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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
PAS
76
Partnervest Advisory Services
California
$330K +$330K +5,245 New
US Bancorp
77
US Bancorp
Minnesota
$298K +$2.9K +46 +1%
BUB
78
BBVA USA Bancshares
Texas
$288K +$118K +1,867 +69%
VFA
79
Voya Financial Advisors
Connecticut
$276K +$38K +604 +16%
FA
80
FDx Advisors
Illinois
$273K +$34.8K +553 +15%
LFAS
81
Level Four Advisory Services
Texas
$258K -$14.3K -227 -5%
AIS
82
American Investment Services
Massachusetts
$249K
LC
83
LCNB Corp
Ohio
$248K +$249K +3,950 New
FI
84
FormulaFolio Investments
Michigan
$247K -$44.6K -708 -15%
GP
85
Girard Partners
Pennsylvania
$229K -$5.66K -90 -2%
AG
86
Advisor Group
Arizona
$226K -$58.8K -934 -21%
SG Americas Securities
87
SG Americas Securities
New York
$223K +$37.8K +600 +20%
PAS
88
Park Avenue Securities
New York
$222K +$21.8K +346 +11%
VCP
89
Vista Capital Partners
Oregon
$213K +$12.8K +203 +6%
HFS
90
HL Financial Services
Kentucky
$205K +$205K +3,252 New
IA
91
IFP Advisors
Florida
$147K
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$139K +$755 +12 +0.5%
WCM
93
Wealthcare Capital Management
Virginia
$132K -$15.7K -249 -11%
APA
94
American Portfolios Advisors
New York
$121K +$10.2K +162 +9%
PCG
95
Private Capital Group
Connecticut
$117K -$454K -7,207 -79%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$110K +$20.6K +328 +23%
SAM
97
Solaris Asset Management
New York
$108K
SPIA
98
Steward Partners Investment Advisory
New York
$94K +$94.9K +1,508 New
Deutsche Bank
99
Deutsche Bank
Germany
$78K +$78.6K +1,249 New
RFC
100
Regions Financial Corp
Alabama
$74K +$42.2K +670 +133%

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.