VGIT Institutional Ownership
Vanguard Intermediate-Term Treasury ETF
1W: -0.3%
1M: -2.4%
3M: -3.9%
YTD: -5.1%
1Y: -4.9%
3Y: +8.1%
5Y: -5.0%
$56.53
-0.11 (-0.19%)
Weekly Expected Move ±0.6%
$56
$56
$57
$57
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VGIT
1,061
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
33B
Total Invested
106
New Positions
498
Increased
325
Reduced
74
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1128 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 88,414,545 | 5.0B | +5,361,281 | +6.5% | 15Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 78,539,160 | 4.4B | -7,236,713 | -8.4% | 42Q | SEC ↗ |
| 3 | Empower Advisory Group, LLC | 25,562,812 | 1.4B | +1,964,633 | +8.3% | 14Q | SEC ↗ |
| 4 | MORGAN STANLEY | 23,677,846 | 1.3B | +504,659 | +2.2% | 60Q | SEC ↗ |
| 5 | Creative Planning | 21,003,636 | 1.2B | +1,803,611 | +9.4% | 44Q | SEC ↗ |
| 6 | SCS Capital Management LLC | 20,007,805 | 1.1B | +759,421 | +3.9% | 12Q | SEC ↗ |
| 7 | Focus Partners Wealth | 15,151,246 | $856M | +1,313,235 | +9.5% | 8Q | SEC ↗ |
| 8 | UBS Group AG | 14,305,631 | $809M | +4,119,783 | +40.4% | 47Q | SEC ↗ |
| 9 | ALLIANCEBERNSTEIN L.P. | 9,900,000 | $560M | +9,894,167 | +169624.0% | 2Q | SEC ↗ |
| 10 | Focus Partners Advisor Solutions, LLC | 9,601,130 | $543M | +1,668,128 | +21.0% | 19Q | SEC ↗ |
| 11 | NEPC LLC | 8,475,832 | $479M | +337,995 | +4.2% | 15Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 6,689,898 | $378M | +875,314 | +15.1% | 35Q | SEC ↗ |
| 13 | MASECO LLP | 6,671,234 | $377M | +179,246 | +2.8% | 5Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 6,617,220 | $374M | +1,076,014 | +19.4% | 16Q | SEC ↗ |
| 15 | Blue Trust, Inc. | 6,536,465 | $370M | -699,798 | -9.7% | 17Q | SEC ↗ |
| 16 | Savant Capital, LLC | 6,509,112 | $368M | +567,579 | +9.6% | 9Q | SEC ↗ |
| 17 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 6,332,861 | $358M | +209,204 | +3.4% | 15Q | SEC ↗ |
| 18 | Cerity Partners LLC | 5,162,594 | $292M | +379,357 | +7.9% | 23Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 4,972,430 | $281M | +412,113 | +9.0% | 67Q | SEC ↗ |
| 20 | WIT, LLC | 4,902,356 | $277M | +4,819,822 | +5839.8% | 12Q | SEC ↗ |
| 21 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 4,196,999 | $237M | +261,836 | +6.7% | 10Q | SEC ↗ |
| 22 | FMR LLC | 3,794,788 | $215M | -310,907 | -7.6% | 32Q | SEC ↗ |
| 23 | Valmark Advisers, Inc. | 3,566,775 | $202M | +428,465 | +13.7% | 33Q | SEC ↗ |
| 24 | MANNING & NAPIER ADVISORS LLC | 3,352,042 | $189M | +2,659,376 | +383.9% | 5Q | SEC ↗ |
| 25 | Fisher Asset Management, LLC | 3,347,771 | $189M | -19,976 | -0.6% | 19Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 3,338,006 | $189M | +91,522 | +2.8% | 7Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 3,279,242 | $185M | -69,745 | -2.1% | 22Q | SEC ↗ |
| 28 | LPL Financial LLC | 3,093,781 | $175M | +367,302 | +13.5% | 61Q | SEC ↗ |
| 29 | Foster Group, Inc. | 2,804,026 | $159M | +148,428 | +5.6% | 20Q | SEC ↗ |
| 30 | Strategic Financial Services, Inc. | 2,797,607 | $158M | +94,028 | +3.5% | 16Q | SEC ↗ |
