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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
DAS
426
Dynamic Advisor Solutions
Arizona
$231K
Bank of New York Mellon
427
Bank of New York Mellon
New York
$230K -$212K -3,447 -48%
MIM
428
Montgomery Investment Management
Maryland
$228K
RIM
429
Rockbridge Investment Management
New York
$224K -$382K -6,199 -63%
B
430
Bellecapital
Switzerland
$224K -$46.6K -757 -17%
RWP
431
Ridgecrest Wealth Partners
California
$223K +$224K +3,630 New
BRWA
432
B. Riley Wealth Advisors
Florida
$222K +$221K +3,593 New
CA
433
Continuum Advisory
Idaho
$222K +$222K +3,606 New
BAAM
434
Baker Avenue Asset Management
California
$221K +$222K +3,602 New
AAS
435
Avantax Advisory Services
Texas
$220K +$219K +3,557 New
BCM
436
Beaumont Capital Management
Massachusetts
$219K -$34.1K -554 -13%
IIA
437
IPG Investment Advisors
California
$216K
CCA
438
Checchi Capital Advisers
California
$214K -$55.7K -905 -21%
CF
439
Corrigan Financial
Rhode Island
$212K +$4.13K +67 +2%
RPG
440
Resource Planning Group
Georgia
$211K -$185K -3,005 -47%
UIA
441
UBP Investment Advisors
Switzerland
$210K +$210K +3,407 New
AW
442
Avion Wealth
Texas
$207K -$19.5M -317,127 -99%
SCA
443
Spearhead Capital Advisors
Florida
$207K +$207K +3,361 New
WCM
444
Wisconsin Capital Management
Wisconsin
$206K +$206K +3,350 New
AAM
445
Advisors Asset Management
Colorado
$204K +$39.9K +648 +24%
WHG
446
Westwood Holdings Group
Texas
$203K
MA
447
Montag & Associates
Georgia
$201K
NFP
448
Narus Financial Partners
Utah
$200K +$200K +3,255 New
CWM
449
Cranbrook Wealth Management
Michigan
$200K
FFG
450
Fortem Financial Group
California
$200K +$200K +3,245 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.