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Vanguard Intermediate-Term Treasury ETF

143 hedge funds and large institutions have $1.44B invested in Vanguard Intermediate-Term Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

41% more capital invested

Capital invested by funds: $1.02B → $1.44B (+$417M)

13% more funds holding

Funds holding: 126143 (+17)

5.7% more ownership

Funds ownership: 60.95%66.65% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
28
Increased
55
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$458K +$456K +7,308 New
JCM
77
Jag Capital Management
Missouri
$445K
SCA
78
Spearhead Capital Advisors
Florida
$438K +$12.9K +206 +3%
FA
79
FDx Advisors
Illinois
$431K +$158K +2,539 +59%
FIMG
80
Financial & Investment Management Group
Michigan
$410K -$324K -5,195 -44%
GIM
81
Goelzer Investment Management
Indiana
$402K -$46.9K -751 -10%
BUB
82
BBVA USA Bancshares
Texas
$382K +$95.6K +1,532 +34%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$381K -$239K -3,831 -39%
AG
84
Advisor Group
Arizona
$373K +$147K +2,356 +65%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$372K +$370K +5,936 New
SWM
86
SeaCrest Wealth Management
New York
$364K -$499 -8 -0.1%
S
87
SimplyRich
California
$364K +$22.4K +359 +7%
RJT
88
Raymond James Trust
Florida
$352K +$351K +5,622 New
VFA
89
Voya Financial Advisors
Connecticut
$349K +$73.6K +1,179 +27%
LFAS
90
Level Four Advisory Services
Texas
$327K +$70.6K +1,132 +28%
US Bancorp
91
US Bancorp
Minnesota
$287K -$9.61K -154 -3%
AIS
92
American Investment Services
Massachusetts
$247K
PAS
93
Park Avenue Securities
New York
$227K +$6.61K +106 +3%
MWA
94
MFA Wealth Advisors
Pennsylvania
$222K +$225K +3,604 New
GP
95
Girard Partners
Pennsylvania
$219K -$8.3K -133 -4%
FI
96
FormulaFolio Investments
Michigan
$218K -$27.6K -442 -11%
VCP
97
Vista Capital Partners
Oregon
$218K +$6.55K +105 +3%
HFS
98
HL Financial Services
Kentucky
$214K +$10.1K +162 +5%
LFPWM
99
Leicht Financial Planning & Wealth Management
New Jersey
$204K +$203K +3,249 New
Deutsche Bank
100
Deutsche Bank
Germany
$192K +$113K +1,810 +145%

VGIT Hedge Fund Activity: Q2 2018 in Review

143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q2 2018, worth a combined $1.44B — up 41% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VGIT positions and 10 closed out — a net gain of 18 holders — while 55 added to existing stakes and 37 trimmed.

The largest buyer was Valmark Advisers, opening a new position worth an estimated $148M. The largest seller was Capital One National Association, cutting an estimated $2.95M.

  • 143 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q2 2018, up from 126 in Q1 2018.
  • Funds reported $1.44B of Vanguard Intermediate-Term Treasury ETF stock for Q2 2018, up 41% quarter-over-quarter.
  • 28 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q2 2018 and 10 closed out, a net change of +18 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q2 2018 was Valmark Advisers, an estimated $148M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q2 2018 was Capital One National Association, an estimated $2.95M sold.

Based on aggregated 13F filings for Q2 2018.