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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$6.48M +$1.33M +18,968 +26%
WA
77
WBH Advisory
Maryland
$6.47M +$45K +643 +0.7%
IAN
78
Integrated Advisors Network
Texas
$6.23M -$1.48M -21,223 -19%
MC
79
Minot Capital
Colorado
$6.22M – – –
PD
80
Planning Directions
Pennsylvania
$6.16M +$50.8K +726 +0.8%
CFSG
81
Community Financial Services Group
Vermont
$5.91M -$16.1M -229,669 -73%
DI
82
DAGCO Inc
Ohio
$5.87M +$5.08M +72,643 +608%
SW
83
SVB Wealth
Massachusetts
$5.67M – – –
BFEC
84
Benjamin F. Edwards & Company
Missouri
$5.5M +$512K +7,323 +10%
SPIA
85
Steward Partners Investment Advisory
New York
$5.35M +$579K +8,274 +12%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$5.25M +$297K +4,242 +6%
CIM
87
Cambria Investment Management
California
$5.18M -$495K -7,071 -9%
RFC
88
Regions Financial Corp
Alabama
$5.04M +$1.52M +21,737 +43%
WFA
89
Wellspring Financial Advisors
Ohio
$5.03M +$599K +8,559 +13%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$4.97M +$5M +71,553 New
WANY
91
Wealthspire Advisors (New York)
New York
$4.61M -$509K -7,280 -10%
NWS
92
Newport Wealth Strategies
California
$4.22M – – –
WWA
93
WC Walker & Associates
California
$4.13M +$4.22M +60,317 New
WWM
94
WJ Wealth Management
Arizona
$3.65M -$273K -3,906 -7%
GWMIA
95
Global Wealth Management Investment Advisory
Florida
$3.59M +$576K +8,241 +19%
MD
96
Money Design
Japan
$3.3M -$204K -2,915 -6%
HNW
97
High Note Wealth
Minnesota
$3.09M +$3.11M +44,529 New
FMC
98
Financial Management Concepts
Florida
$3.06M +$3.08M +44,054 New
NW
99
NewEdge Wealth
Pennsylvania
$3M +$3.02M +43,160 New
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$2.96M -$142K -2,037 -5%
2 3
4
5 6

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.