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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
DI
101
Disciplined Investments
Oklahoma
$1.33M +$1.34M +20,253 New
NL
102
NWAM LLC
Washington
$1.27M +$8.09K +122 +0.6%
HFRG
103
Houlihan Financial Resource Group
Virginia
$1.26M +$1.27M +19,165 New
BSB
104
Bangor Savings Bank
Maine
$1.24M -$2.92K -44 -0.2%
FA
105
FC Advisory
Pennsylvania
$1.19M +$30.6K +461 +3%
IWC
106
Integrated Wealth Concepts
Massachusetts
$1.14M +$1.15M +17,344 New
NWM
107
Northwest Wealth Management
Iowa
$1.1M +$116K +1,746 +12%
KA
108
Kovack Advisors
Florida
$1.09M -$91.9K -1,386 -8%
CAM
109
Cresset Asset Management
Illinois
$1.05M -$125K -1,888 -11%
VFA
110
Values First Advisors
Tennessee
$1.02M +$1.03M +15,533 New
GTAM
111
Global Trust Asset Management
Florida
$1.01M -$11.6K -175 -1%
JWCA
112
J.W. Cole Advisors
Florida
$953K +$959K +14,466 New
GIA
113
Gladstone Institutional Advisory
Florida
$948K -$20.1K -303 -2%
AAP
114
Arax Advisory Partners
Colorado
$890K +$13.8K +208 +2%
SFM
115
Signet Financial Management
New Jersey
$838K -$21.5K -324 -2%
BFA
116
Bragg Financial Advisors
North Carolina
$810K +$21.3K +321 +3%
TNB
117
TCF National Bank
South Dakota
$769K +$196K +2,959 +34%
GC
118
Gilbert & Cook
Iowa
$758K -$49.5K -746 -6%
MIAN
119
Mariner Independent Advisor Network
Kansas
$741K +$10.2K +154 +1%
GG
120
GenWealth Group
New Jersey
$714K +$36K +543 +5%
FHC
121
First Heartland Consultants
Missouri
$696K +$1.86K +28 +0.3%
FHA
122
Flagship Harbor Advisors
Massachusetts
$688K +$65K +980 +10%
WP
123
WealthShield Partners
North Carolina
$668K – – –
PA
124
Pinnacle Associates
New York
$655K +$207K +3,125 +46%
MMA
125
Miracle Mile Advisors
California
$639K +$643K +9,701 New
3 4
5
6 7

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.