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VGIT

Vanguard Intermediate-Term Treasury ETF
1W: -0.3% 1M: -1.0% 3M: -2.3% YTD: -1.3% 1Y: +2.3% 3Y: +7.4% 5Y: -0.9%
$58.73
-0.02 (-0.03%)
After Hours: $58.96 (+0.23, +0.39%)
Weekly Expected Move ±0.5%
$58 $58 $59 $59 $59
ETF NASDAQ · AUM $48.6B

Institutional Ownership — VGIT

1,033
Institutional Holders
+56 vs prior quarter
0.0%
Ownership
+0.00pp
30B
Total Invested
116
New Positions
464
Increased
337
Reduced
124
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1122 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JPMORGAN CHASE & CO 85,775,873 5.0B +8,481,735 +11.0% 13Q SEC ↗
2 BANK OF AMERICA CORP /DE 83,053,264 4.9B +31,643,968 +61.6% 13Q SEC ↗
3 Empower Advisory Group, LLC 23,598,179 1.4B +1,706,338 +7.8% 13Q SEC ↗
4 MORGAN STANLEY 22,609,003 1.3B +2,778,949 +14.0% 12Q SEC ↗
5 SCS Capital Management LLC 19,248,384 1.1B +2,523,739 +15.1% 11Q SEC ↗
6 Creative Planning 19,200,025 1.1B +1,343,679 +7.5% 13Q SEC ↗
7 Focus Partners Wealth 13,838,011 $813M +1,271,503 +10.1% 7Q SEC ↗
8 UBS Group AG 10,185,848 $598M +6,942,529 +214.1% 13Q SEC ↗
9 NEPC LLC 8,137,837 $478M +0.0% 13Q SEC ↗
10 Focus Partners Advisor Solutions, LLC 7,933,002 $466M +6,110,756 +335.3% 13Q SEC ↗
11 Blue Trust, Inc. 7,236,263 $425M +966,134 +15.4% 13Q SEC ↗
12 MASECO LLP 6,491,988 $381M +358,065 +5.8% 4Q SEC ↗
13 Gallagher Fiduciary Advisors, LLC 6,421,786 $377M +6,313,254 +5817.0% 5Q SEC ↗
14 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 6,123,657 $360M -5,066,312 -45.3% 13Q SEC ↗
15 Savant Capital, LLC 5,941,533 $349M +5,295,414 +819.6% 8Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 5,814,584 $341M +1,445,988 +33.1% 13Q SEC ↗
17 AMERIPRISE FINANCIAL INC 5,541,206 $325M -2,357,406 -29.8% 13Q SEC ↗
18 Heritage Financial Services, LLC 5,202,760 $306M +793,311 +18.0% 12Q SEC ↗
19 STATE STREET CORP 4,950,000 $291M +0.0% 13Q SEC ↗
20 Cerity Partners LLC 4,783,237 $281M +561,176 +13.3% 13Q SEC ↗
21 Corient Private Wealth LLC 4,203,414 $247M -11,034,659 -72.4% 13Q SEC ↗
22 FMR LLC 4,105,695 $241M -762,667 -15.7% 13Q SEC ↗
23 CLIFTONLARSONALLEN WEALTH ADVISORS, LL 3,935,163 $231M +1,393,666 +54.8% 9Q SEC ↗
24 WELLS FARGO & COMPANY/MN 3,482,985 $205M +774,413 +28.6% 12Q SEC ↗
25 Fisher Asset Management, LLC 3,367,747 $198M -133,852 -3.8% 13Q SEC ↗
26 HighTower Advisors, LLC 3,348,987 $197M +162,828 +5.1% 13Q SEC ↗
27 RAYMOND JAMES FINANCIAL INC 3,246,484 $191M +196,942 +6.5% 6Q SEC ↗
28 Valmark Advisers, Inc. 3,138,310 $184M +32,268 +1.0% 13Q SEC ↗
29 LPL Financial LLC 2,726,479 $160M +249,214 +10.1% 13Q SEC ↗
30 Strategic Financial Services, Inc. 2,703,579 $159M +50,438 +1.9% 13Q SEC ↗
31 Foster Group, Inc. 2,655,598 $156M +184,970 +7.5% 13Q SEC ↗
32 Acropolis Investment Management, LLC 2,161,827 $127M +654,222 +43.4% 13Q SEC ↗
33 Bangor Savings Bank 2,125,722 $125M +74,912 +3.7% 13Q SEC ↗
34 Valeo Financial Advisors, LLC 1,989,734 $117M +124,289 +6.7% 13Q SEC ↗
35 WEALTH ENHANCEMENT ADVISORY SERVICES, 1,912,898 $112M +1,712,694 +855.5% 11Q SEC ↗
36 ROYAL BANK OF CANADA 1,844,031 $108M +234,087 +14.5% 13Q SEC ↗
37 First Interstate Bank 1,799,821 $106M +69,857 +4.0% 13Q SEC ↗
