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Vanguard Intermediate-Term Treasury ETF

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: 659663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 9998 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
551
Legacy Private Trust
Wisconsin
$206K -$83.7K -1,427 -29%
RIA
552
Regal Investment Advisors
Michigan
$206K +$5.34K +91 +3%
TA
553
TrueWealth Advisors
Alabama
$201K -$645 -11 -0.3%
BJL
554
Brighton Jones LLC
Washington
$200K +$201K +3,424 New
AIP
555
Ameritas Investment Partners
Nebraska
$198K
CFB
556
Cullen/Frost Bankers
Texas
$176K -$29K -495 -14%
PTC
557
Private Trust Company
Ohio
$174K +$24.1K +411 +16%
GRP
558
Global Retirement Partners
California
$172K +$9.09K +155 +6%
PA
559
Parallel Advisors
California
$168K
RIL
560
Rothschild Investment LLC
Illinois
$158K +$158K +2,700 New
EWA
561
EP Wealth Advisors
California
$153K -$149K -2,547 -49%
BF
562
BOK Financial
Oklahoma
$149K
RFG
563
RFP Financial Group
Georgia
$146K
AWM
564
Angeles Wealth Management
California
$135K +$11.8K +201 +10%
FPB
565
First PREMIER Bank
South Dakota
$133K -$351K -5,988 -72%
KSWA
566
Kathleen S. Wright Associates
Pennsylvania
$128K
NS
567
NBC Securities
Alabama
$118K +$22.4K +381 +23%
CIBC Private Wealth Group
568
CIBC Private Wealth Group
Georgia
$117K +$118K +2,009 New
CT
569
Cambridge Trust
Massachusetts
$113K
FMP
570
Financial Management Professionals
Texas
$112K +$112K +1,916 New
SMA
571
Sage Mountain Advisors
Georgia
$106K
AW
572
Avion Wealth
Texas
$88K
OLVIG
573
Oliver Lagore Vanvalin Investment Group
Michigan
$87.9K -$56.7K -966 -39%
HR
574
Howe & Rusling
New York
$87.3K +$87.5K +1,491 New
CAL
575
Capital Analysts LLC
Pennsylvania
$85K +$176 +3 +0.2%

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.