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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
WOSD
201
WFA of San Diego
California
$647K -$11.6K -170 -2%
PA
202
Pinnacle Associates
New York
$633K -$111K -1,635 -15%
GIA
203
Gladstone Institutional Advisory
Florida
$632K +$115K +1,683 +22%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$628K -$96.3K -1,412 -13%
FAIM
205
Financial Advocates Investment Management
Washington
$625K +$419K +6,144 New
OPS
206
Orion Portfolio Solutions
Nebraska
$622K +$628K +9,209 New
CFSG
207
Community Financial Services Group
Vermont
$619K -$741K -10,872 -54%
VAS
208
Vestmark Advisory Solutions
Massachusetts
$617K +$750 +11 +0.1%
PWMAG
209
Pinnacle Wealth Management Advisory Group
New Jersey
$616K -$111K -1,635 -15%
GPA
210
Guidance Point Advisors
Massachusetts
$616K +$2.32K +34 +0.4%
VWA
211
VERITY Wealth Advisors
United States
$599K +$66.5K +975 +12%
VCP
212
Vista Capital Partners
Oregon
$593K +$34.3K +503 +6%
FT
213
Fiduciary Trust
Massachusetts
$592K -$985K -14,448 -62%
FFG
214
Fullen Financial Group
Ohio
$588K +$1.98K +29 +0.3%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$578K +$70.9K +1,040 +14%
CAL
216
Capital Analysts LLC
Pennsylvania
$576K -$239K -3,501 -29%
JBA
217
Johnson Bixby & Associates
Washington
$573K +$97.3K +1,427 +20%
SW
218
SkyOak Wealth
Michigan
$572K -$30.6K -449 -5%
WP
219
WealthShield Partners
North Carolina
$572K +$577K +8,469 New
RC
220
RegentAtlantic Capital
New Jersey
$571K
I2I
221
Insight 2811 Inc
Illinois
$567K
MPW
222
MA Private Wealth
California
$564K -$91.8K -1,347 -14%
SFS
223
Strategic Financial Services
New York
$557K +$85.2K +1,250 +18%
SWP
224
Stratos Wealth Partners
Ohio
$541K +$1.98K +29 +0.4%
TSA
225
Tri-Star Advisors
Texas
$534K

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.