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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

675 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, 339 increasing their positions, 177 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.82%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.5%
New
75
Increased
339
Reduced
177
Closed
52
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.16B
2
Cerity Partners
2
Cerity Partners
New York
$103M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.13B
4
Creative Planning
4
Creative Planning
Kansas
$625M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$882M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36B
2
RVPG
2
Relative Value Partners Group
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
EEP
4
Edgehill Endowment Partners
Connecticut
$93.6M
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
676
Rakuten Securities
Japan
$757 +$641 +11 +550%
RIA
677
Realta Investment Advisors
Delaware
$641 – – –
SFC
678
Strategic Financial Concepts
Texas
$478 +$478 +28,245 New
FPFS
679
First Personal Financial Services
North Carolina
$292 – – –
OCM
680
Orion Capital Management
California
$233 – – –
RVPG
681
Relative Value Partners Group
– -$62.7M -1,054,586 Closed
Wellington Management Group
682
Wellington Management Group
Massachusetts
– -$48.2M -823,750 Closed
Nisa Investment Advisors
683
Nisa Investment Advisors
Missouri
– -$20.4M -347,897 Closed
EAM
684
Empirical Asset Management
Massachusetts
– -$73.1K -63,103 Closed
PPW
685
Pasadena Private Wealth
California
– -$1.68M -28,618 Closed
EAM
686
Evanson Asset Management
California
– -$1.25M -21,301 Closed
PBF
687
Petix & Botte Financial
California
– -$1.06M -18,064 Closed
GAA
688
Global Assets Advisory
Florida
– -$274K -15,903 Closed
IWA
689
Icon Wealth Advisors
Texas
– -$765K -13,059 Closed
NL
690
NWAM LLC
Washington
– -$629K -10,884 Closed
CBFP
691
Cedar Brook Financial Partners
Ohio
– -$582K -9,948 Closed
TC
692
Trilogy Capital
California
– -$533K -9,111 Closed
SWA
693
Sax Wealth Advisors
New Jersey
– -$515K -8,798 Closed
RP
694
Rice Partnership
Hawaii
– -$514K -8,776 Closed
LWL
695
Leo Wealth LLC
Texas
– -$479K -8,174 Closed
SAW
696
Signal Advisors Wealth
Michigan
– -$459K -7,842 Closed
HA
697
HC Advisors
Georgia
– -$404K -6,900 Closed
MFIM
698
Mesirow Financial Investment Management
Illinois
– -$377K -6,434 Closed
SAI
699
Savvy Advisors Inc
New York
– -$350K -5,981 Closed
CSIA
700
Charles Schwab Investment Advisory
California
– -$343K -5,850 Closed
26 27
28
29 30