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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
State Street
1
State Street
Massachusetts
$472M – – –
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$258M +$2.28M +32,581 +0.9%
CIA
3
Choate Investment Advisors
Massachusetts
$246M -$6.45M -92,263 -3%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$198M +$2.95M +42,241 +1%
Bank of America
5
Bank of America
North Carolina
$192M +$52.3M +747,109 +37%
Mitsubishi UFJ Asset Management
6
Mitsubishi UFJ Asset Management
Japan
$171M +$39.7M +567,500 +30%
Ameriprise
7
Ameriprise
Minnesota
$142M -$23.3M -332,876 -14%
BSW
8
Buckingham Strategic Wealth
Missouri
$135M +$109M +1,563,897 +406%
Wells Fargo
9
Wells Fargo
California
$121M -$3.52M -50,284 -3%
UBS Group
10
UBS Group
Switzerland
$104M -$326M -4,667,954 -76%
MIS
11
Morningstar Investment Services
Illinois
$101M +$6.1M +87,293 +6%
Morgan Stanley
12
Morgan Stanley
New York
$99M +$3.47M +49,666 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$83.1M +$2.64M +37,747 +3%
VA
14
Valmark Advisers
Ohio
$75.4M +$4.56M +65,166 +6%
UCFA
15
United Capital Financial Advisors
Texas
$55.2M -$1.81M -25,891 -3%
AI
16
Atria Investments
North Carolina
$54.5M -$7.17M -102,584 -12%
AWM
17
AE Wealth Management
Kansas
$53.6M +$9.13M +130,506 +20%
SS
18
Simplicity Solutions
Minnesota
$51.3M +$7.65M +109,345 +17%
SF
19
Synovus Financial
Georgia
$49.2M +$1.04M +14,927 +2%
HW
20
Hancock Whitney
Mississippi
$47.5M -$2.57M -36,695 -5%
LPL Financial
21
LPL Financial
California
$47.3M -$10.9M -155,738 -19%
FMT
22
First Mercantile Trust
Tennessee
$43.5M +$43.8M +626,790 New
RIG
23
RiverFront Investment Group
Virginia
$42.7M -$73M -1,043,928 -63%
OWM
24
OneAscent Wealth Management
Alabama
$41.1M +$41.4M +592,168 New
Creative Planning
25
Creative Planning
Kansas
$36.9M +$34M +486,264 +1,082%
1
2 3 4 5

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.