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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
GTAM
51
Global Trust Asset Management
Florida
$2.06M +$42.4K +680 +2%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.94M -$293K -4,693 -13%
BB
53
Bell Bank
North Dakota
$1.89M
FTUS
54
Flow Traders U.S.
New York
$1.8M +$1.82M +29,075 New
LFPWM
55
Leicht Financial Planning & Wealth Management
New Jersey
$1.59M +$1.4M +22,409 +690%
NWM
56
Northwest Wealth Management
Iowa
$1.56M -$40K -640 -2%
BSB
57
Bangor Savings Bank
Maine
$1.54M -$4.71M -75,391 -75%
LFG
58
LifePlan Financial Group
Ohio
$1.42M -$20.2K -324 -1%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.31M +$394K +6,306 +43%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.29M -$69.9K -1,120 -5%
CA
61
Calton & Associates
Florida
$1.27M -$185K -2,961 -13%
Truist Financial
62
Truist Financial
North Carolina
$1.21M +$165K +2,638 +16%
GC
63
Gilbert & Cook
Iowa
$1.12M -$34.5K -552 -3%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.08M +$44.8K +718 +4%
CPA
65
Clear Perspective Advisors
Illinois
$1M -$54.3K -870 -5%
GG
66
GenWealth Group
New Jersey
$934K +$430K +6,891 +84%
CWM
67
Cornerstone Wealth Management
Missouri
$932K -$289K -4,634 -7%
ASN
68
Advisory Services Network
Georgia
$932K +$71.6K +1,147 +8%
SSB
69
Sandy Spring Bank
Maryland
$848K -$68.8K -1,102 -7%
PCIG
70
Partners Capital Investment Group
Massachusetts
$797K +$801K +12,830 New
AAP
71
Arax Advisory Partners
Colorado
$795K +$800K +12,809 New
LWS
72
Lucia Wealth Services
California
$761K +$765K +12,260 New
JWS
73
Juncture Wealth Strategies
Arizona
$760K -$51.6K -826 -6%
WA
74
WBH Advisory
Maryland
$722K -$116K -1,859 -14%
NEGWA
75
New England Guild Wealth Advisors
Connecticut
$719K +$723K +11,577 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.