| 31 | Acropolis Investment Management, LLC | 2,756,549 | $156M | +594,722 | +27.5% | 16Q | SEC ↗ |
| 32 | Corient Private Wealth LP | 2,546,562 | $144M | -1,656,852 | -39.4% | 15Q | SEC ↗ |
| 33 | Bangor Savings Bank | 2,296,384 | $130M | +170,662 | +8.0% | 51Q | SEC ↗ |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,948,930 | $110M | +36,032 | +1.9% | 12Q | SEC ↗ |
| 35 | ROYAL BANK OF CANADA | 1,936,951 | $109M | +92,920 | +5.0% | 60Q | SEC ↗ |
| 36 | First Interstate Bank | 1,927,652 | $109M | +127,831 | +7.1% | 17Q | SEC ↗ |
| 37 | Kestra Investment Management, LLC | 1,895,511 | $107M | -1,101,051 | -36.7% | 5Q | SEC ↗ |
| 38 | Cetera Investment Advisers | 1,813,821 | $103M | +119,524 | +7.1% | 27Q | SEC ↗ |
| 39 | Valeo Financial Advisors, LLC | 1,734,316 | $98M | -255,418 | -12.8% | 22Q | SEC ↗ |
| 40 | Perigon Wealth Management, LLC | 1,578,346 | $89M | -67,125 | -4.1% | 8Q | SEC ↗ |
| 41 | Atria Investments, Inc | 1,572,298 | $89M | +76,996 | +5.1% | 32Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 1,543,283 | $87M | -33,323 | -2.1% | 19Q | SEC ↗ |
| 43 | BURNEY CO | 1,522,975 | $86M | +150,549 | +11.0% | 9Q | SEC ↗ |
| 44 | Badgley Phelps Wealth Managers, LLC | 1,489,697 | $84M | +26,291 | +1.8% | 15Q | SEC ↗ |
| 45 | Modern Wealth Management, LLC | 1,439,692 | $81M | +1,066,774 | +286.1% | 7Q | SEC ↗ |
| 46 | UBS AM, a distinct business unit of UB | 1,374,152 | $78M | -114,957 | -7.7% | 3Q | SEC ↗ |
| 47 | Roehl & Yi Investment Advisors, LLC NEW | 1,367,109 | $77M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Sand Hill Global Advisors, LLC | 1,360,880 | $77M | +89,698 | +7.1% | 11Q | SEC ↗ |
| 49 | Miller Investment Management, LP | 1,300,506 | $74M | -25,650 | -1.9% | 4Q | SEC ↗ |
| 50 | Hanson & Doremus Investment Management | 1,288,716 | $73M | +104,935 | +8.9% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 1,367,109 | $77M |
| CAPE COD FIVE CENTS SAVINGS BANK | 992,735 | $56M |
| Diversify Advisory Services, LLC | 476,333 | $27M |
| Silverleafe Capital Partners, LLC | 226,787 | $13M |
| Noble Wealth Partners LLC | 210,630 | $12M |
| Hughes Financial Services, LLC | 179,076 | $10M |
| SAX WEALTH ADVISORS, LLC | 169,875 | $10M |
| Capital Investment Advisors, LLC | 161,013 | $9M |
| Private Advisory Group LLC | 135,920 | $8M |
| Advisory Solutions Group, LLC | 135,285 | $8M |
| DWM Financial Group, Inc. | 120,240 | $7M |
| Professional Financial Management, | 119,119 | $7M |
| First Affirmative Financial Network | 109,307 | $6M |
| Main Street Financial Solutions, LL | 99,922 | $6M |
| Wealthspire Advisors, LLC | 76,117 | $4M |
| Aureum Wealth Management, LLC | 72,171 | $4M |
| NORTHWESTERN UNIVERSITY | 56,491 | $3M |
| iA Global Asset Management Inc. | 54,408 | $3M |
| Edgestream Partners, L.P. | 37,249 | $2M |
| Jupiter Topco LLC | 36,767 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STATE STREET CORP | 4,950,000 | $280M |
| Alaethes Wealth, LLC | 601,887 | $34M |
| Stratos Wealth Advisors, LLC | 439,210 | $25M |
| Empowered Funds, LLC | 352,227 | $20M |
| Ocean Park Asset Management, LLC | 311,135 | $18M |
| EVOKE WEALTH, LLC | 258,106 | $15M |
| Cornerstone Planning, LLC | 194,228 | $11M |
