We are live on ! Find out more
VGIT icon

Vanguard Intermediate-Term Treasury ETF

439 hedge funds and large institutions have $8.32B invested in Vanguard Intermediate-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 170 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 31

29% more capital invested

Capital invested by funds: $6.46B → $8.32B (+$1.86B)

12% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 152

5% more funds holding

Funds holding: 418439 (+21)

1.77% more ownership

Funds ownership: 69.46%71.23% (+1.8%)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

Holders
439
Holders Change
+21
Holders Change %
+5.02%
% of All Funds
7.56%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.83%
New
59
Increased
170
Reduced
152
Closed
31
Calls
$327K
Puts
Net Calls
+$327K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.79B +$1.61B +26,601,698 +660%
Charles Schwab
2
Charles Schwab
California
$738M +$25.5M +421,146 +3%
State Street
3
State Street
Massachusetts
$397M
Creative Planning
4
Creative Planning
Kansas
$304M +$39.6M +652,755 +14%
Fisher Asset Management
5
Fisher Asset Management
Washington
$269M +$275M +4,538,552 +6,384%
BTI
6
Blue Trust Inc
Georgia
$257M -$3.76M -61,962 -1%
Morgan Stanley
7
Morgan Stanley
New York
$241M +$19.2M +316,746 +8%
BSW
8
Buckingham Strategic Wealth
Missouri
$234M -$10.6M -175,517 -4%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$198M
TAIM
10
TD Ameritrade Investment Management
Nebraska
$180M -$11.9M -196,949 -6%
JPG
11
Jordan Park Group
California
$169M +$156M +2,576,644 +817%
Wells Fargo
12
Wells Fargo
California
$150M +$698K +11,512 +0.4%
MG
13
Mather Group
Illinois
$150M +$11.2M +184,747 +8%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$137M +$48.3M +797,204 +51%
MIS
15
Morningstar Investment Services
Illinois
$134M -$19.5M -322,236 -12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$126M +$5.72M +94,415 +5%
Mitsubishi UFJ Asset Management
17
Mitsubishi UFJ Asset Management
Japan
$108M -$7.66M -126,300 -6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$103M -$2.54M -41,838 -2%
Jane Street
19
Jane Street
New York
$94M +$76.9M +1,268,731 +369%
Bank of America
20
Bank of America
North Carolina
$92.9M -$96.9M -1,598,948 -50%
Ameriprise
21
Ameriprise
Minnesota
$90.1M +$18.6M +307,382 +25%
UBS Group
22
UBS Group
Switzerland
$81.8M -$4.52M -74,506 -5%
FIB
23
First Interstate Bank
Montana
$77.3M +$43.9M +724,540 +121%
BSB
24
Bangor Savings Bank
Maine
$73.1M -$3.97M -65,485 -5%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$67.4M +$10.4M +171,362 +17%

VGIT Hedge Fund Activity: Q3 2022 in Review

439 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2022, worth a combined $8.32B — up 29% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VGIT positions and 31 closed out — a net gain of 28 holders — while 170 added to existing stakes and 152 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.61B. The largest seller was Bank of America, cutting an estimated $96.9M.

  • 439 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2022, up from 418 in Q2 2022.
  • Funds reported $8.32B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2022, up 29% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2022 and 31 closed out, a net change of +28 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $1.61B added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2022 was Bank of America, an estimated $96.9M sold.

Based on aggregated 13F filings for Q3 2022.