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Vanguard Intermediate-Term Treasury ETF
VGIT

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: 659 → 663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 99 → 98 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.1B
2
Bank of America
Bank of America
North Carolina
+$170M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$165M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
NL
NEPC LLC
Massachusetts
+$106M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$764M
2
MIS
Morningstar Investment Services
Illinois
-$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$78M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
651
Caldwell Sutter Capital
California
$2.58K – – –
PFM
652
Phillips Financial Management
Indiana
$2.52K – – –
NP
653
NorthRock Partners
Minnesota
$2.49K -$14.2K -242 -85%
WCM
654
Winthrop Capital Management
Indiana
$2K +$2.29K +39 New
APC
655
Aspire Private Capital
North Carolina
$1.7K +$1.7K +29 New
MAWCM
656
Mine & Arao Wealth Creation & Management
California
$1.7K +$1.7K +29 New
KFI
657
Key Financial Inc
Pennsylvania
$1.52K – – –
LFG
658
Larson Financial Group
Missouri
$1.41K – – –
RA
659
Ransom Advisory
Rhode Island
$1.17K +$1.17K +20 New
GWM
660
Geneos Wealth Management
Colorado
$1.05K -$104K -1,777 -99%
ADL
661
Asset Dedication LLC
California
$1K +$1.06K +18 New
CTC
662
Central Trust Company
Missouri
$937 +$939 +16 New
RIA
663
Realta Investment Advisors
Delaware
$644 +$645 +11 New
FPFS
664
First Personal Financial Services
North Carolina
$293 +$293 +5 New
OCM
665
Orion Capital Management
California
$234 – – –
RS
666
Rakuten Securities
Japan
$117 +$117 +2 New
GI
667
Gradient Investments
Minnesota
$46 -$16.6K -283 -100%
Schroder Investment Management Group
668
Schroder Investment Management Group
United Kingdom
– -$27.5M -463,890 Closed
RCF
669
Rainwater Charitable Foundation
Texas
– -$21.9M -368,859 Closed
CW
670
Connectus Wealth
Ohio
– -$14.6M -246,463 Closed
Bank of Nova Scotia
671
Bank of Nova Scotia
Ontario, Canada
– -$11.8M -198,714 Closed
VA
672
Vident Advisory
Georgia
– -$10.4M -174,905 Closed
RC
673
Rareview Capital
Nevada
– -$8.19M -137,985 Closed
APCM
674
Alaska Permanent Capital Management
Alaska
– -$8.13M -137,103 Closed
OCM
675
One Capital Management
California
– -$7.17M -120,928 Closed
25 26
27
28 29

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.