We are live on ! Find out more
VGIT icon

Vanguard Intermediate-Term Treasury ETF

196 hedge funds and large institutions have $2.39B invested in Vanguard Intermediate-Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

24% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 55

10% more funds holding

Funds holding: 178196 (+18)

9% more capital invested

Capital invested by funds: $2.19B → $2.39B (+$197M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.83% more ownership

Funds ownership: 63.41%65.24% (+1.8%)

Holders
196
Holders Change
+18
Holders Change %
+10.11%
% of All Funds
4.24%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
44
Increased
68
Reduced
55
Closed
24
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
$325M +$40.9M +642,616 +15%
RIG
2
RiverFront Investment Group
Virginia
$177M +$38.9M +612,260 +29%
SCM
3
SCS Capital Management
Massachusetts
$174M +$97.1M +1,525,801 +130%
CSIA
4
Charles Schwab Investment Advisory
California
$163M -$45.8M -719,439 -22%
Franklin Resources
5
Franklin Resources
California
$142M +$129M +2,035,551 +1,192%
CIA
6
Choate Investment Advisors
Massachusetts
$110M +$61.5M +967,508 +130%
Wells Fargo
7
Wells Fargo
California
$90.3M +$3.74M +58,765 +4%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$90.2M +$456K +7,173 +0.5%
Ameriprise
9
Ameriprise
Minnesota
$85.4M -$33.8M -531,545 -28%
VA
10
Valmark Advisers
Ohio
$65.8M -$80.8M -1,270,215 -55%
Bank of America
11
Bank of America
North Carolina
$63.8M -$29.5M -464,497 -32%
Mitsubishi UFJ Asset Management
12
Mitsubishi UFJ Asset Management
Japan
$55.2M +$14.5M +228,300 +36%
HW
13
Hancock Whitney
Mississippi
$52.5M +$4.06M +63,777 +8%
MIS
14
Morningstar Investment Services
Illinois
$51.6M +$138K +2,173 +0.3%
RJA
15
Raymond James & Associates
Florida
$46.1M -$96.8K -1,522 -0.2%
NA
16
Nottingham Advisors
New York
$37.9M -$3.22M -50,608 -8%
Morgan Stanley
17
Morgan Stanley
New York
$37.4M -$203K -3,194 -0.5%
SF
18
Synovus Financial
Georgia
$32.7M +$676K +10,632 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$31.3M +$684K +10,754 +2%
UBS Group
20
UBS Group
Switzerland
$28M -$4.5M -70,771 -14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24.1M -$17.2M -269,838 -42%
LPL Financial
22
LPL Financial
California
$23.6M +$4.92M +77,353 +27%
BTS
23
BB&T Securities
Virginia
$20.3M +$11.2M +176,338 +128%
GC
24
Garde Capital
Washington
$18.7M -$125K -1,971 -0.7%
PP
25
PrairieView Partners
Minnesota
$17.8M +$17.6M +276,654 New

VGIT Hedge Fund Activity: Q1 2019 in Review

196 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2019, worth a combined $2.39B — up 9% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VGIT positions and 24 closed out — a net gain of 20 holders — while 68 added to existing stakes and 55 trimmed.

The largest buyer was Franklin Resources, adding an estimated $129M. The largest seller was Commerce Bank, exiting entirely with an estimated $113M sold.

  • 196 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2019, up from 178 in Q4 2018.
  • Funds reported $2.39B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2019, up 9% quarter-over-quarter.
  • 44 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2019 and 24 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2019 was Franklin Resources, an estimated $129M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2019 was Commerce Bank, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2019.