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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
HPC
126
HM Payson & Co
Maine
$1.81M – – –
BSA
127
Bull Street Advisors
Georgia
$1.81M +$462K +6,607 +34%
GC
128
Gilbert & Cook
Iowa
$1.75M -$239K -3,419 -12%
Deutsche Bank
129
Deutsche Bank
Germany
$1.68M -$4.79M -68,476 -74%
FT
130
Fiduciary Trust
Massachusetts
$1.65M +$515K +7,362 +45%
SB
131
Sunflower Bank
Texas
$1.63M – – –
BSB
132
Bangor Savings Bank
Maine
$1.62M -$95.5K -1,366 -6%
EPM
133
Elm Partners Management
Pennsylvania
$1.53M – – –
Janus Henderson Group
134
Janus Henderson Group
United Kingdom
$1.52M +$1.53M +21,919 New
AAP
135
Arax Advisory Partners
Colorado
$1.51M +$341K +4,873 +29%
NL
136
NWAM LLC
Washington
$1.43M -$40.7K -582 -3%
SFA
137
Source Financial Advisors
New York
$1.43M +$1.44M +20,566 New
WCA
138
Westover Capital Advisors
Delaware
$1.35M +$781K +11,170 +135%
TSS
139
Two Sigma Securities
New York
$1.35M +$496K +7,086 +57%
GM
140
GeoWealth Management
Illinois
$1.3M -$312K -4,457 -19%
AWA
141
Arete Wealth Advisors
Illinois
$1.25M +$34.1K +488 +3%
NWM
142
Northwest Wealth Management
Iowa
$1.19M +$72.7K +1,039 +6%
VFA
143
Values First Advisors
Tennessee
$1.19M +$123K +1,761 +11%
FA
144
FC Advisory
Pennsylvania
$1.17M +$5.88K +84 +0.5%
NFG
145
Next Financial Group
Texas
$1.12M +$275K +3,934 +32%
CAM
146
Cresset Asset Management
Illinois
$1.12M +$3.01K +43 +0.3%
CP
147
Camelot Portfolios
Ohio
$1.05M -$21.8K -312 -2%
TCB
148
Texas Capital Bancshares
Texas
$1.05M +$1.82K +26 +0.2%
SL
149
SWMG LLC
Texas
$1M +$1.01M +14,503 New
SGCA
150
Steel Grove Capital Advisors
Tennessee
$994K +$1M +14,315 New
4 5
6
7 8

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.