We are live on ! Find out more
VGIT icon

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
SP
101
SWS Partners
Ohio
$74K +$73.8K +1,172 New
CFA
102
Carroll Financial Associates
North Carolina
$73K
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$63K
JP Morgan Chase
104
JP Morgan Chase
New York
$61K
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$14.7K +233 +36%
AF
106
Advisornet Financial
Minnesota
$54K -$1.36M -21,587 -96%
SEI Investments
107
SEI Investments
Pennsylvania
$53K +$11.3K +179 +28%
BRC
108
Bell Rock Capital
Delaware
$50K +$189 +3 +0.4%
SF
109
Synovus Financial
Georgia
$48K +$47.5K +755 New
CHP
110
Cable Hill Partners
Oregon
$36K
GRP
111
Global Retirement Partners
California
$26K +$8.12K +129 +47%
IFAM
112
Institutional & Family Asset Management
Colorado
$22K +$22K +349 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.56K
SWMG
114
Signature Wealth Management Group
Georgia
$7K
VCM
115
Virtue Capital Management
Tennessee
$6K -$1.01K -16 -14%
TFA
116
Toth Financial Advisory
Virginia
$6K
WB
117
Webster Bank
Connecticut
$5K
BlackRock
118
BlackRock
New York
$5K +$629 +10 +13%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$4K -$8.24K -131 -69%
VFA
120
Valeo Financial Advisors
Indiana
$4K
NR
121
Newfound Research
Massachusetts
$4K +$63 +1 +2%
Barclays
122
Barclays
United Kingdom
$3K
AWA
123
Acorn Wealth Advisors
Michigan
$3K +$2.83K +45 New
AssetMark Inc
124
AssetMark Inc
California
$1K -$2.29M -36,442 -100%
TF
125
Tompkins Financial
New York
$1K

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.