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Vanguard Short-Term Treasury ETF

247 hedge funds and large institutions have $3.29B invested in Vanguard Short-Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 16

114% more funds holding in top 10

Funds holding in top 10: 1430 (+16)

100% more capital invested

Capital invested by funds: $1.64B → $3.29B (+$1.65B)

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

37% more funds holding

Funds holding: 180247 (+67)

10.11% more ownership

Funds ownership: 51.86%61.97% (+10%)

Holders
247
Holders Change
+67
Holders Change %
+37.22%
% of All Funds
5.5%
Holding in Top 10
30
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+114.29%
% of All Funds
0.67%
New
83
Increased
77
Reduced
50
Closed
16
Calls
$41K
Puts
Net Calls
+$41K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
226
Institutional & Family Asset Management
Colorado
$22K
S
227
SignatureFD
Georgia
$22K +$21.6K +361 New
SIS
228
Sound Income Strategies
Florida
$20K +$19.9K +333 New
TCM
229
Tradewinds Capital Management
Washington
$20K +$20.3K +340 New
CIAS
230
Capital Investment Advisory Services
North Carolina
$19K +$18.6K +312 New
IA
231
IFP Advisors
Florida
$18K
PB
232
Pinnacle Bancorp
Nebraska
$16K +$16K +268 New
GI
233
Gradient Investments
Minnesota
$16K +$16.4K +274 New
MA
234
MCF Advisors
Kentucky
$15K -$6.03K -101 -29%
W
235
WealthOne
New York
$14K +$13.8K +231 New
RFC
236
Regions Financial Corp
Alabama
$11K +$11.1K +186 New
FANJ
237
Financial Architects (New Jersey)
New Jersey
$10K +$9.74K +163 New
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.61K
BlackRock
239
BlackRock
New York
$5K -$10.3K -172 -67%
WB
240
Webster Bank
Connecticut
$5K
OIA
241
Optimum Investment Advisors
Illinois
$5K +$4.48K +75 New
BRC
242
Bell Rock Capital
Delaware
$3K -$1.43K -24 -29%
APC
243
Aspire Private Capital
North Carolina
$3K +$3.35K +56 New
LWA
244
Lenox Wealth Advisors
New York
$1K -$2.09K -35 -73%
LC
245
Lindbrook Capital
California
$1K +$1.79K +30 New
NA
246
NewEdge Advisors
Louisiana
$756 +$751K +12,572 New
State Street
247
State Street
Massachusetts
-$215M -3,600,000 Closed
SHWM
248
Smith & Howard Wealth Management
Georgia
-$20.1M -336,637 Closed
RBC
249
Roble Belko & Company
Pennsylvania
-$2.7M -45,210 Closed
Citadel Advisors
250
Citadel Advisors
Florida
-$2.33M -39,078 Closed

VGSH Hedge Fund Activity: Q4 2018 in Review

247 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2018, worth a combined $3.29B — up 100% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGSH positions and 16 closed out — a net gain of 67 holders — while 77 added to existing stakes and 50 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $494M. The largest seller was State Street, exiting entirely with an estimated $215M sold.

  • 247 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2018, up from 180 in Q3 2018.
  • Funds reported $3.29B of Vanguard Short-Term Treasury ETF stock for Q4 2018, up 100% quarter-over-quarter.
  • 83 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2018 and 16 closed out, a net change of +67 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $494M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2018 was State Street, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2018.