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Vanguard Intermediate-Term Treasury ETF
VGIT

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: 178 → 196 (+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: 17 → 18 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$129M
2
SCM
SCS Capital Management
Massachusetts
+$97.1M
3
CIA
Choate Investment Advisors
Massachusetts
+$61.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$40.9M
5
RIG
RiverFront Investment Group
Virginia
+$38.9M

Top Sellers

Rank Fund Capital Flow
1
CB
Commerce Bank
Missouri
-$113M
2
VA
Valmark Advisers
Ohio
-$80.8M
3
CSIA
Charles Schwab Investment Advisory
California
-$45.8M
4
Ameriprise
Ameriprise
Minnesota
-$33.8M
5
Bank of America
Bank of America
North Carolina
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
51
FormulaFolio Investments
Michigan
$6.72M +$6.63M +104,182 New
KPAG
52
KLS Professional Advisors Group
New York
$6.54M – – –
CCP
53
Cardan Capital Partners
Colorado
$5.87M -$14.1M -221,193 -71%
WA
54
WBH Advisory
Maryland
$5.71M -$626K -9,845 -10%
CIM
55
Cambria Investment Management
California
$4.77M +$648K +10,187 +16%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$4.68M +$47.9K +753 +1%
Creative Planning
57
Creative Planning
Kansas
$4.13M -$2.96M -46,539 -42%
Stifel Financial
58
Stifel Financial
Missouri
$3.98M +$1.33M +20,860 +51%
COI
59
Capital One Investing
Virginia
$3.71M +$356K +5,590 +11%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$3.62M +$2.12M +33,327 +146%
SB
61
Suntrust Banks
Georgia
$3.23M +$1.97M +30,927 +152%
Renaissance Technologies
62
Renaissance Technologies
New York
$3.22M +$3.18M +50,000 New
LFPWM
63
Leicht Financial Planning & Wealth Management
New Jersey
$3M +$675K +10,617 +30%
SPIA
64
Steward Partners Investment Advisory
New York
$2.94M +$279K +4,379 +11%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$2.91M +$277K +4,357 +11%
PFT
66
Providence First Trust
Arizona
$2.83M -$13.3K -209 -0.5%
HPC
67
HM Payson & Co
Maine
$2.79M +$2.75M +43,273 New
EPM
68
Elm Partners Management
Pennsylvania
$2.77M +$2.74M +43,000 New
KP
69
Keel Point
Alabama
$2.63M +$1.93M +30,300 +291%
SGI
70
Summit Global Investments
Utah
$2.54M +$2.51M +39,444 New
GWMIA
71
Global Wealth Management Investment Advisory
Florida
$2.5M +$362K +5,693 +17%
FTUS
72
Flow Traders U.S.
New York
$2.33M +$2.3M +36,124 New
CB
73
Community Bank
New York
$2.08M -$419K -6,580 -17%
LFG
74
LifePlan Financial Group
Ohio
$2.05M +$732K +11,500 +57%
BB
75
Bell Bank
North Dakota
$1.96M – – –
1 2
3
4 5

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.