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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
IA
101
IFP Advisors
Florida
$149K +$5.05K +81 +4%
CF
102
Centaurus Financial
California
$149K +$148K +2,373 New
SPIA
103
Steward Partners Investment Advisory
New York
$132K +$37.5K +601 +40%
WCM
104
Wealthcare Capital Management
Virginia
$131K
APA
105
American Portfolios Advisors
New York
$125K +$4.74K +76 +4%
PCG
106
Private Capital Group
Connecticut
$117K +$312 +5 +0.3%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$116K +$6.61K +106 +6%
SAM
108
Solaris Asset Management
New York
$108K
CFA
109
Carroll Financial Associates
North Carolina
$73K
SEI Investments
110
SEI Investments
Pennsylvania
$68K +$15.7K +252 +30%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$63K
BRC
112
Bell Rock Capital
Delaware
$50K +$250 +4 +0.5%
HI
113
Hudock Inc
Pennsylvania
$46K +$46.4K +744 New
RFC
114
Regions Financial Corp
Alabama
$38K -$35.6K -571 -49%
AF
115
Advisornet Financial
Minnesota
$38K -$15.6K -250 -29%
JP Morgan Chase
116
JP Morgan Chase
New York
$36K -$25K -400 -41%
CHP
117
Cable Hill Partners
Oregon
$36K
GRP
118
Global Retirement Partners
California
$29K +$3.99K +64 +16%
WC
119
Whitney & Co
New York
$24K +$24.3K +390 New
IFAM
120
Institutional & Family Asset Management
Colorado
$22K -$312 -5 -1%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K -$120K -1,929 -87%
HNB
122
Huntington National Bank
Ohio
$11K
BFC
123
Bedel Financial Consulting
Indiana
$11K +$11.3K +181 New
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$47.5K -761 -86%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.52K

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.