38 Cetera Investment Advisers 1,694,297 $100M +127,013 +8.1% 13Q SEC ↗
39 Perigon Wealth Management, LLC 1,645,471 $97M +168,867 +11.4% 7Q SEC ↗
40 Bank of New York Mellon Corp 1,576,606 $93M -18,752 -1.2% 13Q SEC ↗
41 Atria Investments, Inc 1,495,302 $88M +1,214,442 +432.4% 13Q SEC ↗
42 UBS AM, a distinct business unit of UB 1,489,109 $87M +449,882 +43.3% 2Q SEC ↗
43 Badgley Phelps Wealth Managers, LLC 1,463,406 $86M +6,263 +0.4% 13Q SEC ↗
44 COLDSTREAM CAPITAL MANAGEMENT INC 1,431,361 $84M +7,961 +0.6% 9Q SEC ↗
45 Gitterman Wealth Management, LLC 1,401,122 $82M +15,423 +1.1% 11Q SEC ↗
46 BURNEY CO 1,372,426 $81M +53,938 +4.1% 8Q SEC ↗
47 Miller Investment Management, LP 1,326,156 $78M +135,206 +11.4% 3Q SEC ↗
48 CITIGROUP INC 1,307,855 $77M +282,625 +27.6% 12Q SEC ↗
49 Tanglewood Wealth Management, Inc. 1,280,740 $75M -124,403 -8.9% 13Q SEC ↗
50 Retirement Systems of Alabama 1,275,570 $75M +6,410 +0.5% 4Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +31,643,968 +61.6% 83,053,264
JPMORGAN CHASE & CO +8,481,735 +11.0% 85,775,873
UBS Group AG +6,942,529 +214.1% 10,185,848
Gallagher Fiduciary Advisors, LLC +6,313,254 +5817.0% 6,421,786
Focus Partners Advisor Solutions, L +6,110,756 +335.3% 7,933,002
Savant Capital, LLC +5,295,414 +819.6% 5,941,533
MORGAN STANLEY +2,778,949 +14.0% 22,609,003
SCS Capital Management LLC +2,523,739 +15.1% 19,248,384
WEALTH ENHANCEMENT ADVISORY SERVICE +1,712,694 +855.5% 1,912,898
Empower Advisory Group, LLC +1,706,338 +7.8% 23,598,179
ENVESTNET ASSET MANAGEMENT INC +1,445,988 +33.1% 5,814,584
CLIFTONLARSONALLEN WEALTH ADVISORS, +1,393,666 +54.8% 3,935,163
Creative Planning +1,343,679 +7.5% 19,200,025
Focus Partners Wealth +1,271,503 +10.1% 13,838,011
Atria Investments, Inc +1,214,442 +432.4% 1,495,302
Blue Trust, Inc. +966,134 +15.4% 7,236,263
Klaas Financial Asset Advisors, LLC +858,864 +21525.4% 862,854
Heritage Financial Services, LLC +793,311 +18.0% 5,202,760
WELLS FARGO & COMPANY/MN +774,413 +28.6% 3,482,985
Apollon Wealth Management, LLC +756,702 +469.9% 917,728
Biggest Decreases (20)
HolderReducedChange %Total Shares
Corient Private Wealth LLC -11,034,659 -72.4% 4,203,414
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV -5,066,312 -45.3% 6,123,657
AMERIPRISE FINANCIAL INC -2,357,406 -29.8% 5,541,206
OLD NATIONAL BANCORP /IN -1,072,585 -72.0% 416,247
FMR LLC -762,667 -15.7% 4,105,695
PROFFITT & GOODSON INC -661,327 -60.6% 429,184
SCHRODER INVESTMENT MANAGEMENT GROU -387,514 -96.2% 15,186
GOLDMAN SACHS GROUP INC -382,816 -43.5% 498,164
EARNED WEALTH ADVISORS, LLC -330,860 -41.6% 463,972
Rockefeller Capital Management L.P. -273,187 -54.2% 230,537
Empowered Funds, LLC -266,039 -43.0% 352,227
SEVEN MILE ADVISORY -239,306 -96.9% 7,731
3EDGE Asset Management, LP -223,998 -30.6% 508,854
Aerodigm Wealth, LLC -206,363 -44.6% 256,069
FLPUTNAM INVESTMENT MANAGEMENT CO -195,115 -26.4% 544,060
Beverly Hills Private Wealth, LLC -177,047 -47.2% 198,157
TRUIST FINANCIAL CORP -140,032 -12.9% 944,051
Fisher Asset Management, LLC -133,852 -3.8% 3,367,747
PARK AVENUE SECURITIES LLC -125,841 -36.2% 221,793
Robertson Stephens Wealth Managemen -124,682 -55.0% 102,067

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms