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Vanguard Intermediate-Term Treasury ETF
VGIT

569 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, 164 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 164

41% more capital invested

Capital invested by funds: $9.26B → $13B (+$3.76B)

30% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 66

26% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.05M

12% more funds holding in top 10

Funds holding in top 10: 69 → 77 (+8)

9.35% more ownership

Funds ownership: 67.15% → 76.5% (+9.3%)

3% more funds holding

Funds holding: 555 → 569 (+14)

Holders
569
Holders Change
+14
Holders Change %
+2.52%
% of All Funds
9.03%
Holding in Top 10
77
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.59%
% of All Funds
1.22%
New
86
Increased
253
Reduced
164
Closed
66
Calls
$1.32M
Puts
$1.05M
Net Calls
+$274K
Net Calls Change
-$389K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.64B
2
SCM
SCS Capital Management
Massachusetts
+$494M
3
Morgan Stanley
Morgan Stanley
New York
+$460M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
5
JP Morgan Chase
JP Morgan Chase
New York
+$297M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
-$44.5M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$29.1M
3
OP
ORG Partners
Indiana
-$25.4M
4
RCM
Rain Capital Management
Oregon
-$21.3M
5
SFS
Strategic Financial Services
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.74B +$1.64B +28,344,439 +1,331%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.17B +$297M +5,131,234 +34%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$946M +$241M +4,150,652 +33%
Morgan Stanley
4
Morgan Stanley
New York
$844M +$460M +7,937,334 +116%
SCM
5
SCS Capital Management
Massachusetts
$487M +$494M +8,514,984 New
Creative Planning
6
Creative Planning
Kansas
$433M +$39.7M +685,190 +10%
RWP
7
RWA Wealth Partners
Massachusetts
$416M +$14.5M +250,374 +4%
State Street
8
State Street
Massachusetts
$389M – – –
Fidelity Investments
9
Fidelity Investments
Massachusetts
$345M +$349M +6,021,089 +32,473%
BSW
10
Buckingham Strategic Wealth
Missouri
$268M +$22M +378,781 +9%
Fisher Asset Management
11
Fisher Asset Management
Washington
$242M -$3.03M -52,334 -1%
UBS Group
12
UBS Group
Switzerland
$208M -$566K -9,760 -0.3%
BTI
13
Blue Trust Inc
Georgia
$199M +$8.88M +153,214 +5%
MG
14
Mather Group
Illinois
$198M +$12.1M +208,814 +6%
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$194M – – –
NL
16
NEPC LLC
Massachusetts
$181M +$183M +3,162,938 +186,274%
Ameriprise
17
Ameriprise
Minnesota
$163M +$16.1M +277,423 +11%
FIB
18
First Interstate Bank
Montana
$149M -$4.58M -78,925 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$146M +$3.51M +60,602 +2%
FG
20
Foster Group
Iowa
$135M +$5.67M +97,714 +4%
Charles Schwab
21
Charles Schwab
California
$134M +$135M +2,332,551 +17,699%
MIS
22
Morningstar Investment Services
Illinois
$121M -$6.22M -107,279 -5%
Wells Fargo
23
Wells Fargo
California
$117M -$15.4M -265,311 -11%
HFS
24
Heritage Financial Services
Massachusetts
$117M +$8.57M +147,827 +8%
JPG
25
Jordan Park Group
California
$113M -$1.04M -17,927 -0.9%
1
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VGIT Hedge Fund Activity: Q3 2023 in Review

569 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2023, worth a combined $13B — up 41% from $9.26B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VGIT positions and 66 closed out — a net gain of 20 holders — while 253 added to existing stakes and 164 trimmed.

The largest buyer was Bank of America, adding an estimated $1.64B. The largest seller was LJI Wealth Management, cutting an estimated $44.5M.

  • 569 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2023, up from 555 in Q2 2023.
  • Funds reported $13B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2023, up 41% quarter-over-quarter.
  • 86 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2023 and 66 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2023 was Bank of America, an estimated $1.64B added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2023 was LJI Wealth Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q3 2023.