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Vanguard Intermediate-Term Treasury ETF

676 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, 340 increasing their positions, 177 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 177

76% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $833K

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

9% more capital invested

Capital invested by funds: $20.4B → $22.3B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 98103 (+5)

2% more funds holding

Funds holding: 663676 (+13)

4.02% less ownership

Funds ownership: 77.98%73.96% (-4%)

Holders
676
Holders Change
+13
Holders Change %
+1.96%
% of All Funds
9.76%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
1.49%
New
75
Increased
340
Reduced
177
Closed
53
Calls
$1.47M
Puts
$833K
Net Calls
+$634K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WBH Advisory
Maryland
$12.9M -$7M -121,014 -35%
NW
127
NewEdge Wealth
Pennsylvania
$12.9M +$82.3K +1,424 +0.6%
SCA
128
STALEY CAPITAL ADVISERS
Pennsylvania
$12.9M +$795K +13,750 +7%
NYLIM
129
New York Life Investment Management
New York
$12.7M
SWA
130
Stratos Wealth Advisors
Ohio
$12.5M +$4M +69,125 +48%
RFP
131
Roth Financial Partners
Texas
$12.3M +$2.23M +38,546 +22%
HWM
132
Hassell Wealth Management
Louisiana
$12.3M +$1.39M +24,013 +13%
MML Investors Services
133
MML Investors Services
Massachusetts
$12.1M +$437K +7,550 +4%
AA
134
Addison Advisors
Vermont
$11.9M +$1.09M +18,928 +10%
2L
135
25 LLC
Missouri
$11.6M +$1.67M +28,955 +17%
EF
136
Empowered Funds
Pennsylvania
$11.5M +$1.21M +21,005 +12%
EWA
137
Elevate Wealth Advisory
Georgia
$11.4M +$816K +14,108 +8%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$11.3M +$399K +6,893 +4%
IC
139
Innealta Capital
Texas
$11.3M +$2.48M +42,849 +28%
MPW
140
MGO Private Wealth
California
$11.2M +$659K +11,398 +6%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$1.16M +20,108 +12%
NCG
142
Newport Capital Group
New Jersey
$11.1M +$11M +190,706 New
PWP
143
PrairieView Wealth Partners
Illinois
$11.1M +$11M +189,853 New
RWM
144
RKL Wealth Management
Pennsylvania
$11M +$300K +5,195 +3%
AIM
145
AMI Investment Management
Indiana
$10.9M +$797K +13,782 +8%
MIA
146
MainStreet Investment Advisors
Illinois
$10.8M +$7.03M +121,597 +191%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$10.8M +$1.02M +17,614 +11%
FWP
148
Family Wealth Partners
North Carolina
$10.6M +$1.39M +24,087 +15%
BBNA
149
Bremer Bank National Association
Minnesota
$10.5M
NRWA
150
North Ridge Wealth Advisors
Oregon
$10.5M +$278K +4,802 +3%

VGIT Hedge Fund Activity: Q2 2024 in Review

676 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2024, worth a combined $22.3B — up 9.1% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VGIT positions and 53 closed out — a net gain of 22 holders — while 340 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 676 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2024, up from 663 in Q1 2024.
  • Funds reported $22.3B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 75 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2024 and 53 closed out, a net change of +22 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2024 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2024.