VGIT icon

Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

568 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, 163 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+14
Holders Change %
+2.53%
% of All Funds
9.06%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.23%
New
86
Increased
253
Reduced
163
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.74B
2
SCM
SCS Capital Management
Massachusetts
$487M
3
Morgan Stanley
Morgan Stanley
New York
$844M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$345M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.17B

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$1.18M
2
HFRG
Houlihan Financial Resource Group
Virginia
$1.19M
3
OP
ORG Partners
Indiana
$241K
4
RCM
Rain Capital Management
Oregon
$76.2K
5
SFS
Strategic Financial Services
New York
$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
201
RB Capital Management
Nevada
$3.46M +$77.6K +1,357 +2%
NP
202
Nilsine Partners
Colorado
$3.4M +$3.4M +59,557 New
MA
203
Modus Advisors
Minnesota
$3.39M +$113K +1,974 +3%
FVWA
204
Foster Victor Wealth Advisors
South Carolina
$3.33M +$48.8K +863 +1%
CAMV
205
Concord Asset Management (Virginia)
Virginia
$3.22M -$1.55M -27,051 -32%
DI
206
DDFG Inc
California
$3.18M +$91.7K +1,604 +3%
Citigroup
207
Citigroup
New York
$3.13M -$15.4M -268,947 -83%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$3.07M +$3.07M +53,682 New
FFA
209
Farther Finance Advisors
California
$3.07M +$632K +11,066 +26%
AAM
210
Ameraudi Asset Management
New York
$3.02M +$393K +6,881 +15%
SWRP
211
Summit Wealth & Retirement Planning
California
$3.01M -$389K -6,806 -11%
RSWM
212
Robertson Stephens Wealth Management
California
$3M +$3M +52,466 New
WPW
213
Watershed Private Wealth
Illinois
$2.98M +$16.7K +293 +0.6%
FW
214
FirstPurpose Wealth
Utah
$2.88M +$239K +4,177 +9%
SW
215
SMART Wealth
Nebraska
$2.88M +$2.88M +50,311 New
BW
216
Bison Wealth
Georgia
$2.86M -$3.71M -65,004 -56%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$2.86M -$142K -2,492 -5%
SL
218
Salomon & Ludwin
Virginia
$2.76M +$2.02M +30,602 +274%
OIA
219
OneDigital Investment Advisors
Kansas
$2.73M -$1.75M -30,543 -39%
CTWM
220
Cherry Tree Wealth Management
Minnesota
$2.7M +$48.6K +850 +2%
PA
221
Pinnacle Associates
New York
$2.61M +$449K +7,849 +21%
PWMAG
222
Pinnacle Wealth Management Advisory Group
New Jersey
$2.6M +$461K +8,064 +22%
BFA
223
Bragg Financial Advisors
North Carolina
$2.5M +$181K +3,162 +8%
WW
224
Waterfront Wealth
Kansas
$2.48M -$5.53M -97,723 -69%
HWAM
225
Hennion & Walsh Asset Management
New Jersey
$2.46M -$273K -4,783 -10%
7 8
9
10 11