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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
233
Holders Change
+24
Holders Change %
+11.48%
% of All Funds
4.59%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.53%
New
46
Increased
93
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
+$63.9M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$59.9M
3
AI
Atria Investments
North Carolina
+$33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.3M
5
Truist Financial
Truist Financial
North Carolina
+$27.5M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$136M
2
Bank of America
Bank of America
North Carolina
-$15.6M
3
DRS
Deane Retirement Strategies
Louisiana
-$13M
4
AIC
Ameritas Investment Company
Nebraska
-$11.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$4.23M +$4.26M +64,224 New
GWMIA
77
Global Wealth Management Investment Advisory
Florida
$4.11M +$106K +1,595 +3%
FI
78
FormulaFolio Investments
Michigan
$3.98M -$125K -1,879 -3%
PCMC
79
Paragon Capital Management (Colorado)
Colorado
$3.69M +$543K +8,193 +17%
HighTower Advisors
80
HighTower Advisors
Illinois
$3.36M +$3.38M +50,985 New
Creative Planning
81
Creative Planning
Kansas
$3.34M -$77.1K -1,163 -2%
CPA
82
Clear Perspective Advisors
Illinois
$3.23M -$4.21M -63,434 -56%
MC
83
Minot Capital
Colorado
$3.12M – – –
GI
84
Glovista Investments
New Jersey
$2.92M -$16.2K -245 -0.5%
Stifel Financial
85
Stifel Financial
Missouri
$2.9M +$176K +2,654 +6%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$2.88M +$2.89M +43,568 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.48M +$2.49M +37,601 New
AA
88
ALPS Advisors
Colorado
$2.46M -$2.32K -35 -0.1%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$2.27M +$178K +2,680 +11%
BB
90
Bell Bank
North Dakota
$2M – – –
TPCW
91
TD Private Client Wealth
New York
$1.8M +$1.81M +27,332 New
MML Investors Services
92
MML Investors Services
Massachusetts
$1.73M +$71.6K +1,080 +4%
IA
93
IndexIQ Advisors
New York
$1.68M -$7.61M -114,817 -82%
NP
94
NorthRock Partners
Minnesota
$1.54M -$3.17M -47,796 -67%
HPC
95
HM Payson & Co
Maine
$1.53M – – –
MD
96
Money Design
Japan
$1.51M +$161K +2,435 +12%
ASN
97
Advisory Services Network
Georgia
$1.5M -$298K -4,494 -16%
EPA
98
Element Pointe Advisors
Florida
$1.48M -$84.9K -1,280 -5%
EPM
99
Elm Partners Management
Pennsylvania
$1.47M – – –
CB
100
Community Bank
New York
$1.39M -$487K -7,340 -26%
2 3
4
5 6

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.