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Vanguard Intermediate-Term Treasury ETF

406 hedge funds and large institutions have $6.55B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 161 increasing their positions, 107 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

50% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 107

25% more capital invested

Capital invested by funds: $5.22B → $6.55B (+$1.32B)

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

10% more funds holding

Funds holding: 369406 (+37)

6.09% more ownership

Funds ownership: 62.99%69.08% (+6.1%)

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
6.25%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.52%
New
89
Increased
161
Reduced
107
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
101
Windward Private Wealth Management
Kansas
$4.93M +$689K +10,287 +16%
CFIA
102
Cantor Fitzgerald Investment Advisors
New York
$4.7M +$4.73M +70,630 New
PD
103
Planning Directions
Pennsylvania
$4.66M -$135K -2,014 -3%
LPT
104
Legacy Private Trust
Wisconsin
$4.64M -$188K -2,802 -4%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$4.58M -$2.4M -35,764 -34%
WWA
106
WC Walker & Associates
California
$4.57M +$227K +3,392 +5%
BCA
107
Biltmore Capital Advisors
New Jersey
$4.55M -$549K -8,197 -11%
CA
108
CGN Advisors
Kansas
$4.4M +$48.3K +720 +1%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$4.39M +$198K +2,947 +5%
CAN
110
Cetera Advisor Networks
California
$4.37M +$566K +8,442 +15%
RFC
111
Regions Financial Corp
Alabama
$4.29M -$217K -3,237 -5%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$4.18M +$1K +15 +0%
BSA
113
Bull Street Advisors
Georgia
$4.17M +$312K +4,660 +8%
FEM
114
Fulcrum Equity Management
Texas
$4.14M +$2.67M +39,803 +177%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$4.03M +$91.3K +1,362 +2%
EWA
116
EP Wealth Advisors
California
$4.03M -$1.07M -16,021 -21%
SWRP
117
Summit Wealth & Retirement Planning
California
$4M +$119K +1,780 +3%
IAN
118
Integrated Advisors Network
Texas
$3.99M -$129K -1,927 -3%
SWA
119
Stratos Wealth Advisors
Ohio
$3.88M +$892K +13,307 +29%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$3.79M +$3.82M +56,999 New
GWMIA
121
Global Wealth Management Investment Advisory
Florida
$3.73M -$285K -4,255 -7%
TLFA
122
True Link Financial Advisors
California
$3.58M -$5.65M -84,286 -61%
PCIG
123
Partners Capital Investment Group
Massachusetts
$3.56M +$1.43M +21,329 +66%
MD
124
Money Design
Japan
$3.5M +$261K +3,893 +8%
NWM
125
Northwest Wealth Management
Iowa
$3.5M +$1.24M +18,482 +54%

VGIT Hedge Fund Activity: Q4 2021 in Review

406 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2021, worth a combined $6.55B — up 25% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VGIT positions and 45 closed out — a net gain of 44 holders — while 161 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $998M. The largest seller was Jordan Park Group, cutting an estimated $55.9M.

  • 406 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $6.55B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 89 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2021 and 45 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $998M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2021 was Jordan Park Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.