$333K -$545K -9,138 -62%
AFA
527
Arlington Financial Advisors
California
$328K
SC
528
Schoolcraft Capital
Colorado
$327K +$19.8K +331 +7%
CAM
529
Cresset Asset Management
Illinois
$324K -$22.9K -383 -7%
AAG
530
Armstrong Advisory Group
Massachusetts
$323K -$3.76K -63 -1%
BF
531
BOK Financial
Oklahoma
$317K
EFN
532
Equita Financial Network
Pennsylvania
$316K
JWCA
533
J.W. Coons Advisors
Ohio
$313K
TIM
534
Tortoise Investment Management
New York
$312K -$283K -4,745 -48%
BAAM
535
Baker Avenue Asset Management
California
$305K +$301K +5,048 New
CB
536
Cadence Bank
Mississippi
$303K +$299K +5,017 New
BRWA
537
B. Riley Wealth Advisors
Florida
$302K +$299K +5,007 New
CWM
538
Calamos Wealth Management
Illinois
$301K +$77.6K +1,301 +35%
GRP
539
Global Retirement Partners
California
$301K +$121K +2,034 +69%
WF
540
Warner Financial
Maryland
$297K
USCWA
541
U.S. Capital Wealth Advisors
Texas
$295K +$179 +3 +0.1%
BP
542
BWM Planning
Texas
$295K +$291K +4,876 New
Millennium Management
543
Millennium Management
New York
$294K +$291K +4,869 New
WFPG
544
Waller Financial Planning Group
Ohio
$293K +$17.5K +294 +6%
FC
545
Financial Council
Maryland
$288K +$776 +13 +0.3%
IIC
546
Integrated Investment Consultants
Michigan
$286K +$283K +4,734 New
OC
547
Opinicus Capital
Florida
$285K +$2.63K +44 +0.9%
CPA
548
Capital Planning Advisors
California
$285K
DC
549
Davenport & Co
Virginia
$283K +$9.79K +164 +4%
PFGIA
550
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$39K -654 -12%

VGIT Hedge Fund Activity: Q3 2024 in Review

710 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2024, worth a combined $23.8B — up 7% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 46 closed out — a net gain of 44 holders — while 363 added to existing stakes and 181 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 710 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2024, up from 676 in Q2 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2024 and 46 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $418M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2024.