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Vanguard Intermediate-Term Treasury ETF
VGIT

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: 659 → 663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 99 → 98 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.1B
2
Bank of America
Bank of America
North Carolina
+$170M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$165M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
NL
NEPC LLC
Massachusetts
+$106M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$764M
2
MIS
Morningstar Investment Services
Illinois
-$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$78M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
76
Wooster Corthell Wealth Management
Connecticut
$25M +$1.32M +22,483 +6%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$24.9M +$303K +5,164 +1%
Stifel Financial
78
Stifel Financial
Missouri
$24.7M -$96.9K -1,652 -0.4%
Mariner
79
Mariner
Kansas
$24.2M +$936K +15,956 +4%
TCM
80
Towneley Capital Management
California
$23.6M +$459K +7,826 +2%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$23.1M +$7.57M +129,086 +49%
PNAA
82
Pictet North America Advisors
Switzerland
$23M +$22.2M +378,305 +2,505%
OFS
83
OneAscent Financial Services
Alabama
$22.3M -$551K -9,396 -2%
AWM
84
AE Wealth Management
Kansas
$22.3M -$38.1M -650,074 -63%
BWP
85
BSW Wealth Partners
Colorado
$21.1M +$874K +14,899 +4%
TWD
86
True Wealth Design
Ohio
$20.9M +$991K +16,896 +5%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$20.4M +$20.4M +347,897 New
WA
88
WBH Advisory
Maryland
$20.1M +$5.11M +87,020 +34%
WWM
89
Waterway Wealth Management
Texas
$20M -$2.4M -40,856 -11%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$19.4M +$977K +16,660 +5%
NRW
91
Nova R Wealth
Kansas
$19.1M +$1.53M +26,101 +9%
ONB
92
Old National Bancorp
Indiana
$18.5M +$1.53M +26,155 +9%
RJA
93
Raymond James & Associates
Florida
$18.3M -$2.21M -37,621 -11%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$18M +$425K +7,249 +2%
PCMC
95
Paragon Capital Management (Colorado)
Colorado
$17.9M +$1.41M +24,076 +9%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$17.4M -$6.04M -102,872 -26%
IMA
97
Investment Management Associates
Colorado
$17.3M – – –
Baird Financial Group
98
Baird Financial Group
Wisconsin
$16.8M -$1.15M -19,543 -6%
PWMG
99
Private Wealth Management Group
New Jersey
$16.5M +$2.91M +49,619 +21%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$16M +$8.82M +150,414 +123%
2 3
4
5 6

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.