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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
BPA
301
Beacon Pointe Advisors
California
$609K -$13.6K -221 -2%
CAN
302
Cetera Advisor Networks
California
$606K -$58.7K -954 -9%
AL
303
Aspiriant LLC
California
$605K
I2I
304
Insight 2811 Inc
Illinois
$598K
HHRDM
305
H&H Retirement Design & Management
Nevada
$597K +$597K +9,697 New
WPWM
306
Windward Private Wealth Management
Kansas
$586K
BOH
307
Bank of Hawaii
Hawaii
$581K -$144K -2,336 -20%
SAM
308
Secure Asset Management
Michigan
$570K -$82K -1,332 -13%
DC
309
Davenport & Co
Virginia
$554K +$554K +9,000 New
TSA
310
Tri-Star Advisors
Texas
$549K
TLCM
311
Twin Lakes Capital Management
California
$541K +$369 +6 +0.1%
SKK
312
Shepherd Kaplan Krochuk
Massachusetts
$536K
AIM
313
Alhambra Investment Management
Florida
$526K -$428K -6,950 -45%
PA
314
Parallel Advisors
California
$519K +$150K +2,435 +41%
JCM
315
Jacobi Capital Management
Pennsylvania
$515K -$369 -6 -0.1%
CWAG
316
Compton Wealth Advisory Group
Virginia
$509K -$23.8K -387 -4%
RJT
317
Raymond James Trust
Florida
$505K +$37.9K +615 +8%
FHC
318
First Horizon Corporation
Tennessee
$501K -$727K -11,811 -59%
WG
319
Welch Group
Alabama
$501K +$369 +6 +0.1%
LF
320
LifeSteps Financial
California
$494K
SFA
321
Sequoia Financial Advisors
Ohio
$493K -$50.8K -825 -9%
VCM
322
Versant Capital Management
Arizona
$493K +$25K +406 +5%
WCMN
323
Westchester Capital Management (Nebraska)
Nebraska
$488K
Cerity Partners
324
Cerity Partners
New York
$488K +$125K +2,034 +34%
NG
325
NWK Group
California
$485K +$127K +2,063 +35%

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.