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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

568 hedge funds and large institutions have $13B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 253 increasing their positions, 163 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+14
Holders Change %
+2.53%
% of All Funds
9.06%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.23%
New
86
Increased
253
Reduced
163
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.74B
2
SCM
SCS Capital Management
Massachusetts
$487M
3
Morgan Stanley
Morgan Stanley
New York
$844M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$345M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.17B

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$1.18M
2
HFRG
Houlihan Financial Resource Group
Virginia
$1.19M
3
OP
ORG Partners
Indiana
$241K
4
RCM
Rain Capital Management
Oregon
$76.2K
5
SFS
Strategic Financial Services
New York
$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
151
Theory Financial
Colorado
$6.16M +$17.4K +305 +0.3%
CCA
152
Cravens & Co Advisors
Tennessee
$6.08M +$10.6K +185 +0.2%
AA
153
ALPS Advisors
Colorado
$6.07M -$12.2M -214,306 -67%
KAM
154
Kraft Asset Management
Tennessee
$6.06M -$310K -5,423 -5%
RW
155
REDW Wealth
New Mexico
$6.03M +$197K +3,441 +3%
DF
156
Donoghue Forlines
Massachusetts
$6M +$6M +104,926 New
THL
157
Tillman Hartley LLC
Colorado
$5.94M – – –
CWP
158
Concord Wealth Partners
Virginia
$5.94M -$4.08M -71,405 -41%
PWAC
159
Private Wealth Advisors (California)
California
$5.88M +$81.2K +1,420 +1%
TI
160
Tidal Investments
Wisconsin
$5.52M +$4.41M +77,092 +395%
JTWM
161
Jackson Thornton Wealth Management
Alabama
$5.51M +$740K +12,944 +15%
Luther King Capital Management (LKCM)
162
Luther King Capital Management (LKCM)
Texas
$5.51M -$5.65M – –
Comerica Bank
163
Comerica Bank
Texas
$5.5M +$5.5M +96,165 New
PBO
164
Peoples Bank (Ohio)
Ohio
$5.47M -$181K -3,168 -3%
RFP
165
Roth Financial Partners
Texas
$5.43M +$5.43M +94,958 New
SW
166
StrongBox Wealth
Missouri
$5.4M +$1.93M +33,829 +56%
SW
167
SkyOak Wealth
Michigan
$5.37M +$493K +8,627 +10%
WL
168
WIT LLC
District of Columbia
$5.06M +$5.06M +89 New
CCM
169
Coldstream Capital Management
Washington
$4.98M +$1.46M +25,569 +42%
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$4.98M – – –
BBNB
171
Baker Boyer National Bank
Washington
$4.89M +$42K +735 +0.9%
AWS
172
Atria Wealth Solutions
New York
$4.8M -$148K -2,596 -3%
EWA
173
EverSource Wealth Advisors
Alabama
$4.77M +$1.06M +18,502 +29%
SW
174
Simplicity Wealth
New Jersey
$4.7M +$188K +3,289 +4%
RFC
175
Regions Financial Corp
Alabama
$4.7M +$359K +6,277 +8%
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7
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