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Vanguard Intermediate-Term Treasury ETF

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: 659663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 9998 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
701
Facet Wealth Inc
Maryland
-$324K -5,510 Closed
MGIA
702
Moneta Group Investment Advisors
Missouri
-$305K -5,149 Closed
GG
703
GenWealth Group
New Jersey
-$286K -4,814 Closed
SCP
704
Syntal Capital Partners
Texas
-$274K -4,618 Closed
CSWG
705
Cardinal Strategic Wealth Guidance
Kentucky
-$260K -4,389 Closed
MW
706
Marks Wealth
Maryland
-$252K -4,251 Closed
LAS
707
Lloyd Advisory Services
Georgia
-$244K -4,105 Closed
CCP
708
Carmel Capital Partners
California
-$242K -4,077 Closed
MFP
709
Meridian Financial Partners
Virginia
-$228K -3,866 Closed
TCOO
710
Trust Company of Oklahoma
Oklahoma
-$229K -3,860 Closed
WFA
711
Wellspring Financial Advisors
Ohio
-$206K -3,465 Closed
SFS
712
Starfox Financial Services
Texas
-$205K -3,459 Closed
DWM
713
Destination Wealth Management
California
-$201K -3,396 Closed
HT
714
Headlands Technologies
Illinois
-$195K -3,285 Closed
CW
715
Cooksen Wealth
Texas
-$184K -3,107 Closed
TWC
716
TD Waterhouse Canada
Ontario, Canada
-$176K -2,989 Closed
PWA
717
Provenance Wealth Advisors
Florida
-$155K -2,612 Closed
NFA
718
Northwest Financial Advisors
Virginia
-$102K -1,717 Closed
MAM
719
Marquette Asset Management
Minnesota
-$92.2K -1,554 Closed
Federated Hermes
720
Federated Hermes
Pennsylvania
-$87.4K -1,473 Closed
AWM
721
Able Wealth Management
New Jersey
-$69.8K -1,176 Closed
TCWA
722
Turtle Creek Wealth Advisors
Texas
-$66K -1,113 Closed
ASN
723
Advisory Services Network
Georgia
-$65.3K -1,100 Closed
LPP
724
Life Planning Partners
Florida
-$52K -877 Closed
TVAMP
725
Tennessee Valley Asset Management Partners
Tennessee
-$41.6K -701 Closed

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.