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Vanguard Intermediate-Term Treasury ETF

808 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 167 funds opening new positions, 344 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 57

129% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $499K

57% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 219

27% more funds holding in top 10

Funds holding in top 10: 100127 (+27)

14% more funds holding

Funds holding: 710808 (+98)

3% more capital invested

Capital invested by funds: $23.8B → $24.6B (+$816M)

0.68% more ownership

Funds ownership: 72.94%73.62% (+0.68%)

Holders
808
Holders Change
+98
Holders Change %
+13.8%
% of All Funds
10.64%
Holding in Top 10
127
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27%
% of All Funds
1.67%
New
167
Increased
344
Reduced
219
Closed
57
Calls
$1.14M
Puts
$499K
Net Calls
+$644K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
126
Evoke Wealth
California
$15.3M +$323K +5,501 +2%
SCA
127
STALEY CAPITAL ADVISERS
Pennsylvania
$15.1M +$1.43M +24,295 +10%
OWM
128
OneAscent Wealth Management
Alabama
$15M -$1.66M -28,222 -10%
CISOA
129
Capital Investment Services of America
Wisconsin
$14.9M +$266K +4,520 +2%
WF
130
Whelan Financial
California
$14.9M +$567K +9,644 +4%
PCM
131
Peirce Capital Management
Texas
$14.9M +$788K +13,399 +6%
2L
132
25 LLC
Missouri
$14.8M +$2.3M +39,167 +18%
MFG
133
Merit Financial Group
Georgia
$14.7M +$401K +6,828 +3%
MA
134
Montag & Associates
Georgia
$14.5M -$15.7M -267,006 -52%
SWA
135
Stratos Wealth Advisors
Ohio
$14.5M +$1.02M +17,428 +7%
LAMC
136
Longview Asset Management (California)
California
$14.1M +$14.3M +243,249 New
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$2.83M +48,179 +25%
HWM
138
Hassell Wealth Management
Louisiana
$13.9M +$1.08M +18,298 +8%
WA
139
WBH Advisory
Maryland
$13.8M -$1.02M -17,421 -7%
HC
140
Hara Capital
Washington
$13.7M +$6.55M +111,397 +90%
MML Investors Services
141
MML Investors Services
Massachusetts
$13.5M +$1.61M +27,329 +13%
RFP
142
Roth Financial Partners
Texas
$13.5M +$834K +14,194 +7%
Osaic Holdings
143
Osaic Holdings
Arizona
$13.2M +$1.36M +23,157 +11%
SMA
144
Sage Mountain Advisors
Georgia
$12.7M +$12.8M +217,540 +12,065%
FWP
145
Family Wealth Partners
North Carolina
$12.6M +$2.17M +36,974 +20%
3AM
146
3EDGE Asset Management
Florida
$12.5M +$12.7M +215,628 New
MADFP
147
Michael A Dubis Financial Planning
Wisconsin
$12.5M +$12.7M +215,559 New
AIM
148
AMI Investment Management
Indiana
$12.5M +$1.66M +28,198 +15%
BWP
149
Baldwin Wealth Partners
Massachusetts
$12.3M +$5.5M +93,602 +79%
EF
150
Empowered Funds
Pennsylvania
$12.2M +$585K +9,948 +5%

VGIT Hedge Fund Activity: Q4 2024 in Review

808 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2024, worth a combined $24.6B — up 3.4% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new VGIT positions and 57 closed out — a net gain of 110 holders — while 344 added to existing stakes and 219 trimmed.

The largest buyer was Bank of America, adding an estimated $776M. The largest seller was JP Morgan Chase, cutting an estimated $354M.

  • 808 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2024, up from 710 in Q3 2024.
  • Funds reported $24.6B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 167 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2024 and 57 closed out, a net change of +110 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2024 was Bank of America, an estimated $776M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2024.