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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
CFA
126
Carroll Financial Associates
North Carolina
$43K -$29.3K -470 -40%
DWM
127
Destination Wealth Management
California
$38K +$38.6K +618 New
SEI Investments
128
SEI Investments
Pennsylvania
$37K -$26.6K -426 -39%
AF
129
Advisornet Financial
Minnesota
$33K -$4.37K -70 -12%
RFC
130
Regions Financial Corp
Alabama
$31K -$6.18K -99 -16%
TPWA
131
TRUE Private Wealth Advisors
Oregon
$27.1K +$27.2K +436 New
WC
132
Whitney & Co
New York
$24K
AWMS
133
Advocacy Wealth Management Services
Georgia
$20K +$19.7K +316 New
JWA
134
JFS Wealth Advisors
Pennsylvania
$18K +$17.9K +286 New
IFAM
135
Institutional & Family Asset Management
Colorado
$13K -$8.62K -138 -40%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$13K +$13.5K +216 New
FHA
137
Flagship Harbor Advisors
Massachusetts
$10K +$8.05K +129 +331%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.45K
VFA
139
Valeo Financial Advisors
Indiana
$7K +$3.62K +58 +102%
BFC
140
Bedel Financial Consulting
Indiana
$6K -$5.12K -82 -45%
S
141
SignatureFD
Georgia
$6K
SWMG
142
Signature Wealth Management Group
Georgia
$6K
TFA
143
Toth Financial Advisory
Virginia
$6K
BlackRock
144
BlackRock
New York
$5K
NR
145
Newfound Research
Massachusetts
$5K
WB
146
Webster Bank
Connecticut
$5K
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$4K
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$4.68K -75 -59%
Barclays
149
Barclays
United Kingdom
$3K
JP Morgan Chase
150
JP Morgan Chase
New York
$2K -$33.1K -530 -93%

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.