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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
CAWM
401
Capital Advisors Wealth Management
Washington
$275K +$275K +4,467 New
SCM
402
Southport Capital Management
Tennessee
$274K -$17.3K -281 -6%
PMA
403
Prudent Man Advisors
Illinois
$273K -$301K -4,895 -52%
SRSA
404
S.R. Schill & Associates
Washington
$270K -$29.9K -486 -10%
ZF
405
Zhang Financial
Michigan
$270K
OIA
406
Optimum Investment Advisors
Illinois
$269K
SWMG
407
Strategic Wealth Management Group
Maryland
$267K
KWM
408
Kingsview Wealth Management
Oregon
$265K +$266K +4,315 New
BWFA
409
Baltimore-Washington Financial Advisors
Maryland
$262K -$377K -6,116 -59%
WI
410
Wintrust Investments
Illinois
$261K +$261K +4,245 New
KeyBank National Association
411
KeyBank National Association
Ohio
$259K -$9.97K -162 -4%
TCWM
412
Total Clarity Wealth Management
Illinois
$259K +$246 +4 +0.1%
AIP
413
Almanack Investment Partners
Pennsylvania
$255K -$1.58M -25,623 -86%
AWM
414
AllSquare Wealth Management
New York
$255K
BFA
415
Bluestem Financial Advisors
Illinois
$253K -$19.7K -320 -7%
SS
416
Simplicity Solutions
Minnesota
$252K -$40M -649,512 -99%
AT
417
Arden Trust
Delaware
$250K +$250K +4,064 New
OCG
418
Opus Capital Group
Ohio
$248K -$49.9K -811 -17%
AW
419
Alaethes Wealth
Nevada
$248K +$248K +4,035 New
AAM
420
Autus Asset Management
Arizona
$246K
LS
421
Leelyn Smith
Illinois
$241K
PA
422
PFG Advisors
Arizona
$241K +$241K +3,915 New
BWM
423
BT Wealth Management
Georgia
$239K +$239K +3,885 New
CWA
424
Clearview Wealth Advisors
Oregon
$237K -$368K -5,981 -61%
FTA
425
Financial & Tax Architects
Missouri
$234K +$234K +3,802 New

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.