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Vanguard Intermediate-Term Treasury ETF

710 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 363 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $725K

101% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 181

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $22.3B → $23.8B (+$1.56B)

5% more funds holding

Funds holding: 676710 (+34)

1.02% less ownership

Funds ownership: 73.96%72.94% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
710
Holders Change
+34
Holders Change %
+5.03%
% of All Funds
10.2%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.44%
New
90
Increased
363
Reduced
181
Closed
46
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
Merit Financial Group
Georgia
$14.9M +$934K +15,657 +7%
PCM
127
Peirce Capital Management
Texas
$14.7M +$278K +4,659 +2%
NW
128
NewEdge Wealth
Pennsylvania
$14.4M +$950K +15,925 +7%
SCA
129
STALEY CAPITAL ADVISERS
Pennsylvania
$14.2M +$859K +14,390 +7%
SWA
130
Stratos Wealth Advisors
Ohio
$14.1M +$1.08M +18,023 +8%
RWM
131
RKL Wealth Management
Pennsylvania
$13.5M +$2M +33,442 +18%
RFP
132
Roth Financial Partners
Texas
$13.2M +$404K +6,767 +3%
2L
133
25 LLC
Missouri
$13.1M +$1.03M +17,332 +9%
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$13M +$2.27M +37,969 +21%
Jane Street
135
Jane Street
New York
$13M +$7.98M +133,664 +164%
HWM
136
Hassell Wealth Management
Louisiana
$12.9M +$713K +11,954 +6%
MML Investors Services
137
MML Investors Services
Massachusetts
$12.4M -$163K -2,726 -1%
QWM
138
Quaker Wealth Management
New Jersey
$12.4M +$12.2M +205,181 New
Osaic Holdings
139
Osaic Holdings
Arizona
$12.4M +$1.83M +30,653 +18%
MPW
140
MGO Private Wealth
California
$12.2M +$575K +9,629 +5%
EWA
141
Elevate Wealth Advisory
Georgia
$12.2M +$330K +5,533 +3%
MIA
142
MainStreet Investment Advisors
Illinois
$12.1M +$911K +15,270 +8%
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$12.1M +$945K +15,840 +9%
EF
144
Empowered Funds
Pennsylvania
$12.1M +$144K +2,410 +1%
NRWA
145
North Ridge Wealth Advisors
Oregon
$11.8M +$844K +14,139 +8%
GB
146
Gunma Bank
Japan
$11.8M +$3.28M +55,000 +39%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$11.7M +$176K +2,953 +2%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$11.4M +$873K +14,628 +8%
AIM
149
AMI Investment Management
Indiana
$11.3M -$61.8K -1,035 -0.6%
NCG
150
Newport Capital Group
New Jersey
$11.3M -$247K -4,146 -2%

VGIT Hedge Fund Activity: Q3 2024 in Review

710 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2024, worth a combined $23.8B — up 7% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 46 closed out — a net gain of 44 holders — while 363 added to existing stakes and 181 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 710 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2024, up from 676 in Q2 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2024 and 46 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $418M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2024.