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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
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$4.41M +$490K +8,009 +12%
Fisher Asset Management
127
Fisher Asset Management
Washington
$4.35M +$3.04M +49,612 +231%
RVPG
128
Relative Value Partners Group
$4.3M +$176K +2,868 +4%
CAN
129
Cetera Advisor Networks
California
$4.27M +$19.2K +313 +0.5%
BSA
130
Bull Street Advisors
Georgia
$4.22M +$24.5K +400 +0.6%
AWA
131
Arete Wealth Advisors
Illinois
$4.07M +$268K +4,385 +7%
PA
132
PFG Advisors
Arizona
$4.05M -$298K -4,871 -7%
IIC
133
Integrated Investment Consultants
Michigan
$4.02M +$1.42M +23,229 +55%
AI
134
Atria Investments
North Carolina
$3.95M -$37.6M -614,367 -90%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$3.84M +$86.1K +1,406 +2%
SWRP
136
Summit Wealth & Retirement Planning
California
$3.84M +$43.2K +705 +1%
SWA
137
Stratos Wealth Advisors
Ohio
$3.82M -$419K -6,840 -10%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$3.66M +$57.1K +932 +2%
WW
139
Waterfront Wealth
Kansas
$3.66M +$1.22M +19,949 +50%
MC
140
Minot Capital
Colorado
$3.55M
PGA
141
Portland Global Advisors
Maine
$3.45M +$967K +15,790 +39%
EWA
142
EP Wealth Advisors
California
$3.25M -$101K -1,647 -3%
TLFA
143
True Link Financial Advisors
California
$3.16M
B
144
Barings
North Carolina
$3.07M
VFA
145
Valeo Financial Advisors
Indiana
$3.03M -$403K -6,587 -12%
WPWM
146
Windward Private Wealth Management
Kansas
$2.99M +$1.33M +21,778 +80%
RCM
147
RB Capital Management
Nevada
$2.99M +$2.99M +48,857 New
IFS
148
Intelligent Financial Strategies
Minnesota
$2.92M +$2.92M +47,728 New
TIM
149
Tortoise Investment Management
New York
$2.89M +$1.28M +20,876 +79%
SFA
150
Souders Financial Advisors
Ohio
$2.85M +$2.12M +34,663 +288%

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.