Vanguard Intermediate-Term Treasury ETF
VGIT
233 hedge funds and large institutions have $3.25B invested in Vanguard Intermediate-Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 18 closing their positions.
156% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 18
45% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 64
13% more funds holding in top 10
Funds holding in top 10: 24 → 27 (+3)
11% more funds holding
Funds holding: 209 → 233 (+24)
3% more capital invested
Capital invested by funds: $3.17B → $3.25B (+$81.4M)
0.72% less ownership
Funds ownership: 73.41% → 72.7% (-0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$63.9M |
| 2 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$59.9M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$33M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.3M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$136M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15.6M |
| 3 |
DRS
Deane Retirement Strategies
New Orleans,
Louisiana
|
-$13M |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$11.8M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$11M |
VGIT Hedge Fund Activity: Q4 2019 in Review
233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q4 2019, worth a combined $3.25B — up 2.6% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new VGIT positions and 18 closed out — a net gain of 28 holders — while 93 added to existing stakes and 64 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $63.9M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $136M.
- 233 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q4 2019, up from 209 in Q3 2019.
- Funds reported $3.25B of Vanguard Intermediate-Term Treasury ETF stock for Q4 2019, up 2.6% quarter-over-quarter.
- 46 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q4 2019 and 18 closed out, a net change of +28 holders.
- The largest Vanguard Intermediate-Term Treasury ETF buyer in Q4 2019 was OneAscent Financial Services, an estimated $63.9M added.
- The largest Vanguard Intermediate-Term Treasury ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $136M sold.
Based on aggregated 13F filings for Q4 2019.