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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
FFA
426
Founders Financial Alliance
North Carolina
$7K +$7.27K +117 New
TFS
427
TrustCore Financial Services
Tennessee
$3K -$97.9K -1,575 -97%
APC
428
Aspire Private Capital
North Carolina
$3K
AF
429
Allworth Financial
California
$2K
BHB
430
Bank Hapoalim BM
Israel
$683
CPA
431
Clear Perspective Advisors
Illinois
$554 -$1.25M -20,063 -53%
F
432
F3Logic
Minnesota
$387 +$9.13K +147 +2%
FCA
433
FinTrust Capital Advisors
South Carolina
$125 +$24.9K +401 +25%
MAM
434
Madison Asset Management
Wisconsin
-$38.6M -619,861 Closed
RWP
435
Reliant Wealth Planning
Kentucky
-$17.4M -280,266 Closed
FI
436
FormulaFolio Investments
Michigan
-$11.7M -188,565 Closed
HKIM
437
Hayek Kallen Investment Management
Alabama
-$4.7M -75,553 Closed
BSAM
438
Blue Square Asset Management
New York
-$4.34M -69,835 Closed
FF
439
Friedenthal Financial
New Jersey
-$4.05M -65,075 Closed
VC
440
Veracity Capital
Georgia
-$3.77M -60,570 Closed
NFG
441
NewFocus Financial Group
Washington
-$3.49M -56,093 Closed
AI
442
Atria Investments
North Carolina
-$3.33M -53,575 Closed
COF
443
Capital One Financial
Virginia
-$2.7M -43,344 Closed
PCS
444
Personal CFO Solutions
New Jersey
-$1.43M -22,992 Closed
MWM
445
Merriman Wealth Management
Washington
-$1.22M -19,609 Closed
PFS
446
Prospera Financial Services
Texas
-$1.14M -18,311 Closed
VFP
447
Verus Financial Partners
Virginia
-$1.09M -17,560 Closed
IIM
448
Ironwood Investment Management
Massachusetts
-$974K -15,656 Closed
GC
449
Garde Capital
Washington
-$935K -15,031 Closed
CCM
450
Condor Capital Management
New Jersey
-$747K -12,007 Closed

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.