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Vanguard Intermediate-Term Treasury ETF

808 hedge funds and large institutions have $24.6B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 344 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 57

129% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $499K

57% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 219

27% more funds holding in top 10

Funds holding in top 10: 100127 (+27)

14% more funds holding

Funds holding: 710808 (+98)

3% more capital invested

Capital invested by funds: $23.8B → $24.6B (+$816M)

0.68% more ownership

Funds ownership: 72.94%73.62% (+0.68%)

Holders
808
Holders Change
+98
Holders Change %
+13.8%
% of All Funds
10.64%
Holding in Top 10
127
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27%
% of All Funds
1.67%
New
167
Increased
344
Reduced
219
Closed
57
Calls
$1.14M
Puts
$499K
Net Calls
+$644K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.81B -$354M -6,020,822 -8%
Bank of America
2
Bank of America
North Carolina
$3.72B +$776M +13,198,415 +26%
Morgan Stanley
3
Morgan Stanley
New York
$1.31B +$94.9M +1,614,436 +8%
ERSOT
4
Employees Retirement System of Texas
Texas
$1.25B
Empower Advisory Group
5
Empower Advisory Group
Colorado
$990M +$75.5M +1,283,764 +8%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$967M -$236K -4,016 -19%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$824M -$221M -3,767,942 -21%
Creative Planning
8
Creative Planning
Kansas
$739M +$69.1M +1,175,252 +10%
SCM
9
SCS Capital Management
Massachusetts
$609M +$31.8M +540,916 +5%
RWP
10
RWA Wealth Partners
Massachusetts
$501M +$12.2M +206,738 +2%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$455M +$48.9M +831,154 +12%
NL
12
NEPC LLC
Massachusetts
$389M +$19.5M +331,564 +5%
Fisher Asset Management
13
Fisher Asset Management
Washington
$375M +$4.36M +74,175 +1%
BTI
14
Blue Trust Inc
Georgia
$322M +$100M +1,703,123 +44%
State Street
15
State Street
Massachusetts
$319M
Ameriprise
16
Ameriprise
Minnesota
$309M -$64.5M -1,097,806 -17%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$276M +$60.3M +1,026,536 +28%
STA
18
Summit Trail Advisors
New York
$220M -$11.8M -200,712 -5%
UBS Group
19
UBS Group
Switzerland
$185M -$36M -612,439 -16%
HFS
20
Heritage Financial Services
Massachusetts
$162M +$7.79M +132,615 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$153M +$12.2M +207,814 +9%
Wells Fargo
22
Wells Fargo
California
$152M -$62M -1,055,528 -29%
HighTower Advisors
23
HighTower Advisors
Illinois
$150M +$2.77M +47,160 +2%
VA
24
Valmark Advisers
Ohio
$146M +$84.7M +1,441,121 +134%
MWA
25
Midland Wealth Advisors
Illinois
$145M -$3.24M -55,043 -2%

VGIT Hedge Fund Activity: Q4 2024 in Review

808 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2024, worth a combined $24.6B — up 3.4% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new VGIT positions and 57 closed out — a net gain of 110 holders — while 344 added to existing stakes and 219 trimmed.

The largest buyer was Bank of America, adding an estimated $776M. The largest seller was JP Morgan Chase, cutting an estimated $354M.

  • 808 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2024, up from 710 in Q3 2024.
  • Funds reported $24.6B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 167 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2024 and 57 closed out, a net change of +110 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2024 was Bank of America, an estimated $776M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2024.