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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
IRC
626
Investors Research Corp
Georgia
$14.6K
SFCL
627
Strengthening Families & Communities LLC
Massachusetts
$14K +$59 +1 +0.4%
AWM
628
Abound Wealth Management
Tennessee
$13.8K +$12.1K +207 +714%
RCM
629
Richardson Capital Management
Wisconsin
$12.4K +$59 +1 +0.5%
HC
630
Hoese & Co
Minnesota
$11.9K
MIM
631
MTM Investment Management
South Carolina
$11.7K +$11.7K +200 New
WP
632
WealthShield Partners
North Carolina
$10.9K
KHC
633
Koesten Hirschmann & Crabtree
Kansas
$9.49K
CB
634
Centennial Bank
Arkansas
$9.48K +$9.51K +162 New
AWM
635
Avior Wealth Management
Nebraska
$8.61K
HIA
636
Harbor Investment Advisory
Maryland
$7.96K
AA
637
Ancora Advisors
Ohio
$7.96K +$4.99K +85 +167%
MLA
638
MB, Levis & Associates
Pennsylvania
$7.48K +$7.51K +128 New
TFA
639
Transamerica Financial Advisors
Florida
$7K +$59 +1 +0.9%
HWA
640
HHM Wealth Advisors
Tennessee
$6.26K
WWM
641
Wolff Wiese Magana
California
$5.8K
TAM
642
Tucker Asset Management
Colorado
$5.5K -$15.6K -266 -74%
WL
643
WIT LLC
District of Columbia
$5.18K
AA
644
AlphaMark Advisors
Kentucky
$5K
IGWM
645
ICA Group Wealth Management
Colorado
$4.57K +$4.58K +78 New
SIC
646
Salem Investment Counselors
North Carolina
$4.39K -$5.28K -90 -55%
CSWM
647
Cassady Schiller Wealth Management
Ohio
$4.1K +$4.11K +70 New
PCMC
648
Private Capital Management (Colorado)
Colorado
$3.1K +$3.11K +53 New
FFA
649
Frazier Financial Advisors
Ohio
$2.99K +$2.99K +51 New
ITIM
650
Indiana Trust & Investment Management
Indiana
$2.75K

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.