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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

508 hedge funds and large institutions have $8.99B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
8.13%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.02%
New
79
Increased
210
Reduced
151
Closed
51
Calls
$1.78M
Puts
$1.12M
Net Calls
+$660K
Net Calls Change
-$8.21M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$225M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$109M
3
Morgan Stanley
Morgan Stanley
New York
$302M
4
FG
Foster Group
Iowa
$133M
5
MAWA
Moss Adams Wealth Advisors
Washington
$60.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$931M
2
Bank of America
Bank of America
North Carolina
$120M
3
BTI
Blue Trust Inc
Georgia
$156M
4
MML Investors Services
MML Investors Services
Massachusetts
$10.5M
5
EW
Evoke Wealth
California
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
176
Northwest Wealth Management
Iowa
$3.55M -$292K -4,862 -8%
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$3.54M -$945K -15,767 -21%
MC
178
Minot Capital
Colorado
$3.48M – – –
AA
179
AJ Advisors
Tennessee
$3.45M +$56K +934 +2%
FVWA
180
Foster Victor Wealth Advisors
South Carolina
$3.42M +$17.6K +292 +0.5%
SFA
181
Souders Financial Advisors
Ohio
$3.41M +$179K +2,982 +6%
SPIA
182
Steward Partners Investment Advisory
New York
$3.37M -$1.22M -20,392 -27%
RCM
183
RB Capital Management
Nevada
$3.33M -$130K -2,173 -4%
MA
184
Modus Advisors
Minnesota
$3.27M +$68.7K +1,146 +2%
DI
185
DDFG Inc
California
$3.15M +$212K +3,529 +7%
FA
186
Fermata Advisors
California
$3.07M -$3.21M -53,579 -51%
BAM
187
BTS Asset Management
Massachusetts
$3.04M +$3.04M +50,622 New
B
188
Barings
North Carolina
$3.01M – – –
MWM
189
Marietta Wealth Management
Georgia
$2.94M +$233K +3,880 +9%
CCA
190
Checchi Capital Advisers
California
$2.94M +$44.4K +740 +2%
CA
191
Cambridge Associates
Massachusetts
$2.86M +$1.51M +25,146 +111%
KP
192
Keel Point
Alabama
$2.86M -$163K -2,718 -5%
AAM
193
Ameraudi Asset Management
New York
$2.78M +$2.56M +42,692 +1,154%
WPWM
194
Windward Private Wealth Management
Kansas
$2.76M -$208K -3,468 -7%
HWAM
195
Hennion & Walsh Asset Management
New Jersey
$2.67M -$56.8K -947 -2%
WPW
196
Watershed Private Wealth
Illinois
$2.62M +$351K +5,852 +15%
VAS
197
Valicenti Advisory Services
New York
$2.55M +$25.4K +423 +1%
AI
198
Atria Investments
North Carolina
$2.52M +$528K +8,813 +27%
FW
199
FirstPurpose Wealth
Utah
$2.52M +$297K +4,945 +13%
WWP
200
WR Wealth Planners
Missouri
$2.4M +$2.4M +39,974 New
6 7
8
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