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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
TWM
51
Tanglewood Wealth Management
Texas
$45.6M -$1.72M -29,790 -4%
C
52
Cliffwater
California
$44.7M -$122K -2,116 -0.3%
KWM
53
Kingsview Wealth Management
Oregon
$44.5M +$3.89M +67,327 +10%
LW
54
Libra Wealth
California
$44M +$2.68M +46,438 +7%
CPCM
55
Cardinal Point Capital Management
Ontario, Canada
$43.3M +$2.67M +46,210 +7%
AI
56
Atria Investments
North Carolina
$42.7M +$3.82M +66,060 +10%
HDIM
57
Hanson & Doremus Investment Management
Vermont
$41.8M +$3.2M +55,400 +8%
BPWM
58
Badgley Phelps Wealth Managers
Washington
$40.1M +$482K +8,345 +1%
PG
59
Proffitt & Goodson
Tennessee
$39.6M -$702K -12,134 -2%
Goldman Sachs
60
Goldman Sachs
New York
$38.9M -$9.6M -166,009 -20%
PP
61
PrairieView Partners
Minnesota
$37.9M +$1.95M +33,750 +5%
B
62
Birchbrook
Maine
$37.7M +$410K +7,092 +1%
OCG
63
Opus Capital Group
Ohio
$36.2M +$2.29M +39,618 +7%
GI
64
GLOBALT Investments
Georgia
$36.1M +$102K +1,761 +0.3%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$33.8M +$16.3M +282,476 +95%
EWM
66
Executive Wealth Management
Michigan
$33.4M +$1.84M +31,846 +6%
Corient Private Wealth
67
Corient Private Wealth
Florida
$32.7M +$2.46M +42,587 +8%
TIA
68
Traphagen Investment Advisors
New Jersey
$32.6M +$372K +6,437 +1%
MG
69
MilWealth Group
Wisconsin
$30.2M +$1.08M +18,688 +4%
BC
70
Burney Company
Virginia
$30M +$29.8M +515,286 New
OC
71
Oakworth Capital
Alabama
$29.5M +$717K +12,395 +3%
PGA
72
Portland Global Advisors
Maine
$29.2M +$1.76M +30,389 +6%
RIG
73
RiverFront Investment Group
Virginia
$29M -$150K -2,590 -0.5%
AAS
74
Ameritas Advisory Services
Nebraska
$28.8M -$1.35M -23,293 -4%
AWM
75
AE Wealth Management
Kansas
$27.9M +$5.75M +99,482 +26%

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.