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Vanguard Intermediate-Term Treasury ETF
VGIT

349 hedge funds and large institutions have $4.07B invested in Vanguard Intermediate-Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

19% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 111

2% more funds holding

Funds holding: 341 → 349 (+8)

3% more capital invested

Capital invested by funds: $3.93B → $4.07B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 29 → 29 (0)

1.61% less ownership

Funds ownership: 57.77% → 56.16% (-1.6%)

19% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.36M

Holders
349
Holders Change
+8
Holders Change %
+2.35%
% of All Funds
6.13%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
51
Increased
132
Reduced
111
Closed
40
Calls
$1.91M
Puts
$2.36M
Net Calls
-$451K
Net Calls Change
-$451K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$82.7M
2
BSW
Buckingham Strategic Wealth
Missouri
+$74.1M
3
RIG
RiverFront Investment Group
Virginia
+$52.8M
4
CWP
Concord Wealth Partners
Virginia
+$42.1M
5
AIC
Ameritas Investment Company
Nebraska
+$24.9M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$50.3M
2
HW
Hancock Whitney
Mississippi
-$38.6M
3
Ameriprise
Ameriprise
Minnesota
-$33.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$23.5M
5
CIA
Choate Investment Advisors
Massachusetts
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
276
Independent Financial Group
California
$207K +$211K +3,086 New
GP
277
Greenline Partners
New York
$203K – – –
BCP
278
Blue Chip Partners
Michigan
$185K -$281K -4,110 -60%
MM
279
Main Management
California
$182K +$185K +2,700 New
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$178K -$62.7K -917 -26%
AAM
281
Advisors Asset Management
Colorado
$170K -$8.89K -130 -5%
BAM
282
Belpointe Asset Management
Nevada
$152K +$48.4K +708 +45%
AF
283
Advisornet Financial
Minnesota
$145K +$119K +1,747 +428%
LS
284
Leelyn Smith
Illinois
$144K – – –
AIC
285
Archer Investment Corporation
Indiana
$123K -$25.4K -372 -17%
SMA
286
Sage Mountain Advisors
Georgia
$121K +$123K +1,803 New
RIM
287
Rockbridge Investment Management
New York
$119K +$68 +1 +0.1%
GRP
288
Global Retirement Partners
California
$109K -$5.54K -81 -5%
WAS
289
Winch Advisory Services
Wisconsin
$100K +$137 +2 +0.1%
FA
290
Fortis Advisors
Pennsylvania
$98K +$99.5K +1,455 New
SSB
291
Sandy Spring Bank
Maryland
$91K +$9.57K +140 +12%
AW
292
Avion Wealth
Texas
$90K -$15M -218,617 -99%
WB
293
Webster Bank
Connecticut
$86K – – –
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$81K +$20.7K +303 +34%
IFAM
295
Institutional & Family Asset Management
Colorado
$80K – – –
EVM
296
Eaton Vance Management
Massachusetts
$74K +$75.2K +1,100 New
SWM
297
Spire Wealth Management
Virginia
$72K +$73K +1,067 New
PA
298
Parallel Advisors
California
$67K +$1.78K +26 +3%
GTAM
299
Global Trust Asset Management
Florida
$61K +$137 +2 +0.2%
FI
300
FormulaFolio Investments
Michigan
$60K -$586K -8,563 -91%
10 11
12
13 14

VGIT Hedge Fund Activity: Q1 2021 in Review

349 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q1 2021, worth a combined $4.07B — up 3.3% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VGIT positions and 40 closed out — a net gain of 11 holders — while 132 added to existing stakes and 111 trimmed.

The largest buyer was Creative Planning, adding an estimated $82.7M. The largest seller was Simplicity Solutions, cutting an estimated $50.3M.

  • 349 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q1 2021, up from 341 in Q4 2020.
  • Funds reported $4.07B of Vanguard Intermediate-Term Treasury ETF stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 51 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q1 2021 and 40 closed out, a net change of +11 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q1 2021 was Creative Planning, an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q1 2021 was Simplicity Solutions, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2021.