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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
Millennium Management
201
Millennium Management
New York
$503K -$2.39M -34,212 -83%
AIP
202
Almanack Investment Partners
Pennsylvania
$501K +$505K +7,224 New
SAM
203
Secure Asset Management
Michigan
$497K +$19K +271 +4%
TCWA
204
Ten Capital Wealth Advisors
Washington
$491K +$495K +7,074 New
GPA
205
Guidance Point Advisors
Massachusetts
$491K +$495K +7,083 New
BCP
206
Blue Chip Partners
Michigan
$476K -$233K -3,327 -33%
VCP
207
Vista Capital Partners
Oregon
$467K +$39.1K +559 +9%
SPC
208
Sigma Planning Corp
Michigan
$447K -$274K -3,922 -38%
A
209
AdvicePeriod
California
$396K +$189K +2,702 +90%
MWM
210
Merriman Wealth Management
Washington
$385K +$387K +5,533 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$376K – – –
WSTAM
212
Wilbanks Smith & Thomas Asset Management
Virginia
$374K – – –
RC
213
RegentAtlantic Capital
New Jersey
$370K -$3.15K -45 -0.8%
RFN
214
RDA Financial Network
Iowa
$369K -$8.04K -115 -2%
PWM
215
Perigon Wealth Management
California
$367K -$299K -4,273 -45%
RJT
216
Raymond James Trust
Florida
$358K -$20.7K -296 -5%
DA
217
DCM Advisors
New York
$351K +$354K +5,056 New
OAM
218
Optimal Asset Management
California
$350K +$353K +5,050 New
WCMN
219
Westchester Capital Management (Nebraska)
Nebraska
$347K +$350K +5,000 New
EWM
220
Executive Wealth Management
Michigan
$342K -$31.5K -450 -8%
VPIM
221
Vanguard Personalized Indexing Management
California
$338K +$341K +4,875 New
JWCA
222
J.W. Cole Advisors
Florida
$332K -$476K -6,811 -59%
CHA
223
Carmichael Hill & Associates
Maryland
$330K +$36.5K +522 +12%
JCM
224
Jag Capital Management
Missouri
$328K -$3.29K -47 -1%
BHTS
225
Bar Harbor Trust Services
Maine
$327K -$6.99K -100 -2%
7 8
9
10 11

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.