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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

568 hedge funds and large institutions have $13B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 253 increasing their positions, 163 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+14
Holders Change %
+2.53%
% of All Funds
9.06%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.23%
New
86
Increased
253
Reduced
163
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.74B
2
SCM
SCS Capital Management
Massachusetts
$487M
3
Morgan Stanley
Morgan Stanley
New York
$844M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$345M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.17B

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$1.18M
2
HFRG
Houlihan Financial Resource Group
Virginia
$1.19M
3
OP
ORG Partners
Indiana
$241K
4
RCM
Rain Capital Management
Oregon
$76.2K
5
SFS
Strategic Financial Services
New York
$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
126
Merit Financial Group
Georgia
$8.68M +$1.37M +23,939 +19%
RWRC
127
R.W. Roge & Company
New York
$8.63M -$5.87M -103,438 -40%
AIM
128
AMI Investment Management
Indiana
$8.5M -$204K -3,578 -2%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$8.46M -$209K -3,662 -2%
AA
130
Addison Advisors
Vermont
$8.43M +$4M +69,955 +90%
AFG
131
Altiora Financial Group
Ohio
$8.3M -$482K -8,432 -5%
CF
132
Cantor Fitzgerald
New York
$8.21M -$1.38M -24,132 -14%
AF
133
Allworth Financial
California
$8.14M +$3.04M +53,115 +59%
FM
134
Foster & Motley
Ohio
$7.81M +$61K +1,068 +0.8%
GWA
135
Geometric Wealth Advisors
District of Columbia
$7.75M +$7.75M +135,531 New
WFA
136
Wells Financial Advisors
Massachusetts
$7.67M +$15.7K +274 +0.2%
RBC
137
Roble Belko & Company
Pennsylvania
$7.6M -$7.5M -131,311 -50%
2L
138
25 LLC
Missouri
$7.5M +$184K +3,223 +3%
SCM
139
Stonehearth Capital Management
Massachusetts
$7.45M -$4.4K -77 -0.1%
ACS
140
Archford Capital Strategies
Illinois
$7.32M +$368K +6,443 +5%
SWM
141
Seaside Wealth Management
California
$7.08M +$388K +6,792 +6%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$7.07M +$99.3K +1,737 +1%
ACA
143
Ackerman Capital Advisors
Texas
$7.07M -$2.6M -45,413 -27%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$6.92M -$4.5M -78,827 -39%
OCM
145
One Capital Management
California
$6.67M -$1.74M -30,466 -21%
QWM
146
Quaker Wealth Management
New Jersey
$6.66M +$174K +3,043 +3%
VA
147
Vident Advisory
Georgia
$6.58M +$6.58M +115,156 New
BFM
148
Boston Financial Management
Massachusetts
$6.49M +$855K +14,961 +15%
CCA
149
Checchi Capital Advisers
California
$6.46M +$3.36M +58,858 +109%
BWM
150
Brickley Wealth Management
California
$6.43M +$1.08M +18,895 +20%
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