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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

508 hedge funds and large institutions have $8.99B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
8.13%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.02%
New
79
Increased
210
Reduced
151
Closed
51
Calls
$1.78M
Puts
$1.12M
Net Calls
+$660K
Net Calls Change
-$8.21M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$225M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$109M
3
Morgan Stanley
Morgan Stanley
New York
$302M
4
FG
Foster Group
Iowa
$133M
5
MAWA
Moss Adams Wealth Advisors
Washington
$60.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$931M
2
Bank of America
Bank of America
North Carolina
$120M
3
BTI
Blue Trust Inc
Georgia
$156M
4
MML Investors Services
MML Investors Services
Massachusetts
$10.5M
5
EW
Evoke Wealth
California
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
126
Jones Financial Companies
Missouri
$6.64M -$1.62M -26,986 -20%
WFA
127
Wade Financial Advisory
California
$6.55M +$6.55M +109,315 New
HGWM
128
Harvest Group Wealth Management
Massachusetts
$6.55M +$2.08M +34,621 +46%
WW
129
Waterfront Wealth
Kansas
$6.42M +$678K +11,313 +12%
QWM
130
Quaker Wealth Management
New Jersey
$6.34M +$6.34M +105,696 New
CCA
131
Cravens & Co Advisors
Tennessee
$6.33M +$6.33M +105,643 New
RW
132
REDW Wealth
New Mexico
$6.18M -$194K -3,241 -3%
WFA
133
Wells Financial Advisors
Massachusetts
$6.1M +$4.38K +73 +0.1%
2L
134
25 LLC
Missouri
$6.06M +$6.06M +100,854 New
PWAC
135
Private Wealth Advisors (California)
California
$6.06M +$879K +14,666 +17%
THL
136
Tillman Hartley LLC
Colorado
$5.98M -$2.56M -42,718 -30%
PBO
137
Peoples Bank (Ohio)
Ohio
$5.88M +$415K +6,917 +8%
SFS
138
Security Financial Services
Indiana
$5.73M -$734K -12,235 -11%
BWM
139
Brickley Wealth Management
California
$5.59M +$63.7K +1,062 +1%
BFM
140
Boston Financial Management
Massachusetts
$5.58M +$1.51M +25,251 +37%
AF
141
Allworth Financial
California
$5.44M -$661K -11,017 -11%
Vanguard Group
142
Vanguard Group
Pennsylvania
$5.41M +$5.41M +90,171 New
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$5.22M – – –
MAM
144
Milestone Asset Management
Pennsylvania
$5M +$5M +83,313 New
MCCA
145
Mill Creek Capital Advisors
Pennsylvania
$4.96M -$4.28M -71,443 -46%
SW
146
Simplicity Wealth
New Jersey
$4.9M +$1.19M +19,924 +32%
TWM
147
Tanglewood Wealth Management
Texas
$4.87M -$24.8K -414 -0.5%
ML
148
Mayport LLC
Massachusetts
$4.83M +$205K +3,427 +4%
SFM
149
Signet Financial Management
New Jersey
$4.81M -$946K -15,772 -16%
DWA
150
Delap Wealth Advisory
Oregon
$4.73M -$45.4K -757 -0.9%
4 5
6
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