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Vanguard Intermediate-Term Treasury ETF

676 hedge funds and large institutions have $22.3B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 340 increasing their positions, 177 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 177

76% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $833K

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

9% more capital invested

Capital invested by funds: $20.4B → $22.3B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 98103 (+5)

2% more funds holding

Funds holding: 663676 (+13)

4.02% less ownership

Funds ownership: 77.98%73.96% (-4%)

Holders
676
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.76%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.49%
New
75
Increased
340
Reduced
177
Closed
53
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$19.1M -$5.35M -92,584 -22%
VA
102
Vident Advisory
Georgia
$19M +$18.9M +326,646 New
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$18.6M +$745K +12,883 +4%
ONB
104
Old National Bancorp
Indiana
$18.5M +$91.9K +1,589 +0.5%
JTWM
105
Jackson Thornton Wealth Management
Alabama
$18M +$10.4M +179,309 +138%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$17.8M +$1.03M +17,797 +6%
IMA
107
Investment Management Associates
Colorado
$17.2M
RBC
108
Roble Belko & Company
Pennsylvania
$17.1M +$1.95M +33,716 +13%
CFD
109
Creative Financial Designs
Indiana
$17.1M +$1.83M +31,699 +12%
PWMG
110
Private Wealth Management Group
New Jersey
$17M +$646K +11,167 +4%
OWM
111
OneAscent Wealth Management
Alabama
$16.6M +$1.45M +25,061 +10%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$16.4M +$563K +9,730 +4%
EB
113
Emprise Bank
Kansas
$15.9M +$8.04M +139,128 +104%
PNAA
114
Pictet North America Advisors
Switzerland
$15.6M -$7.21M -124,776 -32%
PCA
115
Pallas Capital Advisors
Massachusetts
$15.2M +$1.06M +18,250 +8%
FFA
116
Farther Finance Advisors
California
$15M +$4.35M +75,291 +41%
VT
117
Vise Technologies
New York
$14.9M +$903K +15,611 +7%
CISOA
118
Capital Investment Services of America
Wisconsin
$14.6M +$13.6K +236 +0.1%
WWM
119
Waterway Wealth Management
Texas
$14.3M -$5.58M -96,490 -28%
WFA
120
Wade Financial Advisory
California
$14.2M +$927K +16,035 +7%
WF
121
Whelan Financial
California
$14.1M +$319K +5,523 +2%
PCM
122
Peirce Capital Management
Texas
$13.9M +$380K +6,572 +3%
AC
123
Abbrea Capital
California
$13.9M +$743K +12,850 +6%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$13.7M -$209K -3,608 -2%
MFG
125
Merit Financial Group
Georgia
$13.4M +$813K +14,066 +6%

VGIT Hedge Fund Activity: Q2 2024 in Review

676 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2024, worth a combined $22.3B — up 9.1% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VGIT positions and 53 closed out — a net gain of 22 holders — while 340 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 676 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2024, up from 663 in Q1 2024.
  • Funds reported $22.3B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 75 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2024 and 53 closed out, a net change of +22 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2024 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2024.