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Vanguard Intermediate-Term Treasury ETF

808 hedge funds and large institutions have $24.6B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 344 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 57

129% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $499K

57% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 219

27% more funds holding in top 10

Funds holding in top 10: 100127 (+27)

14% more funds holding

Funds holding: 710808 (+98)

3% more capital invested

Capital invested by funds: $23.8B → $24.6B (+$816M)

0.68% more ownership

Funds ownership: 72.94%73.62% (+0.68%)

Holders
808
Holders Change
+98
Holders Change %
+13.8%
% of All Funds
10.64%
Holding in Top 10
127
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27%
% of All Funds
1.67%
New
167
Increased
344
Reduced
219
Closed
57
Calls
$1.14M
Puts
$499K
Net Calls
+$644K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
826
AXS Investments
New York
-$1.61M -26,638 Closed
EP
827
Edgestream Partners
New Jersey
-$1.07M -17,638 Closed
OSNBOA
828
Old Second National Bank of Aurora
Illinois
-$928K -15,352 Closed
EFG
829
Ethos Financial Group
Pennsylvania
-$875K -14,479 Closed
GC
830
Gilbert & Cook
Iowa
-$456K -7,550 Closed
QWM
831
Quadcap Wealth Management
Texas
-$456K -7,543 Closed
HWMT
832
Heritage Wealth Management (Texas)
Texas
-$412K -6,825 Closed
TCM
833
TruNorth Capital Management
Michigan
-$387K -6,400 Closed
KOC
834
Koss-Olinger Consulting
Florida
-$351K -5,807 Closed
AWM
835
Avaii Wealth Management
Wisconsin
-$333K -5,512 Closed
BRWA
836
B. Riley Wealth Advisors
Florida
-$302K -5,007 Closed
Millennium Management
837
Millennium Management
New York
-$294K -4,869 Closed
OC
838
Opinicus Capital
Florida
-$285K -4,723 Closed
MSFS
839
Main Street Financial Solutions
Pennsylvania
-$266K -4,407 Closed
MWM
840
Mission Wealth Management
California
-$264K -4,366 Closed
DWM
841
Drive Wealth Management
Utah
-$259K -4,281 Closed
CAM
842
Clark Asset Management
New Hampshire
-$258K -4,268 Closed
DW30
843
Drucker Wealth 3.0
New Jersey
-$244K -4,046 Closed
FWM
844
Fonville Wealth Management
Virginia
-$244K -4,034 Closed
NA
845
Nottingham Advisors
New York
-$235K -3,893 Closed
LPT
846
Legacy Private Trust
Wisconsin
-$213K -3,525 Closed
HTC
847
Haverford Trust Company
Pennsylvania
-$211K -3,500 Closed
Prudential Financial
848
Prudential Financial
New Jersey
-$209K -3,458 Closed
FWM
849
Focused Wealth Management
New York
-$207K -3,433 Closed
JFGIW
850
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$206K -3,411 Closed

VGIT Hedge Fund Activity: Q4 2024 in Review

808 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2024, worth a combined $24.6B — up 3.4% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new VGIT positions and 57 closed out — a net gain of 110 holders — while 344 added to existing stakes and 219 trimmed.

The largest buyer was Bank of America, adding an estimated $776M. The largest seller was JP Morgan Chase, cutting an estimated $354M.

  • 808 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2024, up from 710 in Q3 2024.
  • Funds reported $24.6B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 167 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2024 and 57 closed out, a net change of +110 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2024 was Bank of America, an estimated $776M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2024.