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Vanguard Intermediate-Term Treasury ETF
VGIT

406 hedge funds and large institutions have $6.55B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 161 increasing their positions, 107 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

50% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 107

25% more capital invested

Capital invested by funds: $5.22B → $6.55B (+$1.32B)

13% more funds holding in top 10

Funds holding in top 10: 30 → 34 (+4)

10% more funds holding

Funds holding: 369 → 406 (+37)

6.09% more ownership

Funds ownership: 62.99% → 69.08% (+6.1%)

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
6.25%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.52%
New
89
Increased
161
Reduced
107
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$998M
2
Jane Street
Jane Street
New York
+$78.6M
3
AWM
AE Wealth Management
Kansas
+$62.5M
4
LSAG
Lake Street Advisors Group
New Hampshire
+$56.5M
5
Creative Planning
Creative Planning
Kansas
+$50.8M

Top Sellers

1
JPG
Jordan Park Group
California
-$55.9M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$39.4M
3
Ameriprise
Ameriprise
Minnesota
-$33.9M
4
RWRC
R.W. Roge & Company
New York
-$31.1M
5
OWM
OneAscent Wealth Management
Alabama
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
176
Monument Capital Management
Virginia
$1.72M -$451K -6,736 -21%
SC
177
Sinecera Capital
Texas
$1.71M +$4.4M +65,637 New
LFA
178
Lauterbach Financial Advisors
Texas
$1.71M +$1.72M +25,709 New
SCA
179
Spearhead Capital Advisors
Florida
$1.7M +$238K +3,549 +16%
HI
180
Human Investing
Oregon
$1.68M +$263K +3,929 +18%
BC
181
Brio Consultants
California
$1.66M +$1.67M +24,955 New
AAP
182
Arax Advisory Partners
Colorado
$1.62M +$66.5K +993 +4%
VFA
183
Values First Advisors
Tennessee
$1.61M +$231K +3,447 +17%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$1.59M +$1.6M +23,931 New
DFG
185
Demars Financial Group
Washington
$1.5M -$3.79M -56,540 -71%
PGA
186
Portland Global Advisors
Maine
$1.47M +$786K +11,735 +114%
GC
187
Gilbert & Cook
Iowa
$1.45M +$17.6K +262 +1%
Stifel Financial
188
Stifel Financial
Missouri
$1.44M -$205K -3,058 -12%
CSIA
189
Conrad Siegel Investment Advisors
Pennsylvania
$1.44M +$1.45M +21,616 New
SB
190
Strategic Blueprint
Georgia
$1.34M +$601K +8,963 +80%
LFA
191
Laraway Financial Advisors
Minnesota
$1.32M +$1.33M +19,830 New
FW
192
FirstPurpose Wealth
Utah
$1.3M +$1.31M +19,566 New
TI
193
Tidal Investments
Wisconsin
$1.3M – – –
IA
194
IFG Advisors
Missouri
$1.26M -$185K -2,766 -13%
BAM
195
Belpointe Asset Management
Nevada
$1.26M +$59.2K +884 +5%
GM
196
GeoWealth Management
Illinois
$1.25M -$26.3K -392 -2%
SFA
197
Source Financial Advisors
New York
$1.23M -$46.5K -694 -4%
VCM
198
Virtue Capital Management
Tennessee
$1.23M +$1.24M +18,516 New
LA
199
Latitude Advisors
Florida
$1.22M +$200K +2,991 +19%
FA
200
FC Advisory
Pennsylvania
$1.22M -$34K -508 -3%
6 7
8
9 10

VGIT Hedge Fund Activity: Q4 2021 in Review

406 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2021, worth a combined $6.55B — up 25% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VGIT positions and 45 closed out — a net gain of 44 holders — while 161 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $998M. The largest seller was Jordan Park Group, cutting an estimated $55.9M.

  • 406 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $6.55B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 89 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2021 and 45 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $998M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2021 was Jordan Park Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.