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Vanguard Intermediate-Term Treasury ETF

710 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 363 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $725K

101% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 181

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $22.3B → $23.8B (+$1.56B)

5% more funds holding

Funds holding: 676710 (+34)

1.02% less ownership

Funds ownership: 73.96%72.94% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
710
Holders Change
+34
Holders Change %
+5.03%
% of All Funds
10.2%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.44%
New
90
Increased
363
Reduced
181
Closed
46
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
51
Migdal Insurance & Financial Holdings
Israel
$59.7M +$9.04M +151,483 +18%
KWM
52
Kingsview Wealth Management
Oregon
$56M +$9.71M +162,735 +21%
BC
53
Burney Company
Virginia
$52.5M +$21.1M +353,839 +69%
CPCM
54
Cardinal Point Capital Management
Ontario, Canada
$51.2M +$6.19M +103,782 +14%
LSAG
55
Lake Street Advisors Group
New Hampshire
$49.5M +$140K +2,346 +0.3%
LW
56
Libra Wealth
California
$47.6M +$1.92M +32,209 +4%
C
57
Cliffwater
California
$46.4M
HDIM
58
Hanson & Doremus Investment Management
Vermont
$46.4M +$2.95M +49,373 +7%
TWM
59
Tanglewood Wealth Management
Texas
$45.5M -$1.81M -30,327 -4%
KCM
60
Kathmere Capital Management
Pennsylvania
$44.8M +$44.3M +742,093 New
AI
61
Atria Investments
North Carolina
$44M -$285K -4,783 -0.7%
OCG
62
Opus Capital Group
Ohio
$42.8M +$5.13M +85,940 +14%
BPWM
63
Badgley Phelps Wealth Managers
Washington
$42.5M +$872K +14,614 +2%
PG
64
Proffitt & Goodson
Tennessee
$42.4M +$1.21M +20,236 +3%
PP
65
PrairieView Partners
Minnesota
$42.2M +$2.82M +47,296 +7%
Truist Financial
66
Truist Financial
North Carolina
$41.9M -$6.69M -112,114 -14%
JHU
67
Johns Hopkins University
Maryland
$41.2M +$40.7M +682,604 New
CA
68
Cambridge Associates
Massachusetts
$40.4M +$17.1M +286,979 +75%
B
69
Birchbrook
Maine
$38.3M -$846K -14,168 -2%
TIA
70
Traphagen Investment Advisors
New Jersey
$36.1M +$2.17M +36,392 +6%
GI
71
GLOBALT Investments
Georgia
$35.8M -$1.62M -27,077 -4%
AWM
72
AE Wealth Management
Kansas
$35.6M +$6.54M +109,566 +23%
EWM
73
Executive Wealth Management
Michigan
$35.5M +$863K +14,468 +3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$35.4M +$316K +5,299 +0.9%
OC
75
Oakworth Capital
Alabama
$33.9M +$3.25M +54,456 +11%

VGIT Hedge Fund Activity: Q3 2024 in Review

710 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2024, worth a combined $23.8B — up 7% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 46 closed out — a net gain of 44 holders — while 363 added to existing stakes and 181 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 710 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2024, up from 676 in Q2 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2024 and 46 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $418M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2024.