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Vanguard Short-Term Treasury ETF

432 hedge funds and large institutions have $4.65B invested in Vanguard Short-Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

44% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 126

16% more funds holding in top 10

Funds holding in top 10: 4957 (+8)

7% more capital invested

Capital invested by funds: $4.36B → $4.65B (+$294M)

6% more funds holding

Funds holding: 407432 (+25)

0.75% less ownership

Funds ownership: 49.84%49.09% (-0.75%)

Holders
432
Holders Change
+25
Holders Change %
+6.14%
% of All Funds
8.72%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
1.15%
New
67
Increased
181
Reduced
126
Closed
39
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
251
Quaker Wealth Management
New Jersey
$789K +$789K +12,701 New
TC
252
Telemus Capital
Michigan
$787K +$94.6K +1,522 +14%
AIC
253
Ameritas Investment Company
Nebraska
$754K
DWM
254
Dakota Wealth Management
Florida
$738K -$135K -2,176 -15%
PD
255
Planning Directions
Pennsylvania
$737K +$280K +4,504 +61%
CAI
256
Capital Advisors Inc
Oklahoma
$727K -$30.3M -487,033 -98%
BOH
257
Bank of Hawaii
Hawaii
$724K
HC
258
HNP Capital
New York
$717K +$242K +3,899 +51%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$717K +$336K +5,415 +88%
EP
260
Eudaimonia Partners
Tennessee
$703K +$618K +9,950 +722%
MAA
261
Mraz Amerine & Associates
California
$699K +$471K +7,575 +205%
HHRDM
262
H&H Retirement Design & Management
Nevada
$667K -$516K -8,313 -44%
1WA
263
180 Wealth Advisors
Washington
$660K -$33.8K -544 -5%
AL
264
Aspiriant LLC
California
$659K -$87.2K -1,403 -12%
TK
265
TIAA Kaspick
Massachusetts
$643K +$643K +10,350 New
SAM
266
Secure Asset Management
Michigan
$637K -$192K -3,094 -23%
SC
267
Savant Capital
Illinois
$636K -$12.9K -208 -2%
EVM
268
Eaton Vance Management
Massachusetts
$634K +$91.9K +1,480 +17%
AAP
269
Arax Advisory Partners
Colorado
$623K +$19.1K +308 +3%
BCA
270
Biltmore Capital Advisors
New Jersey
$616K -$37.6K -605 -6%
RIM
271
Rockbridge Investment Management
New York
$610K +$249 +4 +0%
TI
272
Trexquant Investment
Connecticut
$605K -$189K -3,037 -24%
Bank of New York Mellon
273
Bank of New York Mellon
New York
$601K -$1.56M -25,104 -72%
AA
274
Alesco Advisors
New York
$596K -$217K -3,500 -27%
VRM
275
Vectors Research Management
New York
$593K +$116K +1,869 +24%

VGSH Hedge Fund Activity: Q3 2020 in Review

432 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2020, worth a combined $4.65B — up 6.7% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VGSH positions and 39 closed out — a net gain of 28 holders — while 181 added to existing stakes and 126 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $103M. The largest seller was ETrade Capital Management, cutting an estimated $73.2M.

  • 432 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2020, up from 407 in Q2 2020.
  • Funds reported $4.65B of Vanguard Short-Term Treasury ETF stock for Q3 2020, up 6.7% quarter-over-quarter.
  • 67 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2020 and 39 closed out, a net change of +28 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2020 was Exchange Traded Concepts, an estimated $103M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2020 was ETrade Capital Management, an estimated $73.2M sold.

Based on aggregated 13F filings for Q3 2020.