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Vanguard Intermediate-Term Treasury ETF

418 hedge funds and large institutions have $6.46B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

15% more capital invested

Capital invested by funds: $5.63B → $6.46B (+$830M)

5.03% more ownership

Funds ownership: 64.43%69.46% (+5%)

2% more funds holding

Funds holding: 408418 (+10)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

Holders
418
Holders Change
+10
Holders Change %
+2.45%
% of All Funds
7.04%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
0.83%
New
60
Increased
153
Reduced
156
Closed
42
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$748M +$324M +5,298,134 +76%
State Street
2
State Street
Massachusetts
$416M
Creative Planning
3
Creative Planning
Kansas
$279M -$8.71M -142,275 -3%
BTI
4
Blue Trust Inc
Georgia
$269M +$262M +4,271,527 New
BSW
5
Buckingham Strategic Wealth
Missouri
$257M -$4.82M -78,679 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$246M -$1.75M -28,608 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$233M +$80.6M +1,317,035 +53%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$207M
TAIM
9
TD Ameritrade Investment Management
Nebraska
$201M -$2.42M -39,463 -1%
Bank of America
10
Bank of America
North Carolina
$195M +$40.8M +666,769 +26%
MIS
11
Morningstar Investment Services
Illinois
$159M -$5.79M -94,582 -3%
Wells Fargo
12
Wells Fargo
California
$157M +$29.7M +484,712 +23%
MG
13
Mather Group
Illinois
$146M +$7.53M +123,018 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$127M -$10.9M -178,615 -8%
Mitsubishi UFJ Asset Management
15
Mitsubishi UFJ Asset Management
Japan
$121M -$16.7M -273,200 -12%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$110M +$110M +1,798,231 +52,580%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$94.7M +$95.4M +1,557,525 New
UBS Group
18
UBS Group
Switzerland
$90.3M +$3.27M +53,369 +4%
BSB
19
Bangor Savings Bank
Maine
$80.6M +$56.1M +915,693 +227%
Ameriprise
20
Ameriprise
Minnesota
$76.1M -$6.79M -110,832 -8%
VA
21
Valmark Advisers
Ohio
$64M -$863K -14,090 -1%
G
22
GenTrust
Florida
$63.8M +$63.9M +1,043,481 New
CPO
23
Cerity Partners OCIO
New York
$63.7M +$62.9M +1,027,689 +7,065%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$60.2M +$20.9M +341,837 +53%
GWM
25
Gitterman Wealth Management
New Jersey
$58.5M +$698K +11,405 +1%

VGIT Hedge Fund Activity: Q2 2022 in Review

418 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2022, worth a combined $6.46B — up 15% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VGIT positions and 42 closed out — a net gain of 18 holders — while 153 added to existing stakes and 156 trimmed.

The largest buyer was Charles Schwab, adding an estimated $324M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $235M.

  • 418 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2022, up from 408 in Q1 2022.
  • Funds reported $6.46B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 60 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2022 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2022 was Charles Schwab, an estimated $324M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2022.