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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
EW
551
Evoke Wealth
California
$226K -$13.3M -230,129 -98%
TFS
552
Thoroughbred Financial Services
Tennessee
$224K +$13.5K +233 +6%
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$222K -$14.2K -245 -6%
CM
554
Columbus Macro
Pennsylvania
$221K
SWP
555
Stratos Wealth Partners
Ohio
$221K -$380K -6,579 -63%
GIA
556
Gladstone Institutional Advisory
Florida
$217K -$1.56K -27 -0.7%
CWM
557
Calamos Wealth Management
Illinois
$214K
FWM
558
Focused Wealth Management
New York
$212K -$15.8K -273 -7%
PA
559
PFG Advisors
Arizona
$211K -$54.3K -940 -21%
IWM
560
IHT Wealth Management
Illinois
$210K +$208K +3,600 New
BW
561
Bison Wealth
Georgia
$208K
P
562
&Partners
Tennessee
$206K +$205K +3,542 New
LPT
563
Legacy Private Trust
Wisconsin
$205K
CJ
564
Caitlin John
Michigan
$202K -$12.6K -218 -6%
AWM
565
Austin Wealth Management
Texas
$202K +$198K +3,433 New
AIP
566
Ameritas Investment Partners
Nebraska
$197K
PTC
567
Private Trust Company
Ohio
$172K -$463 -8 -0.3%
GRP
568
Global Retirement Partners
California
$171K +$289 +5 +0.2%
PA
569
Parallel Advisors
California
$167K
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K +$155K +2,676 New
RFG
571
RFP Financial Group
Georgia
$145K
AWM
572
Angeles Wealth Management
California
$145K +$10.5K +182 +8%
CIBC Private Wealth Group
573
CIBC Private Wealth Group
Georgia
$143K +$25.4K +439 +22%
FPB
574
First PREMIER Bank
South Dakota
$133K
WB
575
Webster Bank
Connecticut
$127K +$70.9K +1,226 +127%

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.