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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

568 hedge funds and large institutions have $13B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 253 increasing their positions, 163 reducing their positions, and 66 closing their positions.

Holders
568
Holders Change
+14
Holders Change %
+2.53%
% of All Funds
9.06%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.23%
New
86
Increased
253
Reduced
163
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.74B
2
SCM
2
SCS Capital Management
Massachusetts
$487M
3
Morgan Stanley
3
Morgan Stanley
New York
$844M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$345M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.17B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
LWM
2
LJI Wealth Management
Indiana
$1.18M
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$1.19M
4
OP
4
ORG Partners
Indiana
$241K
5
RCM
5
Rain Capital Management
Oregon
$76.2K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.74B 30,474,035 +28,344,439 +1,331%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.17B 20,426,546 +5,131,234 +34%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$946M 16,554,929 +4,150,652 +33%
Morgan Stanley
4
Morgan Stanley
New York
$844M 14,769,022 +7,937,334 +116%
SCM
5
SCS Capital Management
Massachusetts
$487M 8,514,984 +8,514,984 New
Creative Planning
6
Creative Planning
Kansas
$433M 7,572,733 +685,190 +10%
RWP
7
RWA Wealth Partners
Massachusetts
$416M 7,281,396 +250,374 +4%
State Street
8
State Street
Massachusetts
$389M 6,800,000 – –
Fidelity Investments
9
Fidelity Investments
Massachusetts
$345M 6,039,631 +6,021,089 +32,473%
BSW
10
Buckingham Strategic Wealth
Missouri
$268M 4,697,942 +378,781 +9%
Fisher Asset Management
11
Fisher Asset Management
Washington
$242M 4,231,999 -52,334 -1%
UBS Group
12
UBS Group
Switzerland
$208M 3,634,239 -9,760 -0.3%
BTI
13
Blue Trust Inc
Georgia
$199M 3,398,865 +153,214 +5%
MG
14
Mather Group
Illinois
$198M 3,462,780 +208,814 +6%
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$194M 3,390,733 – –
NL
16
NEPC LLC
Massachusetts
$181M 3,164,636 +3,162,938 +186,274%
Ameriprise
17
Ameriprise
Minnesota
$163M 2,860,561 +277,423 +11%
FIB
18
First Interstate Bank
Montana
$149M 2,599,800 -78,925 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$146M 2,557,553 +60,602 +2%
FG
20
Foster Group
Iowa
$135M 2,370,636 +97,714 +4%
Charles Schwab
21
Charles Schwab
California
$134M 2,345,730 +2,332,551 +17,699%
MIS
22
Morningstar Investment Services
Illinois
$121M 2,120,738 -107,279 -5%
Wells Fargo
23
Wells Fargo
California
$117M 2,055,958 -265,311 -11%
HFS
24
Heritage Financial Services
Massachusetts
$117M 2,048,010 +147,827 +8%
JPG
25
Jordan Park Group
California
$113M 1,979,700 -17,927 -0.9%
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