We are live on ! Find out more
VGIT icon

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
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$280M +$374K +5,995 +0.1%
VA
2
Valmark Advisers
Ohio
$148M +$148M +2,368,724 New
RIG
3
RiverFront Investment Group
Virginia
$126M +$126M +2,013,322 New
CSIA
4
Charles Schwab Investment Advisory
California
$91.8M -$549K -8,801 -0.6%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$73.7M +$6.41M +102,674 +10%
Wells Fargo
6
Wells Fargo
California
$68.6M +$1.22M +19,576 +2%
Bank of America
7
Bank of America
North Carolina
$61.3M +$5.9M +94,489 +11%
CONA
8
Capital One National Association
New York
$52.9M -$2.95M -47,346 -5%
MIS
9
Morningstar Investment Services
Illinois
$49.6M +$5.63M +90,211 +13%
RJA
10
Raymond James & Associates
Florida
$45.6M +$45.4M +727,426 New
Morgan Stanley
11
Morgan Stanley
New York
$39M +$401K +6,424 +1%
NA
12
Nottingham Advisors
New York
$33.8M +$3.98M +63,787 +14%
Ameriprise
13
Ameriprise
Minnesota
$32.8M +$4.03M +64,535 +14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$32.2M +$21.6M +346,737 +207%
SF
15
Synovus Financial
Georgia
$28.7M +$28.6M +457,712 +60,624%
RVPG
16
Relative Value Partners Group
$23.9M -$1.46M -23,428 -6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$14.7M +$14.7M +235,083 New
AWM
18
AE Wealth Management
Kansas
$14.5M -$1.87M -29,937 -11%
AC
19
Alexandria Capital
Virginia
$14.4M -$290K -4,651 -2%
SS
20
Simplicity Solutions
Minnesota
$14.4M -$1.45M -23,268 -9%
LPL Financial
21
LPL Financial
California
$13.4M +$155K +2,487 +1%
Franklin Resources
22
Franklin Resources
California
$11.5M -$1.31M -21,027 -10%
UCFA
23
United Capital Financial Advisors
Texas
$10.9M -$277K -4,440 -2%
UBS Group
24
UBS Group
Switzerland
$9.76M +$457K +7,319 +5%
RWM
25
RKL Wealth Management
Pennsylvania
$9.25M -$45.1K -723 -0.5%

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.