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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

675 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, 339 increasing their positions, 177 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.82%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.5%
New
75
Increased
339
Reduced
177
Closed
52
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.16B
2
Cerity Partners
Cerity Partners
New York
$103M
3
Morgan Stanley
Morgan Stanley
New York
$1.13B
4
Creative Planning
Creative Planning
Kansas
$625M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$882M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.36B
2
RVPG
Relative Value Partners Group
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$0
4
EEP
Edgehill Endowment Partners
Connecticut
$93.6M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
WBH Advisory
Maryland
$12.9M -$7.05M -121,014 -35%
NW
127
NewEdge Wealth
Pennsylvania
$12.9M +$82.9K +1,424 +0.6%
SCA
128
STALEY CAPITAL ADVISERS
Pennsylvania
$12.9M +$801K +13,750 +7%
NYLIM
129
New York Life Investment Management
New York
$12.7M – – –
SWA
130
Stratos Wealth Advisors
Ohio
$12.5M +$4.03M +69,125 +48%
RFP
131
Roth Financial Partners
Texas
$12.3M +$2.24M +38,546 +22%
HWM
132
Hassell Wealth Management
Louisiana
$12.3M +$1.42M +24,013 +13%
MML Investors Services
133
MML Investors Services
Massachusetts
$12.1M +$440K +7,550 +4%
AA
134
Addison Advisors
Vermont
$11.9M +$1.1M +18,928 +10%
2L
135
25 LLC
Missouri
$11.6M +$1.69M +28,955 +17%
EF
136
Empowered Funds
Pennsylvania
$11.5M +$1.22M +21,005 +12%
EWA
137
Elevate Wealth Advisory
Georgia
$11.4M +$822K +14,108 +8%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$11.3M +$403K +6,893 +4%
IC
139
Innealta Capital
Texas
$11.3M +$2.5M +42,849 +28%
MPW
140
MGO Private Wealth
California
$11.2M +$664K +11,398 +6%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$1.17M +20,108 +12%
NCG
142
Newport Capital Group
New Jersey
$11.1M +$11.1M +190,706 New
PWP
143
PrairieView Wealth Partners
Illinois
$11.1M +$11.1M +189,853 New
RWM
144
RKL Wealth Management
Pennsylvania
$11M +$303K +5,195 +3%
AIM
145
AMI Investment Management
Indiana
$10.9M +$803K +13,782 +8%
MIA
146
MainStreet Investment Advisors
Illinois
$10.8M +$7.08M +121,597 +191%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$10.8M +$1.03M +17,614 +11%
FWP
148
Family Wealth Partners
North Carolina
$10.6M +$1.4M +24,087 +15%
BBNA
149
Bremer Bank National Association
Minnesota
$10.5M – – –
NRWA
150
North Ridge Wealth Advisors
Oregon
$10.5M +$280K +4,802 +3%
4 5
6
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