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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
MIAN
76
Mariner Independent Advisor Network
Kansas
$705K +$712K +11,412 New
WP
77
WealthShield Partners
North Carolina
$684K -$144K -2,310 -17%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$645K +$106K +1,692 +19%
BFA
79
Bragg Financial Advisors
North Carolina
$609K +$13.4K +214 +2%
SWP
80
Stratos Wealth Partners
Ohio
$607K -$42.7K -684 -7%
FAAS
81
First Allied Advisory Services
California
$596K +$14.9K +238 +3%
FA
82
FC Advisory
Pennsylvania
$560K +$1.62K +26 +0.3%
CM
83
Columbus Macro
Pennsylvania
$520K +$19.4K +311 +4%
FHC
84
First Heartland Consultants
Missouri
$516K -$24.8K -398 -5%
AG
85
Advisor Group
Arizona
$505K +$137K +2,187 +37%
AI
86
Atria Investments
North Carolina
$499K +$501K +8,033 New
S
87
SimplyRich
California
$487K +$127K +2,030 +35%
NF
88
Nikulski Financial
Iowa
$486K +$490K +7,845 New
Bank of New York Mellon
89
Bank of New York Mellon
New York
$478K +$100K +1,603 +26%
SI
90
Stephens Inc
Arkansas
$441K -$13K -208 -3%
JCM
91
Jag Capital Management
Missouri
$437K -$4.56K -73 -1%
FA
92
FDx Advisors
Illinois
$411K -$15.7K -252 -4%
BUB
93
BBVA USA Bancshares
Texas
$399K +$20.6K +330 +5%
RJT
94
Raymond James Trust
Florida
$365K +$15.5K +248 +4%
SWM
95
SeaCrest Wealth Management
New York
$361K
GIM
96
Goelzer Investment Management
Indiana
$344K -$54.9K -880 -14%
VFA
97
Voya Financial Advisors
Connecticut
$337K -$8.3K -133 -2%
LFAS
98
Level Four Advisory Services
Texas
$326K +$1.19K +19 +0.4%
PAG
99
Private Advisor Group
New Jersey
$319K +$321K +5,136 New
FIMG
100
Financial & Investment Management Group
Michigan
$313K -$93.6K -1,500 -23%

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.