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Vanguard Intermediate-Term Treasury ETF

676 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, 340 increasing their positions, 177 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 177

76% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $833K

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

9% more capital invested

Capital invested by funds: $20.4B → $22.3B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 98103 (+5)

2% more funds holding

Funds holding: 663676 (+13)

4.02% less ownership

Funds ownership: 77.98%73.96% (-4%)

Holders
676
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.76%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.49%
New
75
Increased
340
Reduced
177
Closed
53
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
676
Central Trust Company
Missouri
$932
RS
677
Rakuten Securities
Japan
$757 +$636 +11 +550%
RIA
678
Realta Investment Advisors
Delaware
$641
SFC
679
Strategic Financial Concepts
Texas
$478 +$1.63M +28,245 New
FPFS
680
First Personal Financial Services
North Carolina
$292
OCM
681
Orion Capital Management
California
$233
RVPG
682
Relative Value Partners Group
-$62.7M -1,054,586 Closed
Wellington Management Group
683
Wellington Management Group
Massachusetts
-$48.2M -823,750 Closed
Nisa Investment Advisors
684
Nisa Investment Advisors
Missouri
-$20.4M -347,897 Closed
EAM
685
Empirical Asset Management
Massachusetts
-$73.1K -63,103 Closed
PPW
686
Pasadena Private Wealth
California
-$1.68M -28,618 Closed
EAM
687
Evanson Asset Management
California
-$1.25M -21,301 Closed
PBF
688
Petix & Botte Financial
California
-$1.06M -18,064 Closed
GAA
689
Global Assets Advisory
Florida
-$274K -15,903 Closed
IWA
690
Icon Wealth Advisors
Texas
-$765K -13,059 Closed
NL
691
NWAM LLC
Washington
-$629K -10,884 Closed
CBFP
692
Cedar Brook Financial Partners
Ohio
-$582K -9,948 Closed
TC
693
Trilogy Capital
California
-$533K -9,111 Closed
SWA
694
Sax Wealth Advisors
New Jersey
-$515K -8,798 Closed
RP
695
Rice Partnership
Hawaii
-$514K -8,776 Closed
LWL
696
Leo Wealth LLC
Texas
-$479K -8,174 Closed
SAW
697
Signal Advisors Wealth
Michigan
-$459K -7,842 Closed
HA
698
HC Advisors
Georgia
-$404K -6,900 Closed
MFIM
699
Mesirow Financial Investment Management
Illinois
-$377K -6,434 Closed
SAI
700
Savvy Advisors Inc
New York
-$350K -5,981 Closed

VGIT Hedge Fund Activity: Q2 2024 in Review

676 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2024, worth a combined $22.3B — up 9.1% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VGIT positions and 53 closed out — a net gain of 22 holders — while 340 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 676 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2024, up from 663 in Q1 2024.
  • Funds reported $22.3B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 75 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2024 and 53 closed out, a net change of +22 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2024 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2024.