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Vanguard Intermediate-Term Treasury ETF

369 hedge funds and large institutions have $5.22B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

45% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 112

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

12% more capital invested

Capital invested by funds: $4.66B → $5.22B (+$563M)

3% more funds holding

Funds holding: 358369 (+11)

2.73% more ownership

Funds ownership: 60.25%62.99% (+2.7%)

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
6.46%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
41
Increased
162
Reduced
112
Closed
27
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$1.72M +$1.32M +19,382 +319%
5L
152
55I LLC
Massachusetts
$1.7M -$346K -5,077 -17%
NFG
153
Next Financial Group
Texas
$1.69M +$352K +5,164 +26%
Stifel Financial
154
Stifel Financial
Missouri
$1.67M +$262K +3,840 +18%
KP
155
Keel Point
Alabama
$1.66M -$2.13M -31,207 -56%
AAP
156
Arax Advisory Partners
Colorado
$1.58M +$16.6K +244 +1%
FEM
157
Fulcrum Equity Management
Texas
$1.52M +$1.2M +17,579 +355%
SCA
158
Spearhead Capital Advisors
Florida
$1.48M +$319K +4,672 +27%
IA
159
IFG Advisors
Missouri
$1.47M +$46K +675 +3%
GC
160
Gilbert & Cook
Iowa
$1.46M +$62.4K +915 +4%
HI
161
Human Investing
Oregon
$1.44M +$248K +3,632 +21%
EF
162
Empowered Funds
Pennsylvania
$1.43M +$1.44M +21,127 New
VFA
163
Values First Advisors
Tennessee
$1.4M +$168K +2,466 +13%
TCMP
164
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.39M -$118K -1,733 -8%
TI
165
Tidal Investments
Wisconsin
$1.32M +$1.33M +19,500 New
SFA
166
Source Financial Advisors
New York
$1.3M +$13.6K +199 +1%
GM
167
GeoWealth Management
Illinois
$1.3M +$13.6K +199 +1%
MCCP
168
Mission Creek Capital Partners
California
$1.29M +$211K +3,102 +20%
FA
169
FC Advisory
Pennsylvania
$1.27M +$29K +426 +2%
FTUS
170
Flow Traders U.S.
New York
$1.26M +$1.27M +18,689 New
BAM
171
Belpointe Asset Management
Nevada
$1.22M -$244K -3,586 -17%
PWM
172
Palumbo Wealth Management
New York
$1.21M +$620K +9,101 +104%
BC
173
Burney Company
Virginia
$1.17M -$402K -5,891 -25%
VFA
174
Valeo Financial Advisors
Indiana
$1.16M +$767K +11,247 +189%
OMC
175
Old Mission Capital
Illinois
$1.16M +$1.17M +17,105 New

VGIT Hedge Fund Activity: Q3 2021 in Review

369 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2021, worth a combined $5.22B — up 12% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGIT positions and 27 closed out — a net gain of 14 holders — while 162 added to existing stakes and 112 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $130M. The largest seller was RiverFront Investment Group, cutting an estimated $33.5M.

  • 369 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2021, up from 358 in Q2 2021.
  • Funds reported $5.22B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2021 and 27 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2021 was Jordan Park Group, an estimated $130M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2021.