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Vanguard Intermediate-Term Treasury ETF

369 hedge funds and large institutions have $5.22B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

45% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 112

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

12% more capital invested

Capital invested by funds: $4.66B → $5.22B (+$563M)

3% more funds holding

Funds holding: 358369 (+11)

2.73% more ownership

Funds ownership: 60.25%62.99% (+2.7%)

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
6.46%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
41
Increased
162
Reduced
112
Closed
27
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
301
Sage Mountain Advisors
Georgia
$122K
RIM
302
Rockbridge Investment Management
New York
$120K +$68 +1 +0.1%
SAM
303
Strategic Asset Management
Minnesota
$116K +$117K +1,716 New
GRP
304
Global Retirement Partners
California
$112K +$22.8K +334 +25%
BAM
305
Barrett Asset Management
New York
$104K +$52.2K +765 +99%
AIC
306
Archer Investment Corporation
Indiana
$103K
SWM
307
Spire Wealth Management
Virginia
$96K +$14.3K +210 +17%
WAS
308
Winch Advisory Services
Wisconsin
$85K -$16.2K -238 -16%
IFAM
309
Institutional & Family Asset Management
Colorado
$81K
WB
310
Webster Bank
Connecticut
$80K -$5.11K -75 -6%
APA
311
American Portfolios Advisors
New York
$75.4K -$169K -2,478 -69%
RE
312
RBC Europe
United Kingdom
$70.3K
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.7K
GTAM
314
Global Trust Asset Management
Florida
$62K +$136 +2 +0.2%
AFG
315
Albion Financial Group
Utah
$51K
AAM
316
Advisors Asset Management
Colorado
$48K -$47.8K -701 -50%
CCA
317
Column Capital Advisors
Indiana
$48K
IRC
318
Investors Research Corp
Georgia
$47K -$682 -10 -1%
WT
319
Whittier Trust
California
$47K
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$43K -$2.32K -34 -5%
AWM
321
AllSquare Wealth Management
New York
$41K
CIAS
322
Capital Investment Advisory Services
North Carolina
$40K
SSB
323
Sandy Spring Bank
Maryland
$37K +$3.54K +52 +11%
AWMS
324
Advocacy Wealth Management Services
Georgia
$35K
APC
325
Aspire Private Capital
North Carolina
$34K -$2.93K -43 -8%

VGIT Hedge Fund Activity: Q3 2021 in Review

369 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2021, worth a combined $5.22B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGIT positions and 27 closed out — a net gain of 14 holders — while 162 added to existing stakes and 112 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $130M. The largest seller was RiverFront Investment Group, cutting an estimated $33.5M.

  • 369 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2021, up from 358 in Q2 2021.
  • Funds reported $5.22B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2021 and 27 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2021 was Jordan Park Group, an estimated $130M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2021.