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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

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

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
RWP
351
RWA Wealth Partners
Massachusetts
– -$479K -6,794 Closed
PG
352
Prostatis Group
Maryland
– -$470K -6,666 Closed
CCFM
353
Clear Creek Financial Management
Washington
– -$424K -6,008 Closed
CGFA
354
Colton Groome Financial Advisors
North Carolina
– -$311K -4,416 Closed
AR
355
Advisory Research
Illinois
– -$277K -3,934 Closed
RWB
356
RMR Wealth Builders
New Jersey
– -$264K -3,743 Closed
OMC
357
Old Mission Capital
Illinois
– -$225K -3,190 Closed
ERIM
358
Eagle Ridge Investment Management
Connecticut
– -$212K -3,001 Closed
PFS
359
Prospera Financial Services
Texas
– -$42K -599 Closed
LTI
360
Laffer Tengler Investments
Tennessee
– -$31.6K -449 Closed
WCG
361
Weaver Consulting Group
California
– -$13K -177 Closed
YAL
362
Your Advocates Ltd
Texas
– -$4K -63 Closed
CWC
363
Carolinas Wealth Consulting
North Carolina
– -$2K -26 Closed
VRM
364
Vectors Research Management
New York
– -$2K -26 Closed
AssetMark Inc
365
AssetMark Inc
California
– -$2K -23 Closed
IHWM
366
Iron Horse Wealth Management
Iowa
– +$70 +1 New
TWM
367
Tradition Wealth Management
Minnesota
– +$140 +2 New
LJHT
368
Laurie J. Hall Trustee
– +$350 +5 New
11 12 13 14
15

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.