We are live on ! Find out more
VGIT icon

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
Fidelity Investments
151
Fidelity Investments
Massachusetts
$331K -$142K -2,139 -30%
CWS
152
Cypress Wealth Services
California
$327K +$531 +8 +0.2%
VFA
153
Voya Financial Advisors
Connecticut
$324K -$12K -181 -4%
GFPC
154
Global Financial Private Capital
Florida
$318K -$117K -1,768 -27%
BHTS
155
Bar Harbor Trust Services
Maine
$317K +$319K +4,810 New
PCIG
156
Partners Capital Investment Group
Massachusetts
$310K – – –
CGFA
157
Colton Groome Financial Advisors
North Carolina
$305K -$18.8K -283 -6%
CAMG
158
CWA Asset Management Group
Florida
$288K +$290K +4,375 New
LAS
159
Lloyd Advisory Services
Georgia
$284K +$286K +4,310 New
US Bancorp
160
US Bancorp
Minnesota
$279K -$2.12K -32 -0.7%
AIS
161
American Investment Services
Massachusetts
$263K +$1.92K +29 +0.7%
WS
162
Wedbush Securities
California
$262K +$8.16K +123 +3%
AWM
163
Aries Wealth Management
Maine
$260K +$260K +3,928 New
VCP
164
Vista Capital Partners
Oregon
$256K +$6.83K +103 +3%
GP
165
Greenline Partners
New York
$255K +$257K +3,872 New
F
166
F3Logic
Minnesota
$234K +$237K +3,578 New
CA
167
Calton & Associates
Florida
$229K +$24.9K +376 +12%
RJT
168
Raymond James Trust
Florida
$219K -$6.83K -103 -3%
NFG
169
Next Financial Group
Texas
$216K +$5.11K +77 +2%
GP
170
Girard Partners
Pennsylvania
$208K +$210K +3,161 New
IAM
171
Integre Asset Management
New York
$205K +$1.13K +17 +0.5%
Deutsche Bank
172
Deutsche Bank
Germany
$203K +$48.9K +738 +31%
AIC
173
Archer Investment Corporation
Indiana
$155K +$156K +2,356 New
TF
174
TimeScale Financial
Massachusetts
$154K – – –
Citigroup
175
Citigroup
New York
$152K – – –
5 6
7
8 9

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.