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Vanguard Intermediate-Term Treasury ETF

808 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 230 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 230

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

2% more funds holding in top 10

Funds holding in top 10: 127130 (+3)

0% more funds holding

Funds holding: 808808 (0)

3% less capital invested

Capital invested by funds: $24.6B → $23.8B (-$843M)

1.71% less ownership

Funds ownership: 73.62%71.91% (-1.7%)

37% less call options, than puts

Call options by funds: $523K | Put options by funds: $828K

Holders
808
Holders Change
Holders Change %
0%
% of All Funds
10.83%
Holding in Top 10
130
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.36%
% of All Funds
1.74%
New
96
Increased
367
Reduced
230
Closed
79
Calls
$523K
Puts
$828K
Net Calls
-$305K
Net Calls Change
-$949K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$16.1M +$14.7M +251,635 +1,336%
EW
127
Evoke Wealth
California
$16M +$336K +5,740 +2%
SMA
128
Sage Mountain Advisors
Georgia
$15.9M +$2.84M +48,472 +22%
2L
129
25 LLC
Missouri
$15.8M +$632K +10,805 +4%
CISOA
130
Capital Investment Services of America
Wisconsin
$15.5M +$294K +5,025 +2%
MIS
131
Morningstar Investment Services
Illinois
$15.5M -$6.09M -104,090 -28%
SCA
132
STALEY CAPITAL ADVISERS
Pennsylvania
$15.5M +$31.8K +544 +0.2%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$15.3M +$2.92M +49,884 +24%
RFP
134
Roth Financial Partners
Texas
$15.1M +$1.22M +20,925 +9%
HWM
135
Hassell Wealth Management
Louisiana
$15M +$915K +15,638 +7%
SWA
136
Stratos Wealth Advisors
Ohio
$14.8M -$34K -582 -0.2%
MA
137
Montag & Associates
Georgia
$14.8M -$116K -1,991 -0.8%
MML Investors Services
138
MML Investors Services
Massachusetts
$14.7M +$885K +15,129 +6%
AI
139
Atria Investments
North Carolina
$14.6M -$26.3M -449,732 -65%
OIS
140
OneAscent Investment Solutions
Alabama
$14.6M +$14.4M +245,327 New
LAMC
141
Longview Asset Management (California)
California
$14.6M +$120K +2,059 +0.8%
PCM
142
Peirce Capital Management
Texas
$14.2M -$1.03M -17,677 -7%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$14.1M -$305K -5,206 -2%
FWP
144
Family Wealth Partners
North Carolina
$14.1M +$1.14M +19,467 +9%
Goldman Sachs
145
Goldman Sachs
New York
$14M -$9.96M -170,198 -42%
BWP
146
Baldwin Wealth Partners
Massachusetts
$13.6M +$1.03M +17,523 +8%
AIM
147
AMI Investment Management
Indiana
$13.6M +$792K +13,543 +6%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$13.4M +$1.55M +26,473 +13%
MADFP
149
Michael A Dubis Financial Planning
Wisconsin
$13.3M +$523K +8,941 +4%
ML
150
Mayport LLC
Massachusetts
$13.2M +$1.36M +23,235 +12%

VGIT Hedge Fund Activity: Q1 2025 in Review

808 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2025, worth a combined $23.8B — down 3.4% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VGIT positions and 79 closed out — a net gain of 17 holders — while 367 added to existing stakes and 230 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $689M. The largest seller was Bank of America, cutting an estimated $1.08B.

  • 808 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 96 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2025 and 79 closed out, a net change of +17 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $689M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2025 was Bank of America, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2025.