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Vanguard Intermediate-Term Treasury ETF

659 hedge funds and large institutions have $17.5B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 256 increasing their positions, 189 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 61

35% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 189

34% more capital invested

Capital invested by funds: $13B → $17.5B (+$4.47B)

29% more funds holding in top 10

Funds holding in top 10: 7799 (+22)

16% more funds holding

Funds holding: 569659 (+90)

3.97% more ownership

Funds ownership: 76.5%80.47% (+4%)

46% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $3.26M

Holders
659
Holders Change
+90
Holders Change %
+15.82%
% of All Funds
9.61%
Holding in Top 10
99
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
163
Increased
256
Reduced
189
Closed
61
Calls
$1.74M
Puts
$3.26M
Net Calls
-$1.51M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
701
Baker Avenue Asset Management
California
-$107K -1,881 Closed
OA
702
Operose Advisors
Wisconsin
-$99.8K -1,747 Closed
CIA
703
Choate Investment Advisors
Massachusetts
-$96.6K -1,690 Closed
SIC
704
SJS Investment Consulting
Ohio
-$94.6K -1,656 Closed
Toronto Dominion Bank
705
Toronto Dominion Bank
Ontario, Canada
-$74.8K -1,309 Closed
BCM
706
BluePath Capital Management
Georgia
-$56.2K -983 Closed
AWA
707
Authentikos Wealth Advisory
California
-$47.7K -835 Closed
CTC
708
Central Trust Company
Missouri
-$24.2K -423 Closed
LF
709
Lee Financial
Texas
-$16.9K -295 Closed
SCA
710
Stonebridge Capital Advisors
Minnesota
-$7.77K -136 Closed
TRCT
711
Tower Research Capital (TRC)
New York
-$5.66K -99 Closed
SFA
712
Semmax Financial Advisors
North Carolina
-$5.13K -90 Closed
KFS
713
Kelly Financial Services
Massachusetts
-$4.14K -72 Closed
Simplex Trading
714
Simplex Trading
Illinois
-$3K -66 Closed
VAG
715
VisionPoint Advisory Group
Texas
-$2.52K -44 Closed
BBHC
716
Brown Brothers Harriman & Co
New York
-$1.83K -32 Closed
CWM
717
CarsonAllaria Wealth Management
Illinois
-$1.66K -29 Closed
FA
718
Faithward Advisors
Pennsylvania
-$1.14K -20 Closed
RIA
719
Realta Investment Advisors
Delaware
-$1.11K -19 Closed
PMFA
720
Plante Moran Financial Advisors
Michigan
-$743 -13 Closed
PCTC
721
Perkins Coie Trust Company
Washington
-$685 -12 Closed
TCM
722
Tradewinds Capital Management
Washington
-$229 -4 Closed

VGIT Hedge Fund Activity: Q4 2023 in Review

659 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2023, worth a combined $17.5B — up 34% from $13B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new VGIT positions and 61 closed out — a net gain of 102 holders — while 256 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.22B. The largest seller was JP Morgan Chase, cutting an estimated $235M.

  • 659 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2023, up from 569 in Q3 2023.
  • Funds reported $17.5B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 163 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2023 and 61 closed out, a net change of +102 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2023 was Fidelity Investments, an estimated $1.22B added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2023 was JP Morgan Chase, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2023.