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Vanguard Intermediate-Term Treasury ETF

418 hedge funds and large institutions have $6.46B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

15% more capital invested

Capital invested by funds: $5.63B → $6.46B (+$830M)

5.03% more ownership

Funds ownership: 64.43%69.46% (+5%)

2% more funds holding

Funds holding: 408418 (+10)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

Holders
418
Holders Change
+10
Holders Change %
+2.45%
% of All Funds
7.04%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
0.83%
New
60
Increased
153
Reduced
156
Closed
42
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFG Advisory
Georgia
$1.06M +$283K +4,614 +36%
GM
202
GeoWealth Management
Illinois
$1.06M -$21.7K -355 -2%
SFA
203
Source Financial Advisors
New York
$1.06M -$20K -327 -2%
RWA
204
RGT Wealth Advisors
Texas
$1.05M
GA
205
Greenspring Advisors
Maryland
$1.04M +$1.04M +17,064 New
PA
206
Parkside Advisors
California
$1.03M +$670K +10,945 +185%
SCA
207
STALEY CAPITAL ADVISERS
Pennsylvania
$1.03M +$1.03M +16,800 New
PWMAG
208
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$58.2K +950 +6%
WANY
209
Wealthspire Advisors (New York)
New York
$1.02M -$1.06M -17,296 -51%
QA
210
Quantitative Advantage
Minnesota
$1.01M -$23K -376 -2%
MIAN
211
Mariner Independent Advisor Network
Kansas
$964K +$966K +15,783 New
OFG
212
Orcam Financial Group
California
$948K +$95.2K +1,554 +11%
USCWA
213
U.S. Capital Wealth Advisors
Texas
$926K +$35K +571 +4%
TDWM
214
Topel & Distasi Wealth Management
California
$909K -$223K -3,641 -20%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$864K +$81.4K +1,330 +10%
CFGS
216
Concourse Financial Group Securities
Alabama
$856K +$290K +4,733 +51%
WJA
217
Willis Johnson & Associates
Texas
$853K +$46.4K +757 +6%
LC
218
LCNB Corp
Ohio
$845K +$539K +8,802 +176%
CSIA
219
Charles Schwab Investment Advisory
California
$804K +$479K +7,823 +147%
IIM
220
Ironwood Investment Management
Massachusetts
$800K +$11.3K +185 +1%
FMWA
221
Forvis Mazars Wealth Advisors
Missouri
$792K +$793K +12,948 New
MCWS
222
McKinley Carter Wealth Services
West Virginia
$784K -$646K -10,545 -45%
VFA
223
Values First Advisors
Tennessee
$779K -$774K -12,634 -50%
FA
224
FC Advisory
Pennsylvania
$768K -$193K -3,154 -20%
MWM
225
Merriman Wealth Management
Washington
$742K +$438K +7,148 +143%

VGIT Hedge Fund Activity: Q2 2022 in Review

418 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2022, worth a combined $6.46B — up 15% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VGIT positions and 42 closed out — a net gain of 18 holders — while 153 added to existing stakes and 156 trimmed.

The largest buyer was Charles Schwab, adding an estimated $324M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $235M.

  • 418 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2022, up from 408 in Q1 2022.
  • Funds reported $6.46B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 60 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2022 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2022 was Charles Schwab, an estimated $324M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2022.