We are live on ! Find out more
VGIT icon

Vanguard Intermediate-Term Treasury ETF

91 hedge funds and large institutions have $494M invested in Vanguard Intermediate-Term Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

20% more capital invested

Capital invested by funds: $413M → $494M (+$81M)

12% more funds holding

Funds holding: 8191 (+10)

8.21% more ownership

Funds ownership: 43.48%51.69% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
16
Increased
35
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1
Ronald Blue & Co
Georgia
$132M +$65M +1,013,594 +98%
CONA
2
Capital One National Association
New York
$53.5M +$12.5M +195,758 +31%
Wells Fargo
3
Wells Fargo
California
$40.7M +$7.04M +109,790 +21%
Bank of America
4
Bank of America
North Carolina
$31.7M -$19.8M -308,686 -38%
Ameriprise
5
Ameriprise
Minnesota
$22.4M +$18M +281,015 +424%
Morgan Stanley
6
Morgan Stanley
New York
$18.9M -$619K -9,664 -3%
ACM
7
Aviance Capital Management
Florida
$17.8M -$950K -14,819 -5%
WCWM
8
Wooster Corthell Wealth Management
Connecticut
$13.3M +$215K +3,348 +2%
AC
9
Alexandria Capital
Virginia
$12.5M +$171K +2,668 +1%
NA
10
Nottingham Advisors
New York
$11.8M +$208K +3,239 +2%
Franklin Resources
11
Franklin Resources
California
$10.2M +$951K +14,838 +10%
Creative Planning
12
Creative Planning
Kansas
$8.59M -$576K -8,989 -6%
AIA
13
Allegis Investment Advisors
Idaho
$7.68M +$1.68M +26,256 +28%
WI
14
WBI Investments
New Jersey
$7.34M +$1.99M +30,980 +37%
SMM
15
Stadion Money Management
Georgia
$7.24M +$923K +14,400 +15%
UBS Group
16
UBS Group
Switzerland
$6.5M -$1.9M -29,707 -23%
CSIA
17
Charles Schwab Investment Advisory
California
$6.4M +$19.6K +306 +0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.16M -$2.22M -34,684 -27%
LPL Financial
19
LPL Financial
California
$5.9M +$1.99M +31,040 +51%
FM
20
Foster & Motley
Ohio
$3.75M +$445K +6,943 +14%
FFEC
21
First Financial Equity Corporation
Arizona
$3.67M +$3.66M +57,077 New
AssetMark Inc
22
AssetMark Inc
California
$3.61M -$427K -6,666 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.46M -$344K -5,366 -9%
HPC
24
HM Payson & Co
Maine
$3.25M +$3.24M +50,513 New
AA
25
Advisory Alpha
Michigan
$3.19M +$106K +1,657 +3%