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Vanguard Short-Term Treasury ETF

359 hedge funds and large institutions have $3.83B invested in Vanguard Short-Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 112 increasing their positions, 104 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 27

117% more funds holding in top 10

Funds holding in top 10: 2452 (+28)

28% more capital invested

Capital invested by funds: $2.98B → $3.83B (+$847M)

24% more funds holding

Funds holding: 289359 (+70)

3.71% more ownership

Funds ownership: 48.69%52.41% (+3.7%)

8% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 104

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.66M

Holders
359
Holders Change
+70
Holders Change %
+24.22%
% of All Funds
7.91%
Holding in Top 10
52
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+116.67%
% of All Funds
1.15%
New
102
Increased
112
Reduced
104
Closed
27
Calls
Puts
$4.66M
Net Calls
-$4.66M
Net Calls Change
-$4.66M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
226
Total Clarity Wealth Management
Illinois
$539K +$80.6K +1,313 +18%
CGFA
227
Colton Groome Financial Advisors
North Carolina
$521K -$32.8K -535 -6%
FCCM
228
First City Capital Management
Georgia
$521K +$513K +8,354 New
LP
229
LGL Partners
Pennsylvania
$514K -$4.79K -78 -0.9%
BRWA
230
B. Riley Wealth Advisors
Florida
$510K +$501K +8,167 New
BII
231
Bainco International Investors
Massachusetts
$508K +$500K +8,150 New
F
232
F3Logic
Minnesota
$506K -$54.2K -883 -10%
CAL
233
Capital Advisors Ltd
Ohio
$502K +$494K +8,053 New
LF
234
LifeSteps Financial
California
$501K +$493K +8,030 New
CWM
235
Cedar Wealth Management
California
$487K +$25.2K +411 +6%
RPG
236
Resource Planning Group
Georgia
$469K
TSW
237
Thompson Siegel & Walmsley
Virginia
$464K
EP
238
Eudaimonia Partners
Tennessee
$458K +$451K +7,346 New
MPW
239
Monterey Private Wealth
California
$456K +$1.47K +24 +0.3%
BFA
240
Bragg Financial Advisors
North Carolina
$455K -$283K -4,615 -39%
VCM
241
Versant Capital Management
Arizona
$451K -$50.5K -823 -10%
WSTAM
242
Wilbanks Smith & Thomas Asset Management
Virginia
$450K
BW
243
Bison Wealth
Georgia
$441K +$123 +2 +0%
SKK
244
Shepherd Kaplan Krochuk
Massachusetts
$441K +$434K +7,070 New
EH
245
Equitable Holdings
New York
$430K +$148K +2,408 +54%
RWML
246
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$430K +$32.5K +529 +8%
CA
247
Capital Advantage
California
$428K
PWC
248
PYA Waltman Capital
Tennessee
$427K +$420K +6,846 New
OWM
249
Orgel Wealth Management
Wisconsin
$425K +$90.9K +1,481 +28%
LB
250
Legacy Bridge
Iowa
$424K

VGSH Hedge Fund Activity: Q1 2020 in Review

359 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2020, worth a combined $3.83B — up 28% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VGSH positions and 27 closed out — a net gain of 75 holders — while 112 added to existing stakes and 104 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $80.7M. The largest seller was Bank of America, cutting an estimated $220M.

  • 359 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2020, up from 289 in Q4 2019.
  • Funds reported $3.83B of Vanguard Short-Term Treasury ETF stock for Q1 2020, up 28% quarter-over-quarter.
  • 102 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2020 and 27 closed out, a net change of +75 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2020 was Cambridge Investment Research Advisors, an estimated $80.7M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2020 was Bank of America, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2020.