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Vanguard Intermediate-Term Treasury ETF
VGIT

358 hedge funds and large institutions have $4.66B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 140 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

30% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.74M

17% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 120

15% more capital invested

Capital invested by funds: $4.07B → $4.66B (+$594M)

4.1% more ownership

Funds ownership: 56.16% → 60.25% (+4.1%)

3% more funds holding

Funds holding: 349 → 358 (+9)

28% less funds holding in top 10

Funds holding in top 10: 29 → 21 (-8)

Holders
358
Holders Change
+9
Holders Change %
+2.58%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.37%
New
44
Increased
140
Reduced
120
Closed
30
Calls
$2.27M
Puts
$1.74M
Net Calls
+$529K
Net Calls Change
+$980K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$429M
2
Creative Planning
Creative Planning
Kansas
+$83.6M
3
BSW
Buckingham Strategic Wealth
Missouri
+$48.1M
4
MG
Mather Group
Illinois
+$32.6M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$21.8M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$97.6M
2
AIC
Ameritas Investment Company
Nebraska
-$24.6M
3
UBS Group
UBS Group
Switzerland
-$22.6M
4
II
Inspire Investing
Idaho
-$16M
5
SWM
Sanctuary Wealth Management
Idaho
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
201
Insight 2811 Inc
Illinois
$570K +$26K +384 +5%
VVP
202
Venture Visionary Partners
Ohio
$563K -$274K -4,054 -33%
VCP
203
Vista Capital Partners
Oregon
$562K +$21.8K +322 +4%
FPF
204
First Pacific Financial
Washington
$557K +$313K +4,620 +129%
SWP
205
Stratos Wealth Partners
Ohio
$541K +$2.71K +40 +0.5%
TSA
206
Tri-Star Advisors
Texas
$538K – – –
GG
207
GenWealth Group
New Jersey
$535K – – –
VWA
208
VERITY Wealth Advisors
United States
$535K – – –
GIA
209
Gladstone Institutional Advisory
Florida
$520K -$43.1K -637 -8%
LA
210
Latitude Advisors
Florida
$516K -$45.8K -676 -8%
PGA
211
Portland Global Advisors
Maine
$515K +$514K +7,600 New
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$510K +$86.9K +1,284 +21%
SFM
213
Signet Financial Management
New Jersey
$508K +$87.1K +1,287 +21%
NWS
214
Newport Wealth Strategies
California
$498K -$209K -3,090 -30%
PA
215
Parkside Advisors
California
$498K +$8.8K +130 +2%
JBA
216
Johnson Bixby & Associates
Washington
$482K +$478K +7,057 New
SAM
217
Secure Asset Management
Michigan
$476K +$58.2K +860 +14%
SFS
218
Strategic Financial Services
New York
$475K +$152K +2,250 +47%
Citigroup
219
Citigroup
New York
$461K -$133K -1,958 -22%
JCM
220
Jag Capital Management
Missouri
$447K – – –
DIM
221
Delta Investment Management
California
$445K +$444K +6,556 New
SIS
222
Sound Income Strategies
Florida
$438K +$432K +6,377 +8,391%
MWM
223
Merriman Wealth Management
Washington
$426K -$93.3K -1,378 -18%
RS
224
Retirement Solution
Washington
$425K -$68 -1 -0%
William Blair & Company
225
William Blair & Company
Illinois
$419K -$102K -1,501 -20%
7 8
9
10 11

VGIT Hedge Fund Activity: Q2 2021 in Review

358 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2021, worth a combined $4.66B — up 15% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VGIT positions and 30 closed out — a net gain of 14 holders — while 140 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $429M. The largest seller was Choate Investment Advisors, cutting an estimated $97.6M.

  • 358 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2021, up from 349 in Q1 2021.
  • Funds reported $4.66B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 44 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2021 and 30 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2021 was Charles Schwab, an estimated $429M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2021 was Choate Investment Advisors, an estimated $97.6M sold.

Based on aggregated 13F filings for Q2 2021.