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Vanguard Intermediate-Term Treasury ETF

143 hedge funds and large institutions have $1.44B invested in Vanguard Intermediate-Term Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

41% more capital invested

Capital invested by funds: $1.02B → $1.44B (+$417M)

13% more funds holding

Funds holding: 126143 (+17)

5.7% more ownership

Funds ownership: 60.95%66.65% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
28
Increased
55
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$8.63M +$8.59M +137,714 New
AA
27
ALPS Advisors
Colorado
$8.44M -$558K -8,944 -6%
CPO
28
Cerity Partners OCIO
New York
$8.33M +$102K +1,628 +1%
ACM
29
Aviance Capital Management
Florida
$8.06M -$554K -8,875 -6%
FM
30
Foster & Motley
Ohio
$6.57M +$433K +6,945 +7%
KPAG
31
KLS Professional Advisors Group
New York
$6.4M
BSB
32
Bangor Savings Bank
Maine
$6.28M +$165K +2,648 +3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$6.08M +$2.55M +40,830 +73%
Creative Planning
34
Creative Planning
Kansas
$4.91M -$178K -2,859 -4%
Mitsubishi UFJ Asset Management
35
Mitsubishi UFJ Asset Management
Japan
$4.52M +$4.5M +72,100 New
IA
36
IndexIQ Advisors
New York
$4.2M +$733K +11,749 +21%
PFT
37
Providence First Trust
Arizona
$3.07M -$150K -2,404 -5%
SFM
38
Signet Financial Management
New Jersey
$3.07M -$452K -7,237 -13%
CIM
39
Cambria Investment Management
California
$2.93M +$286K +4,580 +11%
HPC
40
HM Payson & Co
Maine
$2.71M
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$2.51M +$175K +2,797 +8%
ONB
42
Old National Bancorp
Indiana
$2.4M +$759K +12,159 +46%
CB
43
Community Bank
New York
$2.35M +$483K +7,747 +26%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.25M -$604K -9,677 -21%
TFA
45
Transamerica Financial Advisors
Florida
$2.23M +$21.9K +351 +1%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$2.2M +$2.2M +35,183 New
Stifel Financial
47
Stifel Financial
Missouri
$2.14M +$2.12M +34,025 New
GTAM
48
Global Trust Asset Management
Florida
$2.04M +$518K +8,300 +34%
BB
49
Bell Bank
North Dakota
$1.91M
NWM
50
Northwest Wealth Management
Iowa
$1.61M +$39.4K +632 +3%

VGIT Hedge Fund Activity: Q2 2018 in Review

143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2018, worth a combined $1.44B — up 41% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VGIT positions and 10 closed out — a net gain of 18 holders — while 55 added to existing stakes and 37 trimmed.

The largest buyer was Valmark Advisers, opening a new position worth an estimated $148M. The largest seller was Capital One National Association, cutting an estimated $2.95M.

  • 143 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2018, up from 126 in Q1 2018.
  • Funds reported $1.44B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2018, up 41% quarter-over-quarter.
  • 28 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2018 and 10 closed out, a net change of +18 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2018 was Valmark Advisers, an estimated $148M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2018 was Capital One National Association, an estimated $2.95M sold.

Based on aggregated 13F filings for Q2 2018.