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Vanguard Intermediate-Term Treasury ETF
VGIT

369 hedge funds and large institutions have $5.22B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

45% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 112

43% more funds holding in top 10

Funds holding in top 10: 21 → 30 (+9)

12% more capital invested

Capital invested by funds: $4.66B → $5.22B (+$563M)

3% more funds holding

Funds holding: 358 → 369 (+11)

2.73% more ownership

Funds ownership: 60.25% → 62.99% (+2.7%)

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
6.46%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
41
Increased
162
Reduced
112
Closed
27
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
-$178K

Top Buyers

1
JPG
Jordan Park Group
California
+$130M
2
MG
Mather Group
Illinois
+$63.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.1M
4
Jane Street
Jane Street
New York
+$47.5M
5
AIC
Ameritas Investment Company
Nebraska
+$45M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$33.5M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$24.8M
3
CIA
Choate Investment Advisors
Massachusetts
-$24.1M
4
Morgan Stanley
Morgan Stanley
New York
-$14M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PD
101
Planning Directions
Pennsylvania
$4.87M -$644K -9,449 -12%
RFC
102
Regions Financial Corp
Alabama
$4.58M -$201K -2,950 -4%
WWA
103
WC Walker & Associates
California
$4.48M +$205K +3,004 +5%
CA
104
CGN Advisors
Kansas
$4.42M +$213K +3,125 +5%
WPWM
105
Windward Private Wealth Management
Kansas
$4.31M +$90.8K +1,332 +2%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$4.3M +$2.8M +41,107 +183%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$4.26M +$118K +1,733 +3%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$4.25M +$1.99M +29,243 +87%
IAN
109
Integrated Advisors Network
Texas
$4.18M -$89.4K -1,312 -2%
GWMIA
110
Global Wealth Management Investment Advisory
Florida
$4.08M -$328K -4,817 -7%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$4.01M +$131K +1,918 +3%
SWRP
112
Summit Wealth & Retirement Planning
California
$3.94M +$353K +5,173 +10%
BSA
113
Bull Street Advisors
Georgia
$3.92M +$888K +13,021 +29%
CAN
114
Cetera Advisor Networks
California
$3.88M +$345K +5,064 +10%
KA
115
Kovack Advisors
Florida
$3.77M -$189K -2,765 -5%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$3.66M +$467K +6,847 +14%
WIA
117
World Investment Advisors
California
$3.49M +$696K +10,203 +25%
MCWS
118
McKinley Carter Wealth Services
West Virginia
$3.35M -$133K -1,953 -4%
MD
119
Money Design
Japan
$3.3M -$229K -3,363 -6%
PA
120
PFG Advisors
Arizona
$3.2M +$730K +10,704 +29%
KAS
121
Kestra Advisory Services
Texas
$3.08M +$437K +6,406 +16%
HNW
122
High Note Wealth
Minnesota
$3.06M -$159K -2,327 -5%
SWA
123
Stratos Wealth Advisors
Ohio
$3.05M +$463K +6,798 +18%
FHA
124
Flagship Harbor Advisors
Massachusetts
$2.98M – – –
WWM
125
WJ Wealth Management
Arizona
$2.93M -$126K -1,855 -4%
3 4
5
6 7

VGIT Hedge Fund Activity: Q3 2021 in Review

369 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2021, worth a combined $5.22B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGIT positions and 27 closed out — a net gain of 14 holders — while 162 added to existing stakes and 112 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $130M. The largest seller was RiverFront Investment Group, cutting an estimated $33.5M.

  • 369 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2021, up from 358 in Q2 2021.
  • Funds reported $5.22B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2021 and 27 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2021 was Jordan Park Group, an estimated $130M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2021.