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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

493 hedge funds and large institutions have $11.7B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 169 increasing their positions, 165 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
+55
Holders Change %
+12.56%
% of All Funds
7.95%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
0.94%
New
114
Increased
169
Reduced
165
Closed
52
Calls
$8.9M
Puts
$29K
Net Calls
+$8.87M
Net Calls Change
+$8.54M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$976M
2
PCA
Personal Capital Advisors
California
$647M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.2B
4
RWP
RWA Wealth Partners
Massachusetts
$363M
5
Bank of America
Bank of America
North Carolina
$198M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$2.13M
2
Jane Street
Jane Street
New York
$6.51M
3
TWM
Tanglewood Wealth Management
Texas
$4.77M
4
BTI
Blue Trust Inc
Georgia
$201M
5
Morgan Stanley
Morgan Stanley
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSA
151
Bull Street Advisors
Georgia
$4.15M +$26.6K +455 +0.6%
HW
152
Hancock Whitney
Mississippi
$4.13M -$454K -7,768 -10%
SWA
153
Stratos Wealth Advisors
Ohio
$4.1M +$639K +10,924 +18%
RFC
154
Regions Financial Corp
Alabama
$3.97M -$2.34M -40,070 -37%
BFM
155
Boston Financial Management
Massachusetts
$3.97M +$3.97M +67,822 New
BW
156
Bison Wealth
Georgia
$3.95M +$3.95M +66,178 New
CCM
157
Coldstream Capital Management
Washington
$3.87M +$3.87M +66,259 New
EWA
158
EverSource Wealth Advisors
Alabama
$3.82M -$1.03M -17,653 -21%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$3.81M +$110K +1,877 +3%
RCA
160
Resonant Capital Advisors
Wisconsin
$3.81M +$312K +5,327 +9%
RIG
161
RiverFront Investment Group
Virginia
$3.79M -$183K -41,800 -5%
FWM
162
Forza Wealth Management
Florida
$3.78M +$3.78M +64,624 New
NWM
163
Northwest Wealth Management
Iowa
$3.75M -$491K -8,392 -12%
WPC
164
Wedmont Private Capital
Pennsylvania
$3.75M -$14.2K -239 -0.4%
SWRP
165
Summit Wealth & Retirement Planning
California
$3.62M -$47.2K -807 -1%
SW
166
Simplicity Wealth
New Jersey
$3.61M +$3.61M +61,787 New
JTWM
167
Jackson Thornton Wealth Management
Alabama
$3.51M +$2.02M +34,489 +135%
AWS
168
Atria Wealth Solutions
New York
$3.4M +$364K +6,219 +12%
MC
169
Minot Capital
Colorado
$3.39M – – –
RCM
170
RB Capital Management
Nevada
$3.38M -$104K -1,776 -3%
FVWA
171
Foster Victor Wealth Advisors
South Carolina
$3.36M -$3.62M -60,969 -52%
AA
172
AJ Advisors
Tennessee
$3.31M +$3.31M +56,586 New
Invesco
173
Invesco
Georgia
$3.18M +$3.18M +54,400 New
EWA
174
EP Wealth Advisors
California
$3.16M +$23.7K +405 +0.8%
SFA
175
Souders Financial Advisors
Ohio
$3.15M +$269K +4,597 +9%
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7
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