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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
WHG
376
Westwood Holdings Group
Texas
$205K
WTC
377
WhitTier Trust Company
Nevada
$205K
BAM
378
Belpointe Asset Management
Nevada
$204K -$8.64K -139 -4%
ACM
379
Allred Capital Management
Texas
$204K
AW
380
ACG Wealth
Georgia
$203K -$6.83K -110 -3%
CFD
381
Creative Financial Designs
Indiana
$177K +$170K +2,740 +2,468%
WP
382
WealthShield Partners
North Carolina
$174K -$6.09K -98 -3%
PP
383
PrairieView Partners
Minnesota
$172K -$11.7K -189 -6%
AAM
384
Advisors Asset Management
Colorado
$170K -$3.85K -62 -2%
IA
385
IndexIQ Advisors
New York
$163K -$9.78M -157,404 -98%
LAS
386
Lloyd Advisory Services
Georgia
$155K -$2.24K -36 -1%
BCM
387
Blume Capital Management
California
$155K
CAAS
388
Capital Asset Advisory Services
Michigan
$150K +$124 +2 +0.1%
WCMN
389
Westchester Capital Management (Nebraska)
Nebraska
$142K +$143K +2,295 New
GWM
390
Geneos Wealth Management
Colorado
$117K
HWA
391
HCR Wealth Advisors
California
$114K
CHA
392
Carmichael Hill & Associates
Maryland
$111K
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$107K
TIM
394
Tortoise Investment Management
New York
$98K -$81.7K -1,315 -45%
AWM
395
Avior Wealth Management
Nebraska
$93K +$62 +1 +0.1%
SBL
396
Sargent Bickham Lagudis
Colorado
$91K
WB
397
Webster Bank
Connecticut
$90K
ME
398
McIlrath & Eck
Washington
$88K -$49.2K -792 -36%
EW
399
Evoke Wealth
California
$66K
LFG
400
LifePlan Financial Group
Ohio
$65K

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.