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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

662 hedge funds and large institutions have $20.4B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 319 increasing their positions, 185 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
9.6%
Holding in Top 10
98
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.01%
% of All Funds
1.42%
New
89
Increased
319
Reduced
185
Closed
76
Calls
$1.12M
Puts
$1.03M
Net Calls
+$99K
Net Calls Change
+$1.61M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.05B
2
Bank of America
2
Bank of America
North Carolina
$2.85B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$405M
4
Ameriprise
4
Ameriprise
Minnesota
$342M
5
NL
5
NEPC LLC
Massachusetts
$366M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.05B
2
MIS
2
Morningstar Investment Services
Illinois
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.51B
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$32.9M
5
UBS Group
5
UBS Group
Switzerland
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
101
Northwest Wealth Management
Iowa
$15.7M +$7.45M +127,324 +90%
CFD
102
Creative Financial Designs
Indiana
$15.3M +$14M +238,500 +1,053%
OWM
103
OneAscent Wealth Management
Alabama
$15.3M +$1.04M +17,753 +7%
Vanguard Group
104
Vanguard Group
Pennsylvania
$15.3M -$141K -2,411 -0.9%
RBC
105
Roble Belko & Company
Pennsylvania
$15.2M +$811K +13,855 +6%
CISOA
106
Capital Investment Services of America
Wisconsin
$14.6M +$4.29M +73,305 +41%
Cerity Partners
107
Cerity Partners
New York
$14.3M -$2.33M -39,742 -14%
PCA
108
Pallas Capital Advisors
Massachusetts
$14.1M +$1.35M +23,025 +11%
VT
109
Vise Technologies
New York
$14M +$966K +16,493 +7%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$14M -$1.02M -17,431 -7%
WF
111
Whelan Financial
California
$13.9M -$1.42M -24,280 -9%
EW
112
Evoke Wealth
California
$13.7M +$13.3M +227,349 +3,411%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$13.6M +$1.24M +21,232 +10%
PCM
114
Peirce Capital Management
Texas
$13.6M +$210K +3,592 +2%
WFA
115
Wade Financial Advisory
California
$13.3M +$2.07M +35,430 +18%
CFP
116
Cypress Financial Planning
New Jersey
$13.2M +$13.2M +226,077 New
AC
117
Abbrea Capital
California
$13.2M +$155K +2,655 +1%
NYLIM
118
New York Life Investment Management
New York
$12.8M +$8.66M +147,973 +211%
NW
119
NewEdge Wealth
Pennsylvania
$12.6M +$7.4M +128,878 +141%
MFG
120
Merit Financial Group
Georgia
$12.5M +$4.71M +81,732 +61%
Osaic Holdings
121
Osaic Holdings
Arizona
$12.2M -$5.92M -101,094 -33%
SCA
122
STALEY CAPITAL ADVISERS
Pennsylvania
$12.1M +$432K +7,380 +4%
MML Investors Services
123
MML Investors Services
Massachusetts
$11.8M +$402K +6,866 +4%
QWM
124
Quaker Wealth Management
New Jersey
$11.3M +$4.36M +74,438 +62%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$11M +$607K +10,345 +6%
3 4
5
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