| JANE STREET GROUP, LLC | 182,455 | $10M |
| Kovitz Investment Group Partners, L | 168,785 | $10M |
| AMERICAN CENTURY COMPANIES INC | 105,300 | $6M |
| Baer Investment Advisory LLC | 88,951 | $5M |
| Tower Research Capital LLC (TRC) | 77,642 | $4M |
| True Link Financial Advisors, LLC | 71,443 | $4M |
| Hershey Financial Advisers, LLC | 65,971 | $4M |
| ALEXANDER LABRUNERIE & CO., INC. | 60,528 | $3M |
| Synergy Asset Management, LLC | 59,114 | $3M |
| Collaborative Fund Advisors, LLC | 57,203 | $3M |
| Macco Financial Group, Inc. | 54,461 | $3M |
| Northstar Advisory Group, LLC | 51,482 | $3M |
| Global Endowment Management, LP | 44,700 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | +9,894,167 | +169624.0% | 9,900,000 |
| BANK OF AMERICA CORP /DE | +5,361,281 | +6.5% | 88,414,545 |
| WIT, LLC | +4,819,822 | +5839.8% | 4,902,356 |
| UBS Group AG | +4,119,783 | +40.4% | 14,305,631 |
| MANNING & NAPIER ADVISORS LLC | +2,659,376 | +383.9% | 3,352,042 |
| Empower Advisory Group, LLC | +1,964,633 | +8.3% | 25,562,812 |
| Creative Planning | +1,803,611 | +9.4% | 21,003,636 |
| Focus Partners Advisor Solutions, L | +1,668,128 | +21.0% | 9,601,130 |
| Focus Partners Wealth | +1,313,235 | +9.5% | 15,151,246 |
| AMERIPRISE FINANCIAL INC | +1,076,014 | +19.4% | 6,617,220 |
| Modern Wealth Management, LLC | +1,066,774 | +286.1% | 1,439,692 |
| ENVESTNET ASSET MANAGEMENT INC | +875,314 | +15.1% | 6,689,898 |
| SCS Capital Management LLC | +759,421 | +3.9% | 20,007,805 |
| Acropolis Investment Management, LL | +594,722 | +27.5% | 2,756,549 |
| Savant Capital, LLC | +567,579 | +9.6% | 6,509,112 |
| MORGAN STANLEY | +504,659 | +2.2% | 23,677,846 |
| EP Wealth Advisors, LLC | +445,185 | +1201.4% | 482,241 |
| Cliffwater LLC | +428,497 | +55.5% | 1,200,527 |
| Valmark Advisers, Inc. | +428,465 | +13.7% | 3,566,775 |
| WELLS FARGO & COMPANY/MN | +412,113 | +9.0% | 4,972,430 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -7,236,713 | -8.4% | 78,539,160 |
| Gallagher Fiduciary Advisors, LLC | -6,308,040 | -98.2% | 113,746 |
| Corient Private Wealth LP | -1,656,852 | -39.4% | 2,546,562 |
| Kestra Investment Management, LLC | -1,101,051 | -36.7% | 1,895,511 |
| Oasis Advisors, LLC | -745,333 | -93.8% | 49,686 |
| Blue Trust, Inc. | -699,798 | -9.7% | 6,536,465 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -657,885 | -46.0% | 773,476 |
| CITIGROUP INC | -599,805 | -39.7% | 911,958 |
| FMR LLC | -310,907 | -7.6% | 3,794,788 |
| Jordan Park Group LLC | -308,076 | -41.7% | 430,584 |
| MONTAG A & ASSOCIATES INC | -256,684 | -47.1% | 287,897 |
| Valeo Financial Advisors, LLC | -255,418 | -12.8% | 1,734,316 |
| Tanglewood Wealth Management, Inc. | -254,515 | -19.9% | 1,026,225 |
| Enclave Advisors LLC | -249,166 | -90.8% | 25,345 |
| Addison Advisors LLC | -194,845 | -57.4% | 144,585 |
| FIFTH THIRD BANCORP | -162,389 | -41.5% | 228,956 |
| OneAscent Financial Services LLC | -160,900 | -39.1% | 250,582 |
| Private Advisor Group, LLC | -156,908 | -22.4% | 544,151 |
| Hilton Capital Management, LLC | -124,219 | -25.4% | 365,446 |
| UBS AM, a distinct business unit of | -114,957 | -7.7% | 1,374,152 |