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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
CSIA
701
Charles Schwab Investment Advisory
California
-$343K -5,850 Closed
Focus Partners Wealth
702
Focus Partners Wealth
Massachusetts
-$325K -5,543 Closed
WPW
703
Watershed Private Wealth
Illinois
-$314K -5,360 Closed
UWPG
704
Ullmann Wealth Partners Group
Florida
-$265K -4,534 Closed
SB
705
Strategic Blueprint
Georgia
-$263K -4,496 Closed
GFP
706
Gryphon Financial Partners
Ohio
-$259K -4,420 Closed
BW
707
BIP Wealth
Georgia
-$258K -4,399 Closed
MCCP
708
Mission Creek Capital Partners
California
-$256K -4,377 Closed
LNC
709
Lincoln National Corp
Pennsylvania
-$227K -3,884 Closed
FAT
710
First American Trust
California
-$227K -3,871 Closed
BRWA
711
B. Riley Wealth Advisors
Florida
-$221K -3,867 Closed
FHA
712
Flagship Harbor Advisors
Massachusetts
-$216K -3,687 Closed
WIC
713
Woodmont Investment Counsel
Tennessee
-$212K -3,624 Closed
LNWWM
714
Laird Norton Wetherby Wealth Management
California
-$209K -3,563 Closed
RIA
715
Regal Investment Advisors
Michigan
-$206K -3,511 Closed
BJL
716
Brighton Jones LLC
Washington
-$200K -3,424 Closed
FMP
717
Financial Management Professionals
Texas
-$112K -1,916 Closed
BC
718
Belmont Capital
California
-$28.2K -481 Closed
M
719
MOTCO
Texas
-$25.5K -436 Closed
AIC
720
Archer Investment Corporation
Indiana
-$20K -342 Closed
PAM
721
Palisade Asset Management
Minnesota
-$19.6K -334 Closed
CFFP
722
Center for Financial Planning
Michigan
-$19.4K -331 Closed
BL
723
Balentine LLC
Georgia
-$19.1K -327 Closed
AWM
724
Abound Wealth Management
Tennessee
-$13.8K -236 Closed
MIM
725
MTM Investment Management
South Carolina
-$11.7K -200 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.