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Vanguard Intermediate-Term Treasury ETF

369 hedge funds and large institutions have $5.22B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

45% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 112

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

12% more capital invested

Capital invested by funds: $4.66B → $5.22B (+$563M)

3% more funds holding

Funds holding: 358369 (+11)

2.73% more ownership

Funds ownership: 60.25%62.99% (+2.7%)

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
6.46%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
41
Increased
162
Reduced
112
Closed
27
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$15.7M +$15.9M +232,746 New
MSWM
52
Mader & Shannon Wealth Management
Missouri
$14.6M -$242K -3,556 -2%
RCS
53
Retirement Capital Strategies
California
$14.4M +$14.6M +213,694 New
MFG
54
Monumental Financial Group
Maryland
$14.3M +$1.62M +23,767 +13%
SCM
55
Stonehearth Capital Management
Massachusetts
$13.7M -$18.2K -267 -0.1%
NA
56
Nottingham Advisors
New York
$13.5M +$2.74M +40,234 +25%
EWM
57
Executive Wealth Management
Michigan
$13.1M +$283K +4,153 +2%
Cerity Partners
58
Cerity Partners
New York
$12.8M -$157K -2,310 -1%
FM
59
Foster & Motley
Ohio
$12.8M +$735K +10,782 +6%
RWM
60
RKL Wealth Management
Pennsylvania
$12.7M +$133K +1,953 +1%
ONB
61
Old National Bancorp
Indiana
$12.3M +$1.42M +20,789 +13%
COF
62
Capital One Financial
Virginia
$11.9M +$5.27M +77,314 +78%
FAFN
63
First Affirmative Financial Network
Colorado
$11.6M +$11.7M +172,023 New
PG
64
Proffitt & Goodson
Tennessee
$11.2M +$220K +3,227 +2%
WF
65
Whelan Financial
California
$11.1M +$11.2M +164,654 New
NW
66
NewEdge Wealth
Pennsylvania
$10.2M +$651K +9,546 +7%
FA
67
Fermata Advisors
California
$10M +$619K +9,073 +7%
TLFA
68
True Link Financial Advisors
California
$9.33M
NEGWA
69
New England Guild Wealth Advisors
Connecticut
$9.3M -$612K -8,978 -6%
BlackRock
70
BlackRock
New York
$9.04M -$109K -1,597 -1%
FVWA
71
Foster Victor Wealth Advisors
South Carolina
$8.98M +$205K +3,008 +2%
AC
72
Alexandria Capital
Virginia
$8.56M -$482K -7,075 -5%
CISOA
73
Capital Investment Services of America
Wisconsin
$8.49M -$141K -2,070 -2%
DI
74
DAGCO Inc
Ohio
$8.32M +$320K +4,687 +4%
ACA
75
Ackerman Capital Advisors
Texas
$8.12M -$53.5K -785 -0.6%

VGIT Hedge Fund Activity: Q3 2021 in Review

369 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2021, worth a combined $5.22B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGIT positions and 27 closed out — a net gain of 14 holders — while 162 added to existing stakes and 112 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $130M. The largest seller was RiverFront Investment Group, cutting an estimated $33.5M.

  • 369 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2021, up from 358 in Q2 2021.
  • Funds reported $5.22B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2021 and 27 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2021 was Jordan Park Group, an estimated $130M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2021.