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Vanguard Intermediate-Term Treasury ETF
VGIT

663 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 90 funds opening new positions, 320 increasing their positions, 185 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 185

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

17% more capital invested

Capital invested by funds: $17.5B → $20.4B (+$2.92B)

10% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.02M

1% more funds holding

Funds holding: 659 → 663 (+4)

1% less funds holding in top 10

Funds holding in top 10: 99 → 98 (-1)

2.49% less ownership

Funds ownership: 80.47% → 77.98% (-2.5%)

Holders
663
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
9.55%
Holding in Top 10
98
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.01%
% of All Funds
1.41%
New
90
Increased
320
Reduced
185
Closed
77
Calls
$1.12M
Puts
$1.02M
Net Calls
+$99K
Net Calls Change
+$1.61M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.1B
2
Bank of America
Bank of America
North Carolina
+$170M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$165M
4
Ameriprise
Ameriprise
Minnesota
+$152M
5
NL
NEPC LLC
Massachusetts
+$106M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$764M
2
MIS
Morningstar Investment Services
Illinois
-$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$78M
5
UBS Group
UBS Group
Switzerland
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
101
Northwest Wealth Management
Iowa
$15.7M +$7.47M +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 +$813K +13,855 +6%
CISOA
106
Capital Investment Services of America
Wisconsin
$14.6M +$4.3M +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 +$968K +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 +$1.25M +21,232 +10%
PCM
114
Peirce Capital Management
Texas
$13.6M +$211K +3,592 +2%
WFA
115
Wade Financial Advisory
California
$13.3M +$2.08M +35,430 +18%
CFP
116
Cypress Financial Planning
New Jersey
$13.2M +$13.3M +226,077 New
AC
117
Abbrea Capital
California
$13.2M +$156K +2,655 +1%
NYLIM
118
New York Life Investment Management
New York
$12.8M +$8.68M +147,973 +211%
NW
119
NewEdge Wealth
Pennsylvania
$12.6M +$7.56M +128,878 +141%
MFG
120
Merit Financial Group
Georgia
$12.5M +$4.8M +81,732 +61%
Osaic Holdings
121
Osaic Holdings
Arizona
$12.2M -$5.93M -101,094 -33%
SCA
122
STALEY CAPITAL ADVISERS
Pennsylvania
$12.1M +$433K +7,380 +4%
MML Investors Services
123
MML Investors Services
Massachusetts
$11.8M +$403K +6,866 +4%
QWM
124
Quaker Wealth Management
New Jersey
$11.3M +$4.37M +74,438 +62%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$11M +$607K +10,345 +6%
3 4
5
6 7

VGIT Hedge Fund Activity: Q1 2024 in Review

663 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2024, worth a combined $20.4B — up 17% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 77 closed out — a net gain of 13 holders — while 320 added to existing stakes and 185 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.1B. The largest seller was Morgan Stanley, cutting an estimated $764M.

  • 663 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2024, up from 659 in Q4 2023.
  • Funds reported $20.4B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2024 and 77 closed out, a net change of +13 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $3.1B added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $764M sold.

Based on aggregated 13F filings for Q1 2024.