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Vanguard Intermediate-Term Treasury ETF
VGIT

Overview Fund Activity

659 hedge funds and large institutions have $17.5B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 256 increasing their positions, 189 reducing their positions, and 60 closing their positions.

Holders
659
Holders Change
+91
Holders Change %
+16.02%
% of All Funds
9.66%
Holding in Top 10
99
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.57%
% of All Funds
1.45%
New
163
Increased
256
Reduced
189
Closed
60
Calls
$1.74M
Puts
$3.26M
Net Calls
-$1.51M
Net Calls Change
-$1.79M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.62B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.84B
3
Bank of America
3
Bank of America
North Carolina
$2.71B
4
MWA
4
Midland Wealth Advisors
Illinois
$201M
5
G
5
GenTrust
Florida
$116M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$969M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$819M
3
State Street
3
State Street
Massachusetts
$344M
4
BA
4
Bridgewater Advisors
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$49.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.71B 45,747,043 +15,273,008 +50%
Morgan Stanley
2
Morgan Stanley
New York
$1.84B 31,010,204 +16,241,182 +110%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.62B 27,280,333 +21,240,702 +352%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$969M 16,342,248 -4,084,298 -20%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$819M 13,812,566 -2,742,363 -17%
SCM
6
SCS Capital Management
Massachusetts
$566M 9,536,708 +1,021,724 +12%
RWP
7
RWA Wealth Partners
Massachusetts
$504M 8,495,588 +1,214,192 +17%
Creative Planning
8
Creative Planning
Kansas
$489M 8,247,170 +674,437 +9%
State Street
9
State Street
Massachusetts
$344M 5,800,000 -1,000,000 -15%
BSW
10
Buckingham Strategic Wealth
Missouri
$315M 5,311,874 +613,932 +13%
NL
11
NEPC LLC
Massachusetts
$264M 4,446,229 +1,281,593 +40%
UBS Group
12
UBS Group
Switzerland
$250M 4,217,552 +583,313 +16%
Fisher Asset Management
13
Fisher Asset Management
Washington
$244M 4,113,523 -118,476 -3%
MIS
14
Morningstar Investment Services
Illinois
$240M 4,034,396 +1,913,658 +90%
BTI
15
Blue Trust Inc
Georgia
$228M 3,989,313 +590,448 +17%
MG
16
Mather Group
Illinois
$223M 3,764,588 +301,808 +9%
MERSOM
17
Municipal Employees' Retirement System of Michigan
Michigan
$201M 3,390,733 – –
MWA
18
Midland Wealth Advisors
Illinois
$201M 3,386,530 +3,386,530 New
Ameriprise
19
Ameriprise
Minnesota
$193M 3,247,774 +387,213 +14%
Wells Fargo
20
Wells Fargo
California
$145M 2,438,631 +382,673 +19%
Charles Schwab
21
Charles Schwab
California
$137M 2,317,163 -28,567 -1%
FG
22
Foster Group
Iowa
$135M 2,370,636 – –
HFS
23
Heritage Financial Services
Massachusetts
$134M 2,262,337 +214,327 +10%
FIB
24
First Interstate Bank
Montana
$131M 2,214,020 -385,780 -15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$126M 2,128,194 -429,359 -17%
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