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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
WB
326
Webster Bank
Connecticut
$93K
MWM
327
MBE Wealth Management
Wisconsin
$81K +$80.7K +1,315 New
LFG
328
LifePlan Financial Group
Ohio
$65K
MHR
329
Matthew Hamilton Rosenberg
$64K +$62.2K +1,014 New
LFG
330
Larson Financial Group
Missouri
$62K -$16.8K -273 -22%
EW
331
Evoke Wealth
California
$57K -$159K -2,595 -74%
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$55K +$1.9K +31 +4%
NSCM
333
New South Capital Management
Tennessee
$54K -$15.3K -250 -22%
First Manhattan
334
First Manhattan
New York
$43K
SBL
335
Sargent Bickham Lagudis
Colorado
$41K
RFM
336
Royal Fund Management
Florida
$39K +$38.6K +629 New
SAM
337
S.A. Mason
Michigan
$37K
BMM
338
Berkshire Money Management
Massachusetts
$33K +$32.9K +536 New
AF
339
Allworth Financial
California
$31K +$27.7K +452 +1,413%
BlackRock
340
BlackRock
New York
$29K -$11.4K -186 -29%
IFAM
341
Institutional & Family Asset Management
Colorado
$25K
PA
342
Parallel Advisors
California
$24K
PFBT
343
Parkside Financial Bank & Trust
Missouri
$24K
SIS
344
Sound Income Strategies
Florida
$21K
NG
345
NWK Group
California
$19K +$18.4K +300 New
GSWM
346
Golden State Wealth Management
California
$16K +$15.3K +250 New
PB
347
Pinnacle Bancorp
Nebraska
$15K -$16.4K -268 -52%
CIAS
348
Capital Investment Advisory Services
North Carolina
$13K
GI
349
Gradient Investments
Minnesota
$13K +$1.1K +18 +9%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K

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.