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Vanguard Intermediate-Term Treasury ETF

126 hedge funds and large institutions have $1.02B invested in Vanguard Intermediate-Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 122126 (+4)

1% more capital invested

Capital invested by funds: $1.01B → $1.02B (+$9.24M)

11.25% less ownership

Funds ownership: 72.21%60.95% (-11%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
18
Increased
57
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
26
Bangor Savings Bank
Maine
$6.14M +$4.79M +76,082 +355%
Creative Planning
27
Creative Planning
Kansas
$5.12M -$368K -5,851 -7%
SFM
28
Signet Financial Management
New Jersey
$3.54M -$391K -6,207 -10%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.5M +$664K +10,546 +23%
IA
30
IndexIQ Advisors
New York
$3.49M +$3.48M +55,350 New
PFT
31
Providence First Trust
Arizona
$3.24M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.87M +$229K +3,632 +9%
HPC
33
HM Payson & Co
Maine
$2.73M -$456K -7,240 -14%
CIM
34
Cambria Investment Management
California
$2.66M +$346K +5,496 +15%
Jane Street
35
Jane Street
New York
$2.55M +$2.55M +40,444 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.35M +$339K +5,391 +17%
TFA
37
Transamerica Financial Advisors
Florida
$2.21M -$175K -2,781 -7%
TA
38
Tiedemann Advisors
New York
$2.15M +$9.76M +155,147 New
BB
39
Bell Bank
North Dakota
$1.92M
CB
40
Community Bank
New York
$1.88M -$13.2K -210 -0.7%
ONB
41
Old National Bancorp
Indiana
$1.65M +$1.65M +26,187 New
NWM
42
Northwest Wealth Management
Iowa
$1.58M -$126K -2,007 -7%
GTAM
43
Global Trust Asset Management
Florida
$1.53M +$25.5K +405 +2%
KIM
44
Karpus Investment Management
New York
$1.48M +$252K +4,000 +20%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.48M +$56.2K +893 +4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.39M +$1.39M +22,074 New
CA
47
Calton & Associates
Florida
$1.39M -$103K -1,632 -7%
LFG
48
LifePlan Financial Group
Ohio
$1.27M +$50.8K +807 +4%
GC
49
Gilbert & Cook
Iowa
$1.23M +$61.9K +984 +5%
Truist Financial
50
Truist Financial
North Carolina
$1.11M +$39K +620 +4%

VGIT Hedge Fund Activity: Q1 2018 in Review

126 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2018, worth a combined $1.02B — up 0.91% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VGIT positions and 13 closed out — a net gain of 5 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $11M. The largest seller was Wooster Corthell Wealth Management, exiting entirely with an estimated $14.9M sold.

  • 126 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2018, up from 122 in Q4 2017.
  • Funds reported $1.02B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2018, up 0.91% quarter-over-quarter.
  • 18 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2018 and 13 closed out, a net change of +5 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2018 was Bank of America, an estimated $11M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2018 was Wooster Corthell Wealth Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2018.