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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
KeyBank National Association
301
KeyBank National Association
Ohio
$218K -$18.4K -300 -8%
PP
302
PrairieView Partners
Minnesota
$218K -$5.65K -92 -3%
WA
303
Waverly Advisors
Alabama
$216K +$212K +3,458 New
ACP
304
Aveo Capital Partners
Colorado
$213K +$210K +3,418 New
CAC
305
Certified Advisory Corp
Florida
$205K
TIM
306
Tortoise Investment Management
New York
$205K
BAM
307
Barrett Asset Management
New York
$204K
BAM
308
Belpointe Asset Management
Nevada
$203K -$552 -9 -0.3%
CFS
309
Cannon Financial Strategists
Georgia
$200K +$197K +3,211 New
RJT
310
Raymond James Trust
Florida
$200K +$197K +3,210 New
US Bancorp
311
US Bancorp
Minnesota
$196K -$22.4K -365 -10%
OIA
312
Optimum Investment Advisors
Illinois
$194K +$187K +3,044 +4,059%
AAM
313
Advisors Asset Management
Colorado
$176K +$45K +734 +35%
CWC
314
Carolinas Wealth Consulting
North Carolina
$157K +$155K +2,525 New
William Blair & Company
315
William Blair & Company
Illinois
$156K
BCM
316
Blume Capital Management
California
$155K -$153K -2,500 -50%
SCA
317
Stuart Chaussee & Associates
California
$151K +$148K +2,415 New
CAAS
318
Capital Asset Advisory Services
Michigan
$150K +$614 +10 +0.4%
SPIA
319
Steward Partners Investment Advisory
New York
$145K +$19.4K +316 +16%
ME
320
McIlrath & Eck
Washington
$138K
SFS
321
Sowell Financial Services
Arkansas
$124K +$56.2K +915 +85%
CHA
322
Carmichael Hill & Associates
Maryland
$111K +$64.3K +1,047 +142%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$107K
AWM
324
Avior Wealth Management
Nebraska
$101K -$15K -245 -13%
TFS
325
TrustCore Financial Services
Tennessee
$101K

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.