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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
SAG
551
SageView Advisory Group
California
$282K +$278K +4,659 New
TFS
552
Thoroughbred Financial Services
Tennessee
$279K +$46.7K +782 +20%
SHJ
553
Sharkey, Howes & Javer
Colorado
$277K +$1.37K +23 +0.5%
BHWM
554
Beaird Harris Wealth Management
Texas
$276K -$1.01K -17 -0.4%
ODIJL
555
One Day In July LLC
Vermont
$273K -$115K -1,933 -30%
MSFS
556
Main Street Financial Solutions
Pennsylvania
$266K -$9.49K -159 -3%
LA
557
Latitude Advisors
Florida
$266K +$2.33K +39 +0.9%
SSWM
558
Strait & Sound Wealth Management
California
$264K -$45.1K -756 -15%
MWM
559
Mission Wealth Management
California
$264K +$261K +4,366 New
PI
560
PFG Investments
New York
$260K +$179 +3 +0.1%
MHC
561
Meyer Handelman Company
New York
$260K +$256K +4,296 New
DWM
562
Drive Wealth Management
Utah
$259K +$298 +5 +0.1%
CAM
563
Clark Asset Management
New Hampshire
$258K +$255K +4,268 New
MCWS
564
McKinley Carter Wealth Services
West Virginia
$258K -$4.48K -75 -2%
PIA
565
Perennial Investment Advisors
California
$256K -$207K -3,475 -45%
ATI
566
ARK & TLK Investments
Oklahoma
$254K
CFP
567
Cascade Financial Partners
California
$253K +$255K +4,279 New
BW
568
BIP Wealth
Georgia
$249K +$246K +4,118 New
SB
569
Sunflower Bank
Texas
$248K
FCA
570
FinTrust Capital Advisors
South Carolina
$246K
DW30
571
Drucker Wealth 3.0
New Jersey
$244K -$34.3K -574 -12%
FWM
572
Fonville Wealth Management
Virginia
$244K +$241K +4,034 New
ACA
573
Aptus Capital Advisors
Alabama
$242K -$5.37K -90 -2%
GA
574
Greenspring Advisors
Maryland
$240K
ST
575
Smithfield Trust
Pennsylvania
$239K +$236K +3,955 New

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.