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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
TF
376
Trek Financial
Arizona
$328K +$328K +5,327 New
PA
377
Pinnacle Associates
New York
$321K -$73.9K -1,200 -19%
PWMAG
378
Pinnacle Wealth Management Advisory Group
New Jersey
$321K -$73.9K -1,200 -19%
Fisher Asset Management
379
Fisher Asset Management
Washington
$313K +$313K +5,087 New
MAM
380
Marotta Asset Management
Virginia
$310K -$72.5K -1,177 -19%
CGFA
381
Colton Groome Financial Advisors
North Carolina
$309K -$6.53K -106 -2%
FIM
382
Freedom Investment Management
Connecticut
$309K +$309K +5,024 New
RVPG
383
Relative Value Partners Group
$305K -$15.3M -247,902 -98%
CWC
384
Carolinas Wealth Consulting
North Carolina
$302K -$433K -7,029 -59%
Bank Julius Baer & Co
385
Bank Julius Baer & Co
Switzerland
$302K -$1.35K -22 -0.4%
SEM
386
Suncoast Equity Management
Florida
$301K
CIC
387
Chilton Investment Company
Connecticut
$300K
AIP
388
Ameritas Investment Partners
Nebraska
$299K
TFS
389
TrustCore Financial Services
Tennessee
$298K -$862 -14 -0.3%
BRWM
390
B. Riley Wealth Management
Tennessee
$297K -$14.6M -236,923 -98%
EH
391
Equitable Holdings
New York
$297K
SIS
392
SVB Investment Services
Utah
$296K
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$291K
CS
394
Cannell & Spears
New York
$286K -$241K -3,916 -46%
TNA
395
True North Advisors
Texas
$283K -$477K -7,744 Closed
GC
396
Guggenheim Capital
Illinois
$282K -$402K -6,524 -59%
CG
397
Colony Group
Massachusetts
$282K +$47K +763 +20%
VWA
398
VERITY Wealth Advisors
United States
$279K +$246 +4 +0.1%
LAS
399
Lloyd Advisory Services
Georgia
$279K +$105K +1,705 +60%
BCA
400
Bay Colony Advisors
Massachusetts
$278K -$119K -1,928 -30%

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.