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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
State Street
1
State Street
Massachusetts
$461M – – –
Charles Schwab
2
Charles Schwab
California
$430M +$429M +6,338,757 New
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$264M +$18.6M +275,306 +8%
BSW
4
Buckingham Strategic Wealth
Missouri
$254M +$48.1M +711,420 +23%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$216M +$21.8M +321,465 +11%
Creative Planning
6
Creative Planning
Kansas
$202M +$83.6M +1,235,322 +71%
Bank of America
7
Bank of America
North Carolina
$173M -$753K -11,133 -0.4%
Mitsubishi UFJ Asset Management
8
Mitsubishi UFJ Asset Management
Japan
$166M -$257K -3,800 -0.2%
MIS
9
Morningstar Investment Services
Illinois
$127M +$5.42M +80,012 +4%
CIA
10
Choate Investment Advisors
Massachusetts
$126M -$97.6M -1,441,959 -44%
Wells Fargo
11
Wells Fargo
California
$123M +$8.28M +122,345 +7%
Morgan Stanley
12
Morgan Stanley
New York
$106M +$15.5M +228,949 +17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$98.2M +$3.43M +50,610 +4%
Ameriprise
14
Ameriprise
Minnesota
$97M -$8.28M -122,346 -8%
RIG
15
RiverFront Investment Group
Virginia
$94.1M +$47.3K +699 +0.1%
UBS Group
16
UBS Group
Switzerland
$78.6M -$22.6M -334,610 -22%
AWM
17
AE Wealth Management
Kansas
$72.2M +$9.81M +144,960 +16%
VA
18
Valmark Advisers
Ohio
$69.2M -$8.65M -127,825 -11%
AI
19
Atria Investments
North Carolina
$62.9M +$2.26M +33,421 +4%
GWM
20
Gitterman Wealth Management
New Jersey
$56.3M +$10.6M +156,027 +23%
SF
21
Synovus Financial
Georgia
$53.5M +$4.1M +60,576 +8%
CWP
22
Concord Wealth Partners
Virginia
$51.5M +$9.47M +139,890 +23%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$48.2M +$8.57M +126,567 +22%
UCFA
24
United Capital Financial Advisors
Texas
$47.2M -$3.52M -51,960 -7%
AIC
25
Ameritas Investment Company
Nebraska
$45.7M -$24.6M -363,479 -100%
1
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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.