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Vanguard Intermediate-Term Treasury ETF
VGIT

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: 303 → 341 (+38)

3% less funds holding in top 10

Funds holding in top 10: 30 → 29 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$109M
2
Bank of America
Bank of America
North Carolina
+$52.3M
3
FMT
First Mercantile Trust
Tennessee
+$43.8M
4
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$39.7M
5
Creative Planning
Creative Planning
Kansas
+$34M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$326M
2
RIG
RiverFront Investment Group
Virginia
-$73M
3
ETC
Exchange Traded Concepts
Oklahoma
-$65.1M
4
FI
FormulaFolio Investments
Michigan
-$60.9M
5
II
Inspire Investing
Idaho
-$34.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
251
First Pacific Financial
Washington
$249K +$2.8K +40 +1%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$247K +$57.3K +820 +30%
SWM
253
SVA Wealth Management
Wisconsin
$246K – – –
GWM
254
Gray Wealth Management
Maine
$245K +$245K +3,510 New
Fidelity Investments
255
Fidelity Investments
Massachusetts
$238K -$14.2K -203 -6%
SCM
256
Southport Capital Management
Tennessee
$235K -$10.7K -153 -4%
EWA
257
Exencial Wealth Advisors
Oklahoma
$235K – – –
CPO
258
Cerity Partners OCIO
New York
$235K +$237K +3,391 New
CWP
259
Concord Wealth Partners
Virginia
$234K +$236K +3,371 New
UIA
260
UBP Investment Advisors
Switzerland
$233K +$235K +3,357 New
MWM
261
Modera Wealth Management
New Jersey
$228K – – –
PCA
262
Personal Capital Advisors
California
$227K +$5.74K +82 +3%
CS
263
Cannell & Spears
New York
$221K +$2.52K +36 +1%
WS
264
Wedbush Securities
California
$215K -$64.1K -917 -23%
EH
265
Equitable Holdings
New York
$213K -$4.2K -60 -2%
GP
266
Greenline Partners
New York
$210K +$142K +2,028 +204%
TFA
267
Trinity Financial Advisors
Ohio
$201K +$203K +2,900 New
SGAM
268
Stephens Group Asset Management
Arkansas
$200K – – –
AAM
269
Advisors Asset Management
Colorado
$184K +$11.5K +165 +7%
SFS
270
Sowell Financial Services
Arkansas
$180K +$3.85K +55 +2%
WTC
271
WhitTier Trust Company
Nevada
$158K +$43.4K +620 +38%
AIC
272
Archer Investment Corporation
Indiana
$153K – – –
FPS
273
Fieldpoint Private Securities
Connecticut
$149K +$150K +2,150 New
LS
274
Leelyn Smith
Illinois
$148K – – –
LWP
275
Lumature Wealth Partners
Georgia
$146K +$147K +2,101 New
9 10
11
12 13

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.