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Vanguard Short-Term Treasury ETF

432 hedge funds and large institutions have $4.65B invested in Vanguard Short-Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

44% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 126

16% more funds holding in top 10

Funds holding in top 10: 4957 (+8)

7% more capital invested

Capital invested by funds: $4.36B → $4.65B (+$294M)

6% more funds holding

Funds holding: 407432 (+25)

0.75% less ownership

Funds ownership: 49.84%49.09% (-0.75%)

Holders
432
Holders Change
+25
Holders Change %
+6.14%
% of All Funds
8.72%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
1.15%
New
67
Increased
181
Reduced
126
Closed
39
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
351
Bluestem Financial Advisors
Illinois
$280K -$18.3K -294 -6%
VWA
352
VERITY Wealth Advisors
United States
$279K +$279K +4,498 New
ZF
353
Zhang Financial
Michigan
$274K +$274K +4,416 New
B
354
Bellecapital
Switzerland
$273K
AIP
355
Ameritas Investment Partners
Nebraska
$271K +$9.32K +150 +4%
CST
356
Charles Schwab Trust
Nevada
$267K +$1.43K +23 +0.5%
BFA
357
Bragg Financial Advisors
North Carolina
$262K +$18.9K +305 +8%
AWM
358
AllSquare Wealth Management
New York
$258K
KeyBank National Association
359
KeyBank National Association
Ohio
$255K -$39.1K -630 -13%
SPIA
360
Steward Partners Investment Advisory
New York
$254K -$80.4K -1,294 -24%
OIA
361
Optimum Investment Advisors
Illinois
$253K +$31.4K +506 +14%
BEAM
362
Baker Ellis Asset Management
Washington
$248K
LS
363
Leelyn Smith
Illinois
$243K
RJT
364
Raymond James Trust
Florida
$236K +$236K +3,796 New
RCM
365
RNC Capital Management
California
$235K +$236K +3,792 New
DAS
366
Dynamic Advisor Solutions
Arizona
$234K +$234K +3,763 New
CIC
367
Carnegie Investment Counsel
Ohio
$232K +$232K +3,739 New
TLP
368
Trinity Legacy Partners
Texas
$229K -$53.6K -863 -19%
DWT
369
Dorsey & Whitney Trust
South Dakota
$222K -$2.48K -40 -1%
PCA
370
Personal Capital Advisors
California
$221K -$621 -10 -0.3%
IIA
371
IPG Investment Advisors
California
$218K
CF
372
Corrigan Financial
Rhode Island
$210K
US Bancorp
373
US Bancorp
Minnesota
$209K -$8.95K -144 -4%
GPA
374
Guidance Point Advisors
Massachusetts
$209K +$210K +3,376 New
FAT
375
First American Trust
California
$207K +$207K +3,329 New

VGSH Hedge Fund Activity: Q3 2020 in Review

432 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2020, worth a combined $4.65B — up 6.7% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VGSH positions and 39 closed out — a net gain of 28 holders — while 181 added to existing stakes and 126 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $103M. The largest seller was ETrade Capital Management, cutting an estimated $73.2M.

  • 432 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2020, up from 407 in Q2 2020.
  • Funds reported $4.65B of Vanguard Short-Term Treasury ETF stock for Q3 2020, up 6.7% quarter-over-quarter.
  • 67 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2020 and 39 closed out, a net change of +28 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2020 was Exchange Traded Concepts, an estimated $103M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2020 was ETrade Capital Management, an estimated $73.2M sold.

Based on aggregated 13F filings for Q3 2020.