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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
1IA
76
1834 Investment Advisors
Wisconsin
$27.2M +$245K +4,230 +0.9%
EA
77
Evergreen Advisors
Tennessee
$26.2M +$724K +12,517 +3%
Mariner
78
Mariner
Kansas
$25.6M +$1.49M +25,828 +6%
WCWM
79
Wooster Corthell Wealth Management
Connecticut
$25.5M +$615K +10,630 +2%
PCIG
80
Partners Capital Investment Group
Massachusetts
$25.3M +$17.1M +296,479 +215%
OFS
81
OneAscent Financial Services
Alabama
$25.2M +$2.99M +51,761 +14%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$25M +$239K +4,140 +1%
RC
83
Roundview Capital
New Jersey
$24.8M -$1.27M -22,036 -5%
TCM
84
Towneley Capital Management
California
$24.2M +$706K +12,206 +3%
RJA
85
Raymond James & Associates
Florida
$23.7M +$5.46M +94,436 +30%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$23.5M +$526K +9,104 +2%
CCFCSB
87
Cape Cod Five Cents Savings Bank
Massachusetts
$23.4M +$23.2M +401,710 New
BWP
88
BSW Wealth Partners
Colorado
$22.9M +$1.95M +33,744 +9%
CA
89
Cambridge Associates
Massachusetts
$22.2M -$7.81M -135,073 -26%
PCMC
90
Paragon Capital Management (Colorado)
Colorado
$22.2M +$4.36M +75,378 +25%
TWD
91
True Wealth Design
Ohio
$21.6M +$724K +12,525 +4%
KAS
92
Kestra Advisory Services
Texas
$20.6M -$8.06M -139,340 -28%
CFP
93
Cypress Financial Planning
New Jersey
$20.2M +$6.97M +120,514 +53%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$20.1M +$760K +13,140 +4%
AT
95
American Trust
Kentucky
$20M +$14.8M +256,182 +292%
BFM
96
Boston Financial Management
Massachusetts
$19.9M +$12.3M +212,506 +165%
NRW
97
Nova R Wealth
Kansas
$19.8M +$836K +14,459 +4%
NWM
98
Northwest Wealth Management
Iowa
$19.8M +$4.17M +72,074 +27%
Vanguard Group
99
Vanguard Group
Pennsylvania
$19.6M +$4.41M +76,282 +29%
AWM
100
Arista Wealth Management
Nevada
$19.4M +$11.9M +205,403 +160%

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.