We are live on ! Find out more
VGIT icon

Vanguard Intermediate-Term Treasury ETF

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: 100127 (+27)

14% more funds holding

Funds holding: 710808 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
651
Perennial Investment Advisors
California
$229K -$17.6K -300 -7%
SL
652
SWMG LLC
Texas
$227K +$15.9K +271 +7%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$225K -$1.29K -22 -0.6%
LA
654
Latitude Advisors
Florida
$224K -$31.6K -537 -12%
HWM
655
Howard Wealth Management
Connecticut
$223K +$226K +3,840 New
CM
656
Columbus Macro
Pennsylvania
$220K
TCA
657
Transcend Capital Advisors
New Jersey
$218K +$221K +3,758 New
SP
658
Successful Portfolios
Florida
$216K +$219K +3,720 New
PPH
659
Pure Portfolios Holdings
Oregon
$213K +$19.7K +336 +10%
CBT
660
Crews Bank & Trust
Florida
$212K +$215K +3,650 New
SWP
661
Stratos Wealth Partners
Ohio
$210K -$341K -5,806 -62%
ODIJL
662
One Day In July LLC
Vermont
$210K -$53.3K -906 -20%
AFA
663
AA Financial Advisors
Ohio
$208K
GG
664
GenWealth Group
New Jersey
$205K +$207K +3,530 New
PWM
665
Parkworth Wealth Management
California
$201K +$204K +3,463 New
AFO
666
Allie Family Office
Florida
$200K +$203K +3,456 New
WWA
667
Wingate Wealth Advisors
Massachusetts
$199K +$202K +3,438 New
CJ
668
Caitlin John
Michigan
$199K
BPAMU
669
BTG Pactual Asset Management US
New York
$198K
FWM
670
FLP Wealth Management
Arkansas
$198K +$200K +3,405 New
GSWM
671
Golden State Wealth Management
California
$183K +$186K +3,158 New
CIBC Private Wealth Group
672
CIBC Private Wealth Group
Georgia
$174K +$14.7K +250 +9%
PWA
673
Physician Wealth Advisors
Utah
$174K +$176K +3,000 New
OFG
674
Oxford Financial Group
Indiana
$172K +$174K +2,965 New
CIAS
675
Capital Investment Advisory Services
North Carolina
$161K +$9.76K +166 +6%

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.