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
IFAM
201
Institutional & Family Asset Management
Colorado
$16K – – –
CIAS
202
Capital Investment Advisory Services
North Carolina
$13K – – –
PB
203
Pinnacle Bancorp
Nebraska
$13K – – –
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$13K +$11.6K +175 +700%
IA
205
IFP Advisors
Florida
$12K -$49.1K -740 -80%
WCG
206
Weaver Consulting Group
California
$12K – – –
ACA
207
Aptus Capital Advisors
Alabama
$12K +$12.4K +187 New
PA
208
Parallel Advisors
California
$11K +$11.1K +167 New
GEA
209
Glen Eagle Advisors
New Jersey
$9.88K – – –
BFC
210
Bedel Financial Consulting
Indiana
$7K – – –
TFA
211
Toth Financial Advisory
Virginia
$7K – – –
SIS
212
Sound Income Strategies
Florida
$5K – – –
NR
213
Newfound Research
Massachusetts
$5K +$66 +1 +1%
RG
214
Retirement Group
California
$5K +$4.97K +75 New
LWM
215
Lenox Wealth Management
Ohio
$5K +$5.04K +76 New
AIC
216
Ameritas Investment Company
Nebraska
$4K -$11.8M -178,070 -100%
VFA
217
Valeo Financial Advisors
Indiana
$4K – – –
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
CWC
219
Carolinas Wealth Consulting
North Carolina
$4K +$4.51K +68 New
CAC
220
Certified Advisory Corp
Florida
$3K – – –
BlackRock
221
BlackRock
New York
$3K +$597 +9 +20%
CHA
222
Carmichael Hill & Associates
Maryland
$3K +$2.59K +39 New
EWM
223
EPG Wealth Management
Georgia
$3K +$2.72K +41 New
DY
224
Dowling & Yahnke
California
$3K +$2.98K +45 New
RIA
225
Realta Investment Advisors
Delaware
$2K -$66 -1 -4%
7 8
9
10 11

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.