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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
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$12.2M +$547K +9,308 +5%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$12.1M -$3.77M -64,191 -24%
MIM
153
Morningstar Investment Management
Illinois
$12.1M +$1.2M +20,354 +11%
EWA
154
Elevate Wealth Advisory
Georgia
$11.9M +$132K +2,249 +1%
Jones Financial Companies
155
Jones Financial Companies
Missouri
$11.6M +$2.51M +42,663 +27%
ML
156
Mayport LLC
Massachusetts
$11.5M +$2.76M +47,035 +31%
PNAA
157
Pictet North America Advisors
Switzerland
$11.4M -$3.5M -59,503 -23%
NRWA
158
North Ridge Wealth Advisors
Oregon
$11.4M +$74.8K +1,273 +0.7%
MIA
159
MainStreet Investment Advisors
Illinois
$11.1M -$575K -9,791 -5%
DWM
160
Dakota Wealth Management
Florida
$10.5M +$9.74M +165,662 +1,035%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$10.5M -$2M -34,049 -16%
BBNA
162
Bremer Bank National Association
Minnesota
$10.5M
VPA
163
Vernal Point Advisors
California
$10.4M +$1.01M +17,235 +11%
SL
164
Salomon & Ludwin
Virginia
$10.4M +$318K +5,408 +3%
AssetMark Inc
165
AssetMark Inc
California
$10.3M +$9.93M +168,900 +2,101%
NCG
166
Newport Capital Group
New Jersey
$10.3M -$571K -9,709 -5%
LBC
167
Lowe Brockenbrough & Co
Virginia
$10.2M -$470K -7,999 -4%
KPP
168
Kings Path Partners
Texas
$10.2M +$427K +7,260 +4%
EWA
169
EverSource Wealth Advisors
Alabama
$10.2M +$2.07M +35,141 +25%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$10.1M +$856K +14,566 +9%
ACS
171
Archford Capital Strategies
Illinois
$10.1M +$29.9K +509 +0.3%
SWM
172
Seaside Wealth Management
California
$10.1M +$748K +12,726 +8%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$9.98M -$1.02M -17,308 -9%
THL
174
Tillman Hartley LLC
Colorado
$9.72M -$202K -3,437 -2%
PFT
175
Providence First Trust
Arizona
$9.56M +$9.69M +164,820 New

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.