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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
CAMG
151
CWA Asset Management Group
Florida
$964K -$989K -14,139 -50%
BUB
152
BBVA USA Bancshares
Texas
$943K -$14.3K -204 -1%
IIM
153
Ironwood Investment Management
Massachusetts
$877K -$3.15K -45 -0.4%
SCA
154
Spearhead Capital Advisors
Florida
$870K +$268K +3,835 +44%
VVP
155
Venture Visionary Partners
Ohio
$867K +$874K +12,497 New
KPWS
156
Kestra Private Wealth Services
Texas
$857K -$642K -9,174 -43%
QA
157
Quantitative Advantage
Minnesota
$857K -$53.2K -761 -6%
BFA
158
Bragg Financial Advisors
North Carolina
$848K +$176K +2,512 +26%
LNC
159
Lincoln National Corp
Pennsylvania
$839K +$88.9K +1,271 +12%
DPI
160
Diversified Portfolios Inc
Michigan
$833K +$839K +12,000 New
VWA
161
Visionary Wealth Advisors
Illinois
$831K -$610K -8,729 -42%
MOS
162
MGO One Seven
Ohio
$829K -$68.8K -984 -8%
SCM
163
SCS Capital Management
Massachusetts
$811K -$6.64K -95 -0.8%
ECM
164
Evergreen Capital Management
Washington
$794K -$25.9K -370 -3%
DI
165
Disciplined Investments
Oklahoma
$793K -$50.8K -726 -6%
AFG
166
Albion Financial Group
Utah
$772K – – –
PA
167
Pinnacle Associates
New York
$759K -$34.3K -490 -4%
PWMAG
168
Pinnacle Wealth Management Advisory Group
New Jersey
$742K -$34.3K -490 -4%
LSAG
169
Lake Street Advisors Group
New Hampshire
$708K +$1.05K +15 +0.1%
WP
170
WealthShield Partners
North Carolina
$702K – – –
WWM
171
WT Wealth Management
Arizona
$702K +$81.8K +1,169 +13%
Bank of New York Mellon
172
Bank of New York Mellon
New York
$690K +$694K +9,930 New
MMA
173
Miracle Mile Advisors
California
$688K – – –
MPW
174
MA Private Wealth
California
$673K – – –
MCCP
175
Mission Creek Capital Partners
California
$671K +$64.7K +925 +11%
5 6
7
8 9

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.