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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
CFO
601
CVA Family Office
Colorado
$61.1K
TCOV
602
Trust Company of Vermont
Vermont
$59.2K
Bessemer Group
603
Bessemer Group
New Jersey
$58K +$520 +9 +0.9%
NP
604
NorthRock Partners
Minnesota
$57.9K +$55K +952 +2,214%
WP
605
WealthShield Partners
North Carolina
$57.1K +$45.8K +793 +424%
WWP
606
WR Wealth Planners
Missouri
$57K
WT
607
Washington Trust
Rhode Island
$50.5K +$35K +605 +231%
TWP
608
Triad Wealth Partners
Kansas
$50.2K +$49.8K +862 New
HGERS
609
Householder Group Estate & Retirement Specialist
Arizona
$49K +$58 +1 +0.1%
VWWMG
610
Vermillion & White Wealth Management Group
Pennsylvania
$46.3K
FPF
611
First Pacific Financial
Washington
$43.6K -$38.7K -669 -47%
JWA
612
JFS Wealth Advisors
Pennsylvania
$43.5K +$43.2K +747 New
OSAM
613
O'Shaughnessy Asset Management
Connecticut
$43.4K -$1.03M -17,834 -96%
IHWM
614
Iron Horse Wealth Management
Iowa
$40.8K
HT
615
Headlands Technologies
Illinois
$36.3K +$36K +623 New
BCMLT
616
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.6K +$35.4K +612 New
CIA
617
Cape Investment Advisory
Georgia
$35.3K -$3.41K -59 -9%
AWM
618
AllSquare Wealth Management
New York
$35.3K
MBFW
619
Morton Brown Family Wealth
Pennsylvania
$34.9K +$34.3K +594 New
GWM
620
Geneos Wealth Management
Colorado
$33.2K +$32K +553 +3,072%
HGA
621
Hobbs Group Advisors
South Carolina
$31.4K +$31.2K +540 New
PFBT
622
Parkside Financial Bank & Trust
Missouri
$31.2K +$31K +536 New
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.9K
SS
624
Sunbelt Securities
Texas
$30.9K -$3.12K -54 -9%
GI
625
GAMMA Investing
California
$30.9K +$30.7K +531 New

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.