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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
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$33.5M +$8.99M +150,581 +37%
MG
77
MilWealth Group
Wisconsin
$32.6M +$1.24M +20,785 +4%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$31.5M +$5.58M +93,439 +22%
MA
79
Montag & Associates
Georgia
$31.3M +$30.7M +513,757 +12,663%
RIG
80
RiverFront Investment Group
Virginia
$31.2M +$1.09M +18,224 +4%
PGA
81
Portland Global Advisors
Maine
$30.9M +$655K +10,982 +2%
CHP
82
Cable Hill Partners
Oregon
$30.1M +$29.8M +498,985 New
AFG
83
Albion Financial Group
Utah
$28.5M +$27.8M +466,109 +9,416%
JTWM
84
Jackson Thornton Wealth Management
Alabama
$28.4M +$9.61M +160,993 +52%
EA
85
Evergreen Advisors
Tennessee
$28.1M +$981K +16,435 +4%
Mariner
86
Mariner
Kansas
$26.9M +$360K +6,028 +1%
CCFCSB
87
Cape Cod Five Cents Savings Bank
Massachusetts
$26.9M +$2.6M +43,645 +11%
WCWM
88
Wooster Corthell Wealth Management
Connecticut
$26.9M +$462K +7,748 +2%
Vanguard Group
89
Vanguard Group
Pennsylvania
$26.4M +$5.94M +99,461 +30%
RC
90
Roundview Capital
New Jersey
$26.2M +$486K +8,140 +2%
NWM
91
Northwest Wealth Management
Iowa
$26M +$5.33M +89,264 +26%
1IA
92
1834 Investment Advisors
Wisconsin
$25.7M -$2.46M -41,291 -9%
TCM
93
Towneley Capital Management
California
$25.6M +$484K +8,116 +2%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$24.8M +$3.79M +63,555 +18%
BWP
95
BSW Wealth Partners
Colorado
$24.7M +$880K +14,745 +4%
BFM
96
Boston Financial Management
Massachusetts
$23.5M +$2.89M +48,417 +14%
CFP
97
Cypress Financial Planning
New Jersey
$23.4M +$2.41M +40,366 +12%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$23.1M +$3.77M +63,108 +20%
KAS
99
Kestra Advisory Services
Texas
$22.4M +$1.1M +18,353 +5%
AWM
100
Arista Wealth Management
Nevada
$21.7M +$1.52M +25,440 +8%

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.