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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
SIS
576
Sound Income Strategies
Florida
$83K -$6.69K -114 -7%
FPF
577
First Pacific Financial
Washington
$83K +$59 +1 +0.1%
BWL
578
Bogart Wealth LLC
Virginia
$82.8K +$25.8K +440 +45%
GEA
579
Glen Eagle Advisors
New Jersey
$82.3K
CIAS
580
Capital Investment Advisory Services
North Carolina
$80.7K -$35.9K -612 -31%
CBT
581
Central Bank & Trust
Kentucky
$80.2K
RCM
582
Rain Capital Management
Oregon
$79.3K +$411 +7 +0.5%
AF
583
Advisornet Financial
Minnesota
$78.6K -$1.8M -30,604 -96%
EAM
584
Empirical Asset Management
Massachusetts
$73.1K +$3.7M +63,103 New
FDCP
585
Foster Dykema Cabot & Partners
Massachusetts
$72.5K +$72.7K +1,239 New
IFAM
586
Institutional & Family Asset Management
Colorado
$70K
FDCDDQ
587
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.6K -$3.81K -65 -5%
USB
588
Union Savings Bank
Connecticut
$62.6K -$1.52K -26 -2%
CFO
589
CVA Family Office
Colorado
$61.5K
BIM
590
Breakwater Investment Management
Washington
$59.7K +$59.8K +1,020 New
SC
591
SouthState Corp
Florida
$59.7K
TCOV
592
Trust Company of Vermont
Vermont
$59.5K +$59.6K +1,016 New
Bessemer Group
593
Bessemer Group
New Jersey
$58K +$469 +8 +0.8%
WWP
594
WR Wealth Planners
Missouri
$57.4K -$2.38M -40,541 -98%
PA
595
Pineridge Advisors
Missouri
$57.1K -$11.7K -200 -17%
WB
596
Webster Bank
Connecticut
$56.3K
VCM
597
Versant Capital Management
Arizona
$50.7K +$50.8K +866 New
HGERS
598
Householder Group Estate & Retirement Specialist
Arizona
$49.5K +$59 +1 +0.1%
VWWMG
599
Vermillion & White Wealth Management Group
Pennsylvania
$46.5K +$46.6K +795 New
AFG
600
Albion Financial Group
Utah
$43.9K

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.