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Vanguard Intermediate-Term Treasury ETF

408 hedge funds and large institutions have $5.63B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 140 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 50

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

0% more funds holding

Funds holding: 406408 (+2)

4.65% less ownership

Funds ownership: 69.08%64.43% (-4.7%)

10% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 156

14% less capital invested

Capital invested by funds: $6.55B → $5.63B (-$920M)

Holders
408
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
6.44%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.6%
New
61
Increased
140
Reduced
156
Closed
50
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$436M +$12.9M +200,042 +3%
State Street
2
State Street
Massachusetts
$428M
Creative Planning
3
Creative Planning
Kansas
$296M +$25.2M +390,023 +9%
BSW
4
Buckingham Strategic Wealth
Missouri
$269M -$7.69M -118,877 -3%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$266M +$19.3M +297,634 +8%
JP Morgan Chase
6
JP Morgan Chase
New York
$255M -$702M -10,851,619 -73%
MERSOM
7
Municipal Employees' Retirement System of Michigan
Michigan
$213M +$219M +3,390,733 New
TAIM
8
TD Ameritrade Investment Management
Nebraska
$209M +$6.03M +93,194 +3%
MIS
9
Morningstar Investment Services
Illinois
$170M +$7.67M +118,602 +5%
Bank of America
10
Bank of America
North Carolina
$159M -$23.3M -360,410 -12%
Morgan Stanley
11
Morgan Stanley
New York
$157M +$53.7M +829,606 +50%
MG
12
Mather Group
Illinois
$142M +$17.6M +271,516 +14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$142M -$16.2M -250,287 -10%
Mitsubishi UFJ Asset Management
14
Mitsubishi UFJ Asset Management
Japan
$142M -$7.78M -120,300 -5%
Wells Fargo
15
Wells Fargo
California
$131M +$9.07M +140,300 +7%
CIA
16
Choate Investment Advisors
Massachusetts
$90.4M -$2.36M -36,467 -2%
UBS Group
17
UBS Group
Switzerland
$89.6M +$13.8M +212,980 +18%
Ameriprise
18
Ameriprise
Minnesota
$84.8M +$2.13M +33,003 +3%
VA
19
Valmark Advisers
Ohio
$66.8M +$556K +8,599 +0.8%
AWM
20
AE Wealth Management
Kansas
$62.7M -$60.3M -932,380 -48%
GWM
21
Gitterman Wealth Management
New Jersey
$59.5M +$2.17M +33,523 +4%
RIG
22
RiverFront Investment Group
Virginia
$59.5M +$1.73M +26,813 +3%
LSAG
23
Lake Street Advisors Group
New Hampshire
$55.2M +$2.18M +33,682 +4%
SF
24
Synovus Financial
Georgia
$52.1M +$670K +10,366 +1%
LPL Financial
25
LPL Financial
California
$47.7M -$5.38M -83,253 -10%

VGIT Hedge Fund Activity: Q1 2022 in Review

408 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2022, worth a combined $5.63B — down 14% from $6.55B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VGIT positions and 50 closed out — a net gain of 11 holders — while 140 added to existing stakes and 156 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $219M. The largest seller was JP Morgan Chase, cutting an estimated $702M.

  • 408 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2022, up from 406 in Q4 2021.
  • Funds reported $5.63B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2022 and 50 closed out, a net change of +11 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2022 was Municipal Employees' Retirement System of Michigan, an estimated $219M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2022 was JP Morgan Chase, an estimated $702M sold.

Based on aggregated 13F filings for Q1 2022.