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Vanguard Intermediate-Term Treasury ETF
VGIT

406 hedge funds and large institutions have $6.55B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 161 increasing their positions, 107 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

50% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 107

25% more capital invested

Capital invested by funds: $5.22B → $6.55B (+$1.32B)

13% more funds holding in top 10

Funds holding in top 10: 30 → 34 (+4)

10% more funds holding

Funds holding: 369 → 406 (+37)

6.09% more ownership

Funds ownership: 62.99% → 69.08% (+6.1%)

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
6.25%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.52%
New
89
Increased
161
Reduced
107
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$998M
2
Jane Street
Jane Street
New York
+$78.6M
3
AWM
AE Wealth Management
Kansas
+$62.5M
4
LSAG
Lake Street Advisors Group
New Hampshire
+$56.5M
5
Creative Planning
Creative Planning
Kansas
+$50.8M

Top Sellers

1
JPG
Jordan Park Group
California
-$55.9M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$39.4M
3
Ameriprise
Ameriprise
Minnesota
-$33.9M
4
RWRC
R.W. Roge & Company
New York
-$31.1M
5
OWM
OneAscent Wealth Management
Alabama
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$991M +$998M +14,895,986 +116,740%
State Street
2
State Street
Massachusetts
$452M – – –
Charles Schwab
3
Charles Schwab
California
$448M +$12.6M +188,132 +3%
BSW
4
Buckingham Strategic Wealth
Missouri
$292M +$10.9M +162,608 +4%
Creative Planning
5
Creative Planning
Kansas
$286M +$50.8M +758,374 +21%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$256M -$7.78M -116,086 -3%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$215M +$27.7M +412,996 +15%
Bank of America
8
Bank of America
North Carolina
$192M +$23.3M +347,251 +14%
MIS
9
Morningstar Investment Services
Illinois
$172M +$23.1M +345,179 +15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$166M +$23.3M +347,188 +16%
Mitsubishi UFJ Asset Management
11
Mitsubishi UFJ Asset Management
Japan
$158M -$5.43M -81,000 -3%
MG
12
Mather Group
Illinois
$132M +$27.1M +404,178 +25%
Wells Fargo
13
Wells Fargo
California
$129M +$7.47M +111,405 +6%
AWM
14
AE Wealth Management
Kansas
$128M +$62.5M +932,356 +94%
Jane Street
15
Jane Street
New York
$126M +$78.6M +1,172,264 +164%
Morgan Stanley
16
Morgan Stanley
New York
$111M +$20.2M +302,032 +22%
CIA
17
Choate Investment Advisors
Massachusetts
$97.9M -$2.53M -37,692 -2%
Ameriprise
18
Ameriprise
Minnesota
$87.4M -$33.9M -506,047 -28%
UBS Group
19
UBS Group
Switzerland
$80.5M +$4.33M +64,624 +6%
JPG
20
Jordan Park Group
California
$71.4M -$55.9M -833,904 -44%
VA
21
Valmark Advisers
Ohio
$70M +$1.67M +24,931 +2%
AI
22
Atria Investments
North Carolina
$62.7M -$1.9M -28,318 -3%
RIG
23
RiverFront Investment Group
Virginia
$61M +$1.49M +22,307 +2%
GWM
24
Gitterman Wealth Management
New Jersey
$60.6M +$1.23M +18,376 +2%
IA
25
IndexIQ Advisors
New York
$60M +$33.4M +498,143 +123%
1
2 3 4 5

VGIT Hedge Fund Activity: Q4 2021 in Review

406 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2021, worth a combined $6.55B — up 25% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VGIT positions and 45 closed out — a net gain of 44 holders — while 161 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $998M. The largest seller was Jordan Park Group, cutting an estimated $55.9M.

  • 406 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2021, up from 369 in Q3 2021.
  • Funds reported $6.55B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 89 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2021 and 45 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $998M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2021 was Jordan Park Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.