We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF

481 hedge funds and large institutions have $4.92B invested in Vanguard Short-Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 167 increasing their positions, 163 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 28

11% more funds holding

Funds holding: 432481 (+49)

6% more capital invested

Capital invested by funds: $4.65B → $4.92B (+$262M)

2.45% more ownership

Funds ownership: 49.09%51.53% (+2.4%)

2% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 163

0% more funds holding in top 10

Funds holding in top 10: 5757 (0)

85% less call options, than puts

Call options by funds: $31K | Put options by funds: $209K

Holders
481
Holders Change
+49
Holders Change %
+11.34%
% of All Funds
8.51%
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
86
Increased
167
Reduced
163
Closed
28
Calls
$31K
Puts
$209K
Net Calls
-$178K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
251
Waller Financial Planning Group
Ohio
$971K -$20.8M -336,319 -96%
PPA
252
Parametric Portfolio Associates
Washington
$956K
AIM
253
Alhambra Investment Management
Florida
$955K +$961K +15,500 New
SW
254
SteelPeak Wealth
California
$953K -$198K -3,191 -17%
PD
255
Planning Directions
Pennsylvania
$927K +$197K +3,175 +27%
GRP
256
Global Retirement Partners
California
$924K
BFPW
257
BOK Financial Private Wealth
Colorado
$900K -$32.3M -520,812 -97%
TC
258
TownSquare Capital
Utah
$883K -$7.62K -123 -0.9%
MWM
259
Modera Wealth Management
New Jersey
$865K -$278K -4,481 -24%
WA
260
WBH Advisory
Maryland
$852K -$2.67M -43,161 -76%
CCA
261
Cadent Capital Advisors
Oklahoma
$844K +$849K +13,698 New
FI
262
FormulaFolio Investments
Michigan
$773K +$778K +12,555 New
CMBA
263
C.M. Bidwell & Associates
Hawaii
$764K -$414K -6,677 -35%
Prudential Financial
264
Prudential Financial
New Jersey
$764K +$425K +6,856 +124%
TC
265
Telemus Capital
Michigan
$762K -$20.4K -329 -3%
CWC
266
Carolinas Wealth Consulting
North Carolina
$735K +$450K +7,264 +155%
DWM
267
Dakota Wealth Management
Florida
$732K
BOH
268
Bank of Hawaii
Hawaii
$726K +$7.44K +120 +1%
LWAM
269
Legacy Wealth Asset Management
Minnesota
$723K +$727K +11,731 New
SFS
270
Sowell Financial Services
Arkansas
$702K +$221K +3,564 +45%
GC
271
Guggenheim Capital
Illinois
$684K -$429K -6,928 -38%
WIC
272
Whitegate Investment Counselors
New Hampshire
$684K +$279K +4,500 +68%
MAA
273
Mraz Amerine & Associates
California
$681K -$13.4K -216 -2%
BSW
274
Buckingham Strategic Wealth
Missouri
$672K +$676K +10,914 New
BWM
275
Birchcreek Wealth Management
Ohio
$671K +$675K +10,898 New

VGSH Hedge Fund Activity: Q4 2020 in Review

481 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2020, worth a combined $4.92B — up 5.6% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VGSH positions and 28 closed out — a net gain of 58 holders — while 167 added to existing stakes and 163 trimmed.

The largest buyer was NextCapital Advisers, opening a new position worth an estimated $83.8M. The largest seller was UBS Group, cutting an estimated $217M.

  • 481 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $4.92B of Vanguard Short-Term Treasury ETF stock for Q4 2020, up 5.6% quarter-over-quarter.
  • 86 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2020 and 28 closed out, a net change of +58 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2020 was NextCapital Advisers, an estimated $83.8M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2020 was UBS Group, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2020.