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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
SW
176
SkyOak Wealth
Michigan
$669K +$3.71K +53 +0.6%
RIG
177
Ramiah Investment Group
Wisconsin
$661K +$27.4K +392 +4%
FI
178
FormulaFolio Investments
Michigan
$656K -$60.9M -870,838 -99%
SFM
179
Signet Financial Management
New Jersey
$650K -$407K -5,822 -38%
GIA
180
Gladstone Institutional Advisory
Florida
$629K -$100K -1,431 -14%
PIP
181
Peachtree Investment Partners
Florida
$626K -$1.05M -15,000 -62%
VAS
182
Vestmark Advisory Solutions
Massachusetts
$626K -$238K -3,397 -27%
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$596K +$218K +3,123 +57%
IA
184
IFG Advisory
Georgia
$579K +$258K +3,684 +79%
CB
185
Community Bank
New York
$577K -$277K -3,965 -32%
William Blair & Company
186
William Blair & Company
Illinois
$576K -$26.4K -378 -4%
Citigroup
187
Citigroup
New York
$572K -$663K -9,486 -54%
SWP
188
Stratos Wealth Partners
Ohio
$571K +$314K +4,491 +120%
FFG
189
Fullen Financial Group
Ohio
$562K +$160K +2,283 +39%
PWM
190
Palumbo Wealth Management
New York
$562K +$566K +8,096 New
GG
191
GenWealth Group
New Jersey
$559K – – –
I2I
192
Insight 2811 Inc
Illinois
$557K +$561K +8,017 New
HL
193
HeadInvest LLC
Maine
$557K +$562K +8,030 New
IWC
194
Integrated Wealth Concepts
Massachusetts
$554K +$115K +1,648 +26%
VWA
195
VERITY Wealth Advisors
United States
$548K – – –
TSA
196
Tri-Star Advisors
Texas
$547K +$137K +1,965 +33%
CS
197
Comerica Securities
Michigan
$521K – – –
JP Morgan Chase
198
JP Morgan Chase
New York
$520K +$63K +901 +14%
MSFS
199
Main Street Financial Solutions
Pennsylvania
$518K +$522K +7,461 New
NA
200
NewEdge Advisors
Louisiana
$504K -$410K -5,865 -45%
6 7
8
9 10

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.