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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
ACM
451
Allred Capital Management
Texas
$175K -$28.2K -458 -14%
MCC
452
Money Concepts Capital
Florida
$172K +$168K +2,734 +3,962%
TA
453
Tectonic Advisors
Texas
$161K
BCM
454
Blume Capital Management
California
$154K
PP
455
PrairieView Partners
Minnesota
$153K -$8.93K -145 -6%
QCMNJ
456
Quantum Capital Management (New Jersey)
New Jersey
$152K
BW
457
Bison Wealth
Georgia
$143K -$232K -3,775 -62%
CAAS
458
Capital Asset Advisory Services
Michigan
$134K -$16.3K -265 -11%
CHA
459
Carmichael Hill & Associates
Maryland
$118K
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$107K
AIC
461
Ameritas Investment Company
Nebraska
$95.4K +$95.4K +1,550 New
WTC
462
WhitTier Trust Company
Nevada
$92K -$61.4K -997 -40%
SBL
463
Sargent Bickham Lