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Vanguard Intermediate-Term Treasury ETF
VGIT

369 hedge funds and large institutions have $5.22B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

45% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 112

43% more funds holding in top 10

Funds holding in top 10: 21 → 30 (+9)

12% more capital invested

Capital invested by funds: $4.66B → $5.22B (+$563M)

3% more funds holding

Funds holding: 358 → 369 (+11)

2.73% more ownership

Funds ownership: 60.25% → 62.99% (+2.7%)

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
6.46%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
41
Increased
162
Reduced
112
Closed
27
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
-$178K

Top Buyers

1
JPG
Jordan Park Group
California
+$130M
2
MG
Mather Group
Illinois
+$63.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.1M
4
Jane Street
Jane Street
New York
+$47.5M
5
AIC
Ameritas Investment Company
Nebraska
+$45M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$33.5M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$24.8M
3
CIA
Choate Investment Advisors
Massachusetts
-$24.1M
4
Morgan Stanley
Morgan Stanley
New York
-$14M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$459M – – –
Charles Schwab
2
Charles Schwab
California
$442M +$14.2M +207,812 +3%
BSW
3
Buckingham Strategic Wealth
Missouri
$286M +$33.1M +485,313 +13%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$264M +$57.1K +837 +0%
Creative Planning
5
Creative Planning
Kansas
$240M +$39.2M +575,006 +19%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$199M -$24.8M -363,706 -11%
Bank of America
7
Bank of America
North Carolina
$171M -$792K -11,624 -0.5%
Mitsubishi UFJ Asset Management
8
Mitsubishi UFJ Asset Management
Japan
$166M +$675K +9,900 +0.4%
MIS
9
Morningstar Investment Services
Illinois
$152M +$25.5M +374,480 +20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$146M +$48.1M +706,113 +49%
JPG
11
Jordan Park Group
California
$129M +$130M +1,908,019 New
Wells Fargo
12
Wells Fargo
California
$123M +$910K +13,352 +0.7%
Ameriprise
13
Ameriprise
Minnesota
$123M +$26.6M +389,835 +27%
MG
14
Mather Group
Illinois
$107M +$63.6M +932,759 +143%
CIA
15
Choate Investment Advisors
Massachusetts
$102M -$24.1M -353,152 -19%
Morgan Stanley
16
Morgan Stanley
New York
$91.9M -$14M -205,698 -13%
UBS Group
17
UBS Group
Switzerland
$77.4M -$932K -13,674 -1%
VA
18
Valmark Advisers
Ohio
$69.4M +$531K +7,795 +0.8%
AWM
19
AE Wealth Management
Kansas
$67.3M -$4.66M -68,314 -6%
AI
20
Atria Investments
North Carolina
$65.6M +$2.91M +42,610 +5%
RIG
21
RiverFront Investment Group
Virginia
$60.5M -$33.5M -491,010 -35%
GWM
22
Gitterman Wealth Management
New Jersey
$60.4M +$4.33M +63,511 +8%
SF
23
Synovus Financial
Georgia
$54.8M +$1.57M +22,961 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$52.1M +$21.4M +314,205 +69%
LPL Financial
25
LPL Financial
California
$49.9M +$17.2M +251,972 +52%
1
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VGIT Hedge Fund Activity: Q3 2021 in Review

369 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2021, worth a combined $5.22B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGIT positions and 27 closed out — a net gain of 14 holders — while 162 added to existing stakes and 112 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $130M. The largest seller was RiverFront Investment Group, cutting an estimated $33.5M.

  • 369 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2021, up from 358 in Q2 2021.
  • Funds reported $5.22B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2021 and 27 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2021 was Jordan Park Group, an estimated $130M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2021.