VGIT icon

Vanguard Intermediate-Term Treasury ETF

801 hedge funds and large institutions have $24.6B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 343 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+93
Holders Change %
+13.14%
% of All Funds
10.67%
Holding in Top 10
127
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27%
% of All Funds
1.69%
New
162
Increased
343
Reduced
219
Closed
57
Calls
$1.14M
Puts
$499K
Net Calls
+$644K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Shares
Change %
EW
126
Evoke Wealth
California
$15.3M +$319K +5,501 +2%
SCA
127
STALEY CAPITAL ADVISERS
Pennsylvania
$15.1M +$1.41M +24,295 +10%
OWM
128
OneAscent Wealth Management
Alabama
$15M -$1.64M -28,222 -10%
CISOA
129
Capital Investment Services of America
Wisconsin
$14.9M +$262K +4,520 +2%
WF
130
Whelan Financial
California
$14.9M +$559K +9,644 +4%
PCM
131
Peirce Capital Management
Texas
$14.9M +$777K +13,399 +6%
2L
132
25 LLC
Missouri
$14.8M +$2.27M +39,167 +18%
MFG
133
Merit Financial Group
Georgia
$14.7M +$396K +6,828 +3%
MA
134
Montag & Associates
Georgia
$14.5M -$15.5M -267,006 -52%
SWA
135
Stratos Wealth Advisors
Ohio
$14.5M +$1.01M +17,428 +7%
LAMC
136
Longview Asset Management (California)
California
$14.1M +$14.1M +243,249 New
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$2.79M +48,179 +25%
HWM
138
Hassell Wealth Management
Louisiana
$13.9M +$1.07M +18,298 +8%
WA
139
WBH Advisory
Maryland
$13.8M -$1.01M -17,421 -7%
HC
140
Hara Capital
Washington
$13.7M +$6.46M +111,397 +90%
MML Investors Services
141
MML Investors Services
Massachusetts
$13.5M +$1.59M +27,329 +13%
RFP
142
Roth Financial Partners
Texas
$13.5M +$823K +14,194 +7%
Osaic Holdings
143
Osaic Holdings
Arizona
$13.2M +$1.34M +23,157 +11%
SMA
144
Sage Mountain Advisors
Georgia
$12.7M +$12.6M +217,540 +12,065%
FWP
145
Family Wealth Partners
North Carolina
$12.6M +$2.14M +36,974 +20%
3AM
146
3EDGE Asset Management
Florida
$12.5M +$12.5M +215,628 New
MADFP
147
Michael A Dubis Financial Planning
Wisconsin
$12.5M +$12.5M +215,559 New
AIM
148
AMI Investment Management
Indiana
$12.5M +$1.64M +28,198 +15%
BWP
149
Baldwin Wealth Partners
Massachusetts
$12.3M +$5.43M +93,602 +79%
EF
150
Empowered Funds
Pennsylvania
$12.2M +$577K +9,948 +5%