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Vanguard Intermediate-Term Treasury ETF

418 hedge funds and large institutions have $6.46B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

15% more capital invested

Capital invested by funds: $5.63B → $6.46B (+$830M)

5.03% more ownership

Funds ownership: 64.43%69.46% (+5%)

2% more funds holding

Funds holding: 408418 (+10)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

Holders
418
Holders Change
+10
Holders Change %
+2.45%
% of All Funds
7.04%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
0.83%
New
60
Increased
153
Reduced
156
Closed
42
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$7.35M +$91K +1,487 +1%
MFG
102
Monumental Financial Group
Maryland
$7M -$705K -11,516 -9%
ACA
103
Ackerman Capital Advisors
Texas
$6.9M +$1.07M +17,487 +18%
RFC
104
Regions Financial Corp
Alabama
$6.72M +$3.09M +50,413 +85%
CISOA
105
Capital Investment Services of America
Wisconsin
$6.66M -$959K -15,667 -13%
DF
106
Donoghue Forlines
Massachusetts
$6.52M -$2.78M -45,412 -30%
Franklin Resources
107
Franklin Resources
California
$6.4M -$194K -3,164 -3%
ML
108
Mayport LLC
Massachusetts
$6.39M -$329K -5,377 -5%
HIGP
109
Hill Investment Group Partners
Missouri
$6.36M +$6.36M +103,937 New
BWM
110
Brickley Wealth Management
California
$6.16M -$1.26M -20,606 -17%
AIA
111
Acute Investment Advisory
Arizona
$6.09M +$2.01M +32,780 +49%
CIM
112
Cambria Investment Management
California
$5.94M +$867K +14,162 +17%
NEGWA
113
New England Guild Wealth Advisors
Connecticut
$5.93M -$703K -11,482 -11%
SAM
114
Stansberry Asset Management
Texas
$5.93M +$5.94M +96,942 New
RCA
115
Resonant Capital Advisors
Wisconsin
$5.61M +$2.26M +36,847 +67%
HW
116
Hancock Whitney
Mississippi
$5.52M -$220K -3,599 -4%
WFA
117
Wellspring Financial Advisors
Ohio
$5.49M +$1.33M +21,694 +32%
SW
118
SVB Wealth
Massachusetts
$5.34M +$27.3K +446 +0.5%
IF
119
IRON Financial
Illinois
$5.17M -$294K -4,802 -5%
LWAC
120
Laurel Wealth Advisors (California)
California
$5.05M +$5.06M +82,646 New
Cerity Partners
121
Cerity Partners
New York
$5.05M -$593K -9,685 -11%
EWA
122
EverSource Wealth Advisors
Alabama
$4.66M +$86.4K +1,411 +2%
NWM
123
Northwest Wealth Management
Iowa
$4.58M +$424K +6,927 +10%
AMR
124
Asset Management Resources
Massachusetts
$4.53M -$1.34M -21,852 -23%
HHRDM
125
H&H Retirement Design & Management
Nevada
$4.51M -$2.1M -34,351 -32%

VGIT Hedge Fund Activity: Q2 2022 in Review

418 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2022, worth a combined $6.46B — up 15% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VGIT positions and 42 closed out — a net gain of 18 holders — while 153 added to existing stakes and 156 trimmed.

The largest buyer was Charles Schwab, adding an estimated $324M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $235M.

  • 418 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2022, up from 408 in Q1 2022.
  • Funds reported $6.46B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 60 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2022 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2022 was Charles Schwab, an estimated $324M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2022.