We are live on ! Find out more
VGIT icon

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
AIM
126
Alhambra Investment Management
Florida
$10.9M -$3.56M -60,676 -25%
AA
127
Addison Advisors
Vermont
$10.8M +$1.52M +25,929 +16%
RWM
128
RKL Wealth Management
Pennsylvania
$10.8M -$574K -9,776 -5%
FFA
129
Farther Finance Advisors
California
$10.7M +$4.09M +69,628 +61%
EWA
130
Elevate Wealth Advisory
Georgia
$10.7M -$558K -9,509 -5%
MPW
131
MGO Private Wealth
California
$10.6M +$2.87M +48,926 +37%
BBNA
132
Bremer Bank National Association
Minnesota
$10.6M – – –
RWRC
133
R.W. Roge & Company
New York
$10.6M -$1.48M -25,246 -12%
HWM
134
Hassell Wealth Management
Louisiana
$10.5M +$551K +9,396 +5%
PS
135
Principal Securities
Iowa
$10.5M +$565K +9,633 +6%
EF
136
Empowered Funds
Pennsylvania
$10.4M +$713K +12,152 +7%
NRWA
137
North Ridge Wealth Advisors
Oregon
$10.3M +$746K +12,722 +8%
AHC
138
Anderson Hoagland & Co
Missouri
$10.3M +$973K +16,580 +10%
AIM
139
AMI Investment Management
Indiana
$10.2M +$1.03M +17,556 +11%
RFP
140
Roth Financial Partners
Texas
$10.1M +$986K +16,801 +11%
MFG
141
Monumental Financial Group
Maryland
$10.1M +$230K +3,920 +2%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$10M +$3.12M +53,114 +45%
2L
143
25 LLC
Missouri
$9.98M +$660K +11,252 +7%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$9.78M +$1.02M +17,378 +12%
M&T Bank
145
M&T Bank
New York
$9.76M -$1.45M -24,727 -13%
SL
146
Salomon & Ludwin
Virginia
$9.5M +$7.07M +120,440 +288%
ACS
147
Archford Capital Strategies
Illinois
$9.44M +$1.61M +27,487 +21%
VPA
148
Vernal Point Advisors
California
$9.23M +$999K +17,023 +12%
FWP
149
Family Wealth Partners
North Carolina
$9.22M +$3.68M +62,741 +66%
FAFN
150
First Affirmative Financial Network
Colorado
$9.14M +$92.5K +1,577 +1%
4 5
6
7 8

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.