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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
LWAM
276
Legacy Wealth Asset Management
Minnesota
$778K +$56.4K +916 +8%
QFA
277
Quattro Financial Advisors
Texas
$776K -$10.2M -165,312 -93%
FIA
278
Foundations Investment Advisors
Arizona
$775K +$533K +8,662 +220%
CAS
279
Cascadia Advisory Services
Oregon
$773K +$774K +12,571 New
WFPG
280
Waller Financial Planning Group
Ohio
$760K -$210K -3,408 -22%
CT
281
Coastline Trust
Rhode Island
$751K +$251K +4,080 +50%
FCA
282
FinTrust Capital Advisors
South Carolina
$744K +$194K +3,144 +35%
DWM
283
Dakota Wealth Management
Florida
$731K
GM
284
GeoWealth Management
Illinois
$729K -$247K -4,004 -25%
SPIA
285
Steward Partners Investment Advisory
New York
$703K +$224K +3,635 +47%
CF
286
Centaurus Financial
California
$678K -$442K -7,180 -39%
BWM
287
Birchcreek Wealth Management
Ohio
$669K -$1.72K -28 -0.3%
BCM
288
Brookstone Capital Management
Illinois
$667K -$503K -8,172 -43%
WIC
289
Whitegate Investment Counselors
New Hampshire
$667K -$16K -260 -2%
VAM
290
Verity Asset Management
North Carolina
$665K +$443K +7,198 +200%
LB
291
Leo Brokerage
Texas
$663K -$511K -8,304 -44%
ACP
292
Aveo Capital Partners
Colorado
$662K +$662K +10,756 New
BBA
293
BLB&B Advisors
Pennsylvania
$649K +$650K +10,551 New
MAA
294
Mraz Amerine & Associates
California
$648K -$31.4K -510 -5%
MFW
295
Mosaic Family Wealth
Missouri
$642K +$127K +2,069 +25%
IAN
296
Integrated Advisors Network
Texas
$640K +$36.1K +586 +6%
OMC
297
Old Mission Capital
Illinois
$629K +$630K +10,229 New
MAM
298
McLean Asset Management
Virginia
$626K +$627K +10,181 New
AA
299
Alesco Advisors
New York
$620K +$16.6K +270 +3%
JWCA
300
J.W. Cole Advisors
Florida
$615K +$616K +9,998 New

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.