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Vanguard Intermediate-Term Treasury ETF

156 hedge funds and large institutions have $1.73B invested in Vanguard Intermediate-Term Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $1.44B → $1.73B (+$291M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

9% more funds holding

Funds holding: 143156 (+13)

1.68% less ownership

Funds ownership: 66.65%64.97% (-1.7%)

Holders
156
Holders Change
+13
Holders Change %
+9.09%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
28
Increased
56
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$11.3M +$477K +7,649 +4%
Franklin Resources
27
Franklin Resources
California
$11.2M -$211K -3,385 -2%
CA
28
Cambridge Associates
Massachusetts
$10.1M +$10.2M +162,913 New
RWM
29
RKL Wealth Management
Pennsylvania
$9.42M +$258K +4,125 +3%
BTS
30
BB&T Securities
Virginia
$8.78M +$228K +3,656 +3%
IA
31
IndexIQ Advisors
New York
$8.43M +$4.28M +68,613 +102%
AA
32
ALPS Advisors
Colorado
$8.39M +$24.7K +395 +0.3%
CPO
33
Cerity Partners OCIO
New York
$8.35M +$88.8K +1,423 +1%
FM
34
Foster & Motley
Ohio
$7.56M +$1.06M +16,947 +16%
KPAG
35
KLS Professional Advisors Group
New York
$6.35M
Jane Street
36
Jane Street
New York
$5.9M +$5.93M +95,019 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$5.57M -$453K -7,263 -7%
Creative Planning
38
Creative Planning
Kansas
$4.75M -$115K -1,840 -2%
ACM
39
Aviance Capital Management
Florida
$3.99M -$4.02M -64,416 -50%
CIM
40
Cambria Investment Management
California
$3.24M +$334K +5,348 +11%
ONB
41
Old National Bancorp
Indiana
$3.03M +$651K +10,434 +27%
PFT
42
Providence First Trust
Arizona
$2.96M -$86.1K -1,380 -3%
SFM
43
Signet Financial Management
New Jersey
$2.75M -$294K -4,712 -10%
HPC
44
HM Payson & Co
Maine
$2.69M
Stifel Financial
45
Stifel Financial
Missouri
$2.53M +$414K +6,628 +19%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$2.48M +$302K +4,831 +14%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$2.39M -$96.8K -1,551 -4%
CB
48
Community Bank
New York
$2.38M +$52.1K +835 +2%
TFA
49
Transamerica Financial Advisors
Florida
$2.19M -$18.5K -297 -0.8%
TA
50
Tiedemann Advisors
New York
$2.14M +$9.68K +155 New

VGIT Hedge Fund Activity: Q3 2018 in Review

156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2018, worth a combined $1.73B — up 20% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VGIT positions and 14 closed out — a net gain of 14 holders — while 56 added to existing stakes and 48 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $181M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $23.9M sold.

  • 156 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $1.73B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2018, up 20% quarter-over-quarter.
  • 28 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2018 and 14 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2018 was State Street, an estimated $181M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2018 was Relative Value Partners Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2018.