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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
CCA
51
Cobblestone Capital Advisors
New York
$1.09M +$101K +1,600 +10%
CPA
52
Clear Perspective Advisors
Illinois
$1.07M +$400K +6,350 +60%
SSB
53
Sandy Spring Bank
Maryland
$941K +$941K +14,946 New
JWS
54
Juncture Wealth Strategies
Arizona
$883K -$43.9K -698 -5%
WP
55
WealthShield Partners
North Carolina
$840K -$12.1K -193 -1%
MML Investors Services
56
MML Investors Services
Massachusetts
$749K -$59.9K -952 -7%
FIMG
57
Financial & Investment Management Group
Michigan
$739K -$23.6K -375 -3%
ASN
58
Advisory Services Network
Georgia
$733K +$3.02K +48 +0.4%
SWP
59
Stratos Wealth Partners
Ohio
$662K -$19.4K -308 -3%
WA
60
WBH Advisory
Maryland
$645K +$2.71K +43 +0.4%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$625K -$65.8K -1,046 -10%
GG
62
GenWealth Group
New Jersey
$596K +$127K +2,015 +27%
BFA
63
Bragg Financial Advisors
North Carolina
$569K
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$548K -$47.7K -758 -8%
FAAS
65
First Allied Advisory Services
California
$535K +$496K +7,873 +1,258%
FHC
66
First Heartland Consultants
Missouri
$505K +$47.6K +756 +10%
CM
67
Columbus Macro
Pennsylvania
$496K +$496K +7,873 New
AIA
68
Allegis Investment Advisors
Idaho
$478K -$1.16M -18,441 -71%
GIM
69
Goelzer Investment Management
Indiana
$451K -$427K -6,790 -49%
JCM
70
Jag Capital Management
Missouri
$447K +$26.5K +421 +6%
SCA
71
Spearhead Capital Advisors
Florida
$427K +$219K +3,478 +105%
CAN
72
Cetera Advisor Networks
California
$408K +$2.64K +42 +0.7%
FA
73
FC Advisory
Pennsylvania
$391K +$391K +6,209 New
SWM
74
SeaCrest Wealth Management
New York
$366K
S
75
SimplyRich
California
$344K

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.