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Vanguard Intermediate-Term Treasury ETF

196 hedge funds and large institutions have $2.39B invested in Vanguard Intermediate-Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

24% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 55

10% more funds holding

Funds holding: 178196 (+18)

9% more capital invested

Capital invested by funds: $2.19B → $2.39B (+$197M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.83% more ownership

Funds ownership: 63.41%65.24% (+1.8%)

Holders
196
Holders Change
+18
Holders Change %
+10.11%
% of All Funds
4.24%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
44
Increased
68
Reduced
55
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Boston Advisors
Massachusetts
$17.6M +$5.81M +91,290 +50%
AI
27
Atria Investments
North Carolina
$17.2M +$16.5M +258,663 +3,386%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$17.1M +$2.83M +44,533 +20%
AC
29
Alexandria Capital
Virginia
$16.3M +$2.3M +36,114 +17%
AIC
30
Ameritas Investment Company
Nebraska
$16.2M +$6.81M +107,122 +75%
MSWM
31
Mader & Shannon Wealth Management
Missouri
$16.1M -$6.74M -105,911 -30%
LPT
32
Legacy Private Trust
Wisconsin
$14.5M -$1.63M -25,581 -10%
WCWM
33
Wooster Corthell Wealth Management
Connecticut
$14.1M +$13.9M +217,933 New
PG
34
Proffitt & Goodson
Tennessee
$13.9M -$635K -9,979 -4%
ECM
35
Evergreen Capital Management
Washington
$12.1M +$1.1M +17,260 +10%
SS
36
Simplicity Solutions
Minnesota
$11.8M +$9.41M +147,954 +419%
AWM
37
AE Wealth Management
Kansas
$11.6M +$9.26M +145,572 +425%
UCFA
38
United Capital Financial Advisors
Texas
$11.5M -$36.9K -580 -0.3%
IA
39
IndexIQ Advisors
New York
$10.8M -$18.6M -291,671 -63%
RWM
40
RKL Wealth Management
Pennsylvania
$9.82M +$89.6K +1,408 +0.9%
NEGWA
41
New England Guild Wealth Advisors
Connecticut
$9.42M +$408K +6,409 +5%
BCA
42
Biltmore Capital Advisors
New Jersey
$8.81M +$8.69M +136,590 New
AA
43
ALPS Advisors
Colorado
$8.15M -$65.2K -1,025 -0.8%
FM
44
Foster & Motley
Ohio
$8.03M +$484K +7,616 +7%
CA
45
Cambridge Associates
Massachusetts
$7.45M -$2.01M -31,521 -21%
ONB
46
Old National Bancorp
Indiana
$7.26M +$1.89M +29,784 +36%
AIP
47
Almanack Investment Partners
Pennsylvania
$7.19M +$7.09M +111,513 New
DRS
48
Deane Retirement Strategies
Louisiana
$6.86M -$68.4K -1,076 -1%
WANY
49
Wealthspire Advisors (New York)
New York
$6.79M -$1.77M -27,857 -21%
UFF
50
USA Financial Formulas
Michigan
$6.76M +$6.67M +104,864 New

VGIT Hedge Fund Activity: Q1 2019 in Review

196 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2019, worth a combined $2.39B — up 9% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VGIT positions and 24 closed out — a net gain of 20 holders — while 68 added to existing stakes and 55 trimmed.

The largest buyer was Franklin Resources, adding an estimated $129M. The largest seller was Commerce Bank, exiting entirely with an estimated $113M sold.

  • 196 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2019, up from 178 in Q4 2018.
  • Funds reported $2.39B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2019, up 9% quarter-over-quarter.
  • 44 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2019 and 24 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2019 was Franklin Resources, an estimated $129M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2019 was Commerce Bank, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2019.