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Vanguard Short-Term Treasury ETF

502 hedge funds and large institutions have $5.26B invested in Vanguard Short-Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $4.92B → $5.26B (+$347M)

4% more funds holding

Funds holding: 481502 (+21)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 177

0.17% more ownership

Funds ownership: 51.53%51.7% (+0.17%)

5% less funds holding in top 10

Funds holding in top 10: 5754 (-3)

61% less call options, than puts

Call options by funds: $797K | Put options by funds: $2.05M

Holders
502
Holders Change
+21
Holders Change %
+4.37%
% of All Funds
8.81%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.95%
New
73
Increased
180
Reduced
177
Closed
46
Calls
$797K
Puts
$2.05M
Net Calls
-$1.25M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Strategic Wealth Management
Washington
$1.33M
BAIA
227
Bel Air Investment Advisors
California
$1.32M +$1.32M +21,458 New
CFGS
228
Concourse Financial Group Securities
Alabama
$1.31M +$63.2K +1,026 +5%
EHC
229
Everett Harris & Co
California
$1.31M
APA
230
American Portfolios Advisors
New York
$1.31M +$1.03M +16,770 +377%
MAFM
231
Mid Atlantic Financial Management
Pennsylvania
$1.29M -$253K -4,104 -16%
JHCP
232
Jackson Hole Capital Partners
Oklahoma
$1.25M
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$1.24M -$4.74M -76,932 -79%
HFAS
234
Hummer Financial Advisory Services
Illinois
$1.23M
CPFP
235
Clear Perspectives Financial Planning
Ohio
$1.23M -$91.7K -1,490 -7%
MIAN
236
Mariner Independent Advisor Network
Kansas
$1.22M -$1.34M -21,719 -52%
VIM
237
Vista Investment Management
Pennsylvania
$1.21M +$369 +6 +0%
CWM
238
Cedar Wealth Management
California
$1.2M +$724K +11,752 +150%
SG Americas Securities
239
SG Americas Securities
New York
$1.19M +$1.19M +19,370 New
PMG
240
ProVise Management Group
Florida
$1.19M
SGI
241
Summit Global Investments
Utah
$1.16M +$1.17M +18,926 New
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$386K -6,273 -25%
GTAM
243
Global Trust Asset Management
Florida
$1.16M +$44.3K +719 +4%
CPA
244
Clear Perspective Advisors
Illinois
$1.15M +$6.34K +103 +0.6%
MA
245
MJP Associates
Connecticut
$1.15M +$143K +2,319 +14%
USGIU
246
U.S. Global Investors (USGI)
Texas
$1.13M
AIM
247
AMI Investment Management
Indiana
$1.12M +$1.12M +18,235 New
PPA
248
Parametric Portfolio Associates
Washington
$1.07M +$120K +1,950 +13%
SC
249
Savant Capital
Illinois
$1.07M +$439K +7,122 +70%
OCM
250
Orion Capital Management
California
$1.06M -$112K -1,816 -10%

VGSH Hedge Fund Activity: Q1 2021 in Review

502 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2021, worth a combined $5.26B — up 7.1% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VGSH positions and 46 closed out — a net gain of 27 holders — while 180 added to existing stakes and 177 trimmed.

The largest buyer was WIT LLC, adding an estimated $150M. The largest seller was Simplicity Solutions, cutting an estimated $40M.

  • 502 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2021, up from 481 in Q4 2020.
  • Funds reported $5.26B of Vanguard Short-Term Treasury ETF stock for Q1 2021, up 7.1% quarter-over-quarter.
  • 73 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2021 and 46 closed out, a net change of +27 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2021 was WIT LLC, an estimated $150M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2021 was Simplicity Solutions, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.