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Vanguard Intermediate-Term Treasury ETF
VGIT

48 hedge funds and large institutions have $133M invested in Vanguard Intermediate-Term Treasury ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% more capital invested

Capital invested by funds: $122M → $133M (+$11.4M)

0% more funds holding

Funds holding: 48 → 48 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
7
Increased
23
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NIA
Northstar Investment Advisors
Colorado
+$7.73M
2
Wells Fargo
Wells Fargo
California
+$6.55M
3
Bank of America
Bank of America
North Carolina
+$2.01M
4
GWM
Gupta Wealth Management
California
+$861K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$729K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.87M
2
BCM
Bluefin Capital Management
New York
-$1.5M
3
Jane Street
Jane Street
New York
-$1.26M
4
ACM
Aviance Capital Management
Florida
-$873K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$653K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
26
Transamerica Financial Advisors
Florida
$651K +$654K +10,087 +1,008,700%
CNB
27
City National Bank
California
$639K -$40.9K -630 -6%
CS
28
Credit Suisse
Switzerland
$616K -$51.9K -800 -8%
HA
29
Harfst & Associates
Wyoming
$605K +$609K +9,388 New
JCM
30
Jag Capital Management
Missouri
$601K -$7.46K -115 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$427K +$429K +6,618 New
RPG
32
Risk Paradigm Group
Texas
$424K +$23.9K +369 +6%
WCM
33
Wealthcare Capital Management
Virginia
$346K – – –
US Bancorp
34
US Bancorp
Minnesota
$342K +$344K +5,297 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$311K -$653K -10,062 -68%
SWP
36
Stratos Wealth Partners
Ohio
$279K +$281K +4,335 New
AIS
37
American Investment Services
Massachusetts
$254K – – –
LFG
38
LifePlan Financial Group
Ohio
$218K +$219K +3,381 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$215K +$8.63K +133 +4%
RIA
40
Regal Investment Advisors
Michigan
$109K -$2.01K -31 -2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$77K – – –
ST
42
Smithfield Trust
Pennsylvania
$72K +$72.2K +1,113 New
VCM
43
Vigilant Capital Management
Maine
$71K -$59K -910 -45%
Barclays
44
Barclays
United Kingdom
$64K -$2.01K -31 -3%
Citigroup
45
Citigroup
New York
$52K +$47K +725 +906%
TRCT
46
Tower Research Capital (TRC)
New York
$1K -$9.73K -150 -93%
CWM
47
Catamount Wealth Management
Connecticut
$1K – – –
BCM
48
Bluefin Capital Management
New York
– -$1.5M -22,983 Closed
ACM
49
Aviance Capital Management
Florida
– -$873K -13,352 Closed
VKH
50
Virtu KCG Holdings
New York
– -$551K -8,418 Closed
1
2
3

VGIT Hedge Fund Activity: Q2 2015 in Review

48 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2015, worth a combined $133M — up 9.4% from $122M a quarter earlier.

Fund positioning in VGIT was balanced in Q2 2015: 7 funds opened new positions, 7 closed out, 23 added to existing stakes and 13 trimmed.

The largest buyer was Northstar Investment Advisors, opening a new position worth an estimated $7.73M. The largest seller was Morgan Stanley, cutting an estimated $4.87M.

  • 48 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $133M of Vanguard Intermediate-Term Treasury ETF stock for Q2 2015, up 9.4% quarter-over-quarter.
  • 7 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2015 and 7 closed out, a net change of 0 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2015 was Northstar Investment Advisors, an estimated $7.73M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2015 was Morgan Stanley, an estimated $4.87M sold.

Based on aggregated 13F filings for Q2 2015.