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Vanguard Intermediate-Term Treasury ETF

710 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 363 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $725K

101% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 181

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $22.3B → $23.8B (+$1.56B)

5% more funds holding

Funds holding: 676710 (+34)

1.02% less ownership

Funds ownership: 73.96%72.94% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
710
Holders Change
+34
Holders Change %
+5.03%
% of All Funds
10.2%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.44%
New
90
Increased
363
Reduced
181
Closed
46
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.33B +$18.7M +313,398 +0.4%
Bank of America
2
Bank of America
North Carolina
$3.07B +$91.1M +1,526,400 +3%
ERSOT
3
Employees Retirement System of Texas
Texas
$1.3B
Morgan Stanley
4
Morgan Stanley
New York
$1.26B +$93.7M +1,570,429 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.09B -$322M -5,389,245 -23%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$954M +$38.5M +644,773 +4%
Creative Planning
7
Creative Planning
Kansas
$698M +$49.6M +831,482 +8%
SCM
8
SCS Capital Management
Massachusetts
$602M +$12M +200,621 +2%
RWP
9
RWA Wealth Partners
Massachusetts
$510M +$5.72M +95,897 +1%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$424M +$418M +7,010,913 New
Ameriprise
11
Ameriprise
Minnesota
$388M +$31.7M +531,752 +9%
Fisher Asset Management
12
Fisher Asset Management
Washington
$387M -$67.6M -1,133,440 -15%
NL
13
NEPC LLC
Massachusetts
$385M +$3.11M +52,172 +0.8%
State Street
14
State Street
Massachusetts
$332M -$17.9M -300,000 -5%
STA
15
Summit Trail Advisors
New York
$241M +$63.3M +1,060,467 +36%
UBS Group
16
UBS Group
Switzerland
$229M +$14.5M +242,559 +7%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$225M +$168M +2,817,238 +309%
BTI
18
Blue Trust Inc
Georgia
$224M +$7.63M +127,805 +3%
Wells Fargo
19
Wells Fargo
California
$222M +$53.9M +903,728 +33%
MERSOM
20
Municipal Employees' Retirement System of Michigan
Michigan
$205M
HFS
21
Heritage Financial Services
Massachusetts
$161M +$6.09M +102,065 +4%
MWA
22
Midland Wealth Advisors
Illinois
$154M -$69.5M -1,163,902 -31%
HighTower Advisors
23
HighTower Advisors
Illinois
$153M +$11.7M +195,413 +8%
G
24
GenTrust
Florida
$149M +$7.54M +126,414 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$146M +$3.39M +56,806 +2%

VGIT Hedge Fund Activity: Q3 2024 in Review

710 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2024, worth a combined $23.8B — up 7% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 46 closed out — a net gain of 44 holders — while 363 added to existing stakes and 181 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 710 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2024, up from 676 in Q2 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2024 and 46 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $418M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2024.