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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
PSUF
26
People's United Financial
Connecticut
$35.9M +$180K +2,572 +0.5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$35.4M +$888K +12,692 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$34.8M +$18.1M +258,689 +107%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$33.5M -$5.81M -83,127 -15%
WCWM
30
Wooster Corthell Wealth Management
Connecticut
$30.4M +$2.45M +35,019 +9%
PP
31
PrairieView Partners
Minnesota
$26.2M +$2.87M +41,051 +12%
RWRC
32
R.W. Roge & Company
New York
$24.2M +$1.23M +17,585 +5%
Osaic Holdings
33
Osaic Holdings
Arizona
$24.2M -$4M -57,163 -14%
Truist Financial
34
Truist Financial
North Carolina
$21.7M -$942K -13,475 -4%
MG
35
MilWealth Group
Wisconsin
$21.6M +$1.9M +27,136 +10%
IA
36
IndexIQ Advisors
New York
$18.9M +$1.22M +17,418 +7%
OFS
37
OneAscent Financial Services
Alabama
$18.8M -$29.5M -421,874 -61%
EWA
38
EP Wealth Advisors
California
$18.6M +$18.8M +268,294 New
RJA
39
Raymond James & Associates
Florida
$18M -$7.71M -110,266 -30%
TLFA
40
True Link Financial Advisors
California
$17.2M +$17.3M +247,990 New
Renaissance Technologies
41
Renaissance Technologies
New York
$15.3M +$1.8M +25,703 +13%
AW
42
Avion Wealth
Texas
$15.3M -$5.62M -80,399 -27%
AA
43
ALPS Advisors
Colorado
$15M +$255K +3,650 +2%
COF
44
Capital One Financial
Virginia
$14.4M -$8.5M -121,558 -37%
MSWM
45
Mader & Shannon Wealth Management
Missouri
$14.1M -$3.58M -51,162 -20%
IA
46
Inspire Advisors
Idaho
$13.4M +$13.5M +192,922 New
CPA
47
Clear Perspective Advisors
Illinois
$12.9M +$82.5K +1,180 +0.6%
SCM
48
Stonehearth Capital Management
Massachusetts
$12.4M -$210K -3,001 -2%
Cerity Partners
49
Cerity Partners
New York
$12.2M +$12.3M +175,556 New
DFG
50
Demars Financial Group
Washington
$12.2M +$12.3M +175,168 New
1
2
3 4 5

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.