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Vanguard Intermediate-Term Treasury ETF

341 hedge funds and large institutions have $3.93B invested in Vanguard Intermediate-Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 124 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 27

24% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 100

13% more funds holding

Funds holding: 303341 (+38)

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

5.51% less ownership

Funds ownership: 63.28%57.77% (-5.5%)

9% less capital invested

Capital invested by funds: $4.31B → $3.93B (-$373M)

Holders
341
Holders Change
+38
Holders Change %
+12.54%
% of All Funds
6.03%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.51%
New
71
Increased
124
Reduced
100
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
226
Concourse Financial Group Securities
Alabama
$326K -$164K -2,350 -33%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$318K -$32.9K -471 -9%
HI
228
Human Investing
Oregon
$316K +$319K +4,559 New
US Bancorp
229
US Bancorp
Minnesota
$308K +$25.2K +360 +9%
WPWM
230
Windward Private Wealth Management
Kansas
$308K +$310K +4,434 New
LA
231
Latitude Advisors
Florida
$306K +$308K +4,404 New
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$303K +$31.2K +446 +11%
PA
233
Parkside Advisors
California
$302K +$65K +930 +27%
Comerica Bank
234
Comerica Bank
Texas
$288K +$31.5K +451 +12%
S
235
SignatureFD
Georgia
$287K -$1.33K -19 -0.5%
AIS
236
American Investment Services
Massachusetts
$284K +$3.15K +45 +1%
SC
237
SouthState Corp
Florida
$282K
LAS
238
Lloyd Advisory Services
Georgia
$282K +$29K +415 +11%
AWM
239
Aries Wealth Management
Maine
$281K
MW
240
Marks Wealth
Maryland
$281K +$284K +4,055 New
APA
241
American Portfolios Advisors
New York
$281K -$4.9K -70 -2%
AAS
242
Avantax Advisory Services
Texas
$280K -$455K -6,511 -62%
BAAM
243
Baker Avenue Asset Management
California
$277K +$279K +3,996 New
IIM
244
InTrack Investment Management
Vermont
$269K +$271K +3,875 New
PAS
245
Park Avenue Securities
New York
$266K +$9.72K +139 +4%
CA
246
Calton & Associates
Florida
$261K
BWA
247
Beam Wealth Advisors
Louisiana
$260K +$32.6K +466 +14%
CM
248
Columbus Macro
Pennsylvania
$257K -$10.1K -144 -4%
BCM
249
Brookstone Capital Management
Illinois
$254K +$256K +3,665 New
CCA
250
Checchi Capital Advisers
California
$253K +$55.9K +799 +28%

VGIT Hedge Fund Activity: Q4 2020 in Review

341 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2020, worth a combined $3.93B — down 8.7% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VGIT positions and 27 closed out — a net gain of 44 holders — while 124 added to existing stakes and 100 trimmed.

The largest buyer was Buckingham Strategic Wealth, adding an estimated $109M. The largest seller was UBS Group, cutting an estimated $326M.

  • 341 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2020, up from 303 in Q3 2020.
  • Funds reported $3.93B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2020, down 8.7% quarter-over-quarter.
  • 71 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2020 and 27 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2020 was Buckingham Strategic Wealth, an estimated $109M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2020 was UBS Group, an estimated $326M sold.

Based on aggregated 13F filings for Q4 2020.