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Vanguard Intermediate-Term Treasury ETF
VGIT

808 hedge funds and large institutions have $24.6B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 344 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 57

129% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $499K

57% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 219

27% more funds holding in top 10

Funds holding in top 10: 100 → 127 (+27)

14% more funds holding

Funds holding: 710 → 808 (+98)

3% more capital invested

Capital invested by funds: $23.8B → $24.6B (+$816M)

0.68% more ownership

Funds ownership: 72.94% → 73.62% (+0.68%)

Holders
808
Holders Change
+98
Holders Change %
+13.8%
% of All Funds
10.64%
Holding in Top 10
127
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27%
% of All Funds
1.67%
New
167
Increased
344
Reduced
219
Closed
57
Calls
$1.14M
Puts
$499K
Net Calls
+$644K
Net Calls Change
-$244K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$776M
2
SFS
Strategic Financial Services
New York
+$112M
3
BTI
Blue Trust Inc
Georgia
+$100M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$98M
5
Morgan Stanley
Morgan Stanley
New York
+$94.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$354M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$221M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$205M
4
MIS
Morningstar Investment Services
Illinois
-$104M
5
G
GenTrust
Florida
-$73.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
601
Waller Financial Planning Group
Ohio
$304K +$23.2K +395 +8%
EFN
602
Equita Financial Network
Pennsylvania
$303K – – –
EWM
603
Evercore Wealth Management
New York
$301K +$305K +5,197 New
JWA
604
JFS Wealth Advisors
Pennsylvania
$301K -$26.6K -453 -8%
IIC
605
Integrated Investment Consultants
Michigan
$301K +$26.8K +456 +10%
SAG
606
SageView Advisory Group
California
$300K +$30.5K +519 +11%
JWCA
607
J.W. Coons Advisors
Ohio
$300K – – –
CWM
608
Cornerstone Wealth Management
Missouri
$299K +$303K +5,158 New
SHJ
609
Sharkey, Howes & Javer
Colorado
$295K +$29.9K +509 +11%
CB
610
Cadence Bank
Mississippi
$293K +$1.94K +33 +0.7%
GIA
611
Gladstone Institutional Advisory
Florida
$292K +$66.5K +1,131 +29%
DI
612
Disciplined Investments
Oklahoma
$289K +$293K +4,987 New
CWM
613
Calamos Wealth Management
Illinois
$289K +$353 +6 +0.1%
AFA
614
American Financial Advisors
Georgia
$287K -$101K -1,723 -26%
BJL
615
Brighton Jones LLC
Washington
$287K +$291K +4,944 New
NI
616
Natural Investments
California
$283K +$288K +4,895 New
BP
617
BWM Planning
Texas
$283K – – –
PAW
618
Plan A Wealth
Nebraska
$280K +$284K +4,829 New
SPC
619
Sigma Planning Corp
Michigan
$278K +$281K +4,788 New
FC
620
Financial Council
Maryland
$276K +$353 +6 +0.1%
TBT
621
Texas Bank & Trust
Texas
$276K +$279K +4,755 New
RSA
622
River Street Advisors
Illinois
$276K -$706K -12,009 -72%
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$274K +$3.82K +65 +1%
CPA
624
Capital Planning Advisors
California
$273K – – –
DC
625
Davenport & Co
Virginia
$270K -$1.23K -21 -0.4%
23 24
25
26 27

VGIT Hedge Fund Activity: Q4 2024 in Review

808 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2024, worth a combined $24.6B — up 3.4% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new VGIT positions and 57 closed out — a net gain of 110 holders — while 344 added to existing stakes and 219 trimmed.

The largest buyer was Bank of America, adding an estimated $776M. The largest seller was JP Morgan Chase, cutting an estimated $354M.

  • 808 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2024, up from 710 in Q3 2024.
  • Funds reported $24.6B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 167 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2024 and 57 closed out, a net change of +110 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2024 was Bank of America, an estimated $776M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2024.