Vanguard Intermediate-Term Treasury ETF
VGIT
569 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, 164 reducing their positions, and 66 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 164
41% more capital invested
Capital invested by funds: $9.26B → $13B (+$3.76B)
30% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 66
26% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $1.05M
12% more funds holding in top 10
Funds holding in top 10: 69 → 77 (+8)
9.35% more ownership
Funds ownership: 67.15% → 76.5% (+9.3%)
3% more funds holding
Funds holding: 555 → 569 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.64B |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$494M |
| 3 |
Morgan Stanley
New York
|
+$460M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$349M |
| 5 |
JP Morgan Chase
New York
|
+$297M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$44.5M |
| 2 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$29.1M |
| 3 |
OP
ORG Partners
Roanoke,
Indiana
|
-$25.4M |
| 4 |
RCM
Rain Capital Management
Lake Oswego,
Oregon
|
-$21.3M |
| 5 |
SFS
Strategic Financial Services
Utica,
New York
|
-$19.2M |
VGIT Hedge Fund Activity: Q3 2023 in Review
569 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2023, worth a combined $13B — up 41% from $9.26B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new VGIT positions and 66 closed out — a net gain of 20 holders — while 253 added to existing stakes and 164 trimmed.
The largest buyer was Bank of America, adding an estimated $1.64B. The largest seller was LJI Wealth Management, cutting an estimated $44.5M.
- 569 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2023, up from 555 in Q2 2023.
- Funds reported $13B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2023, up 41% quarter-over-quarter.
- 86 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2023 and 66 closed out, a net change of +20 holders.
- The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2023 was Bank of America, an estimated $1.64B added.
- The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2023 was LJI Wealth Management, an estimated $44.5M sold.
Based on aggregated 13F filings for Q3 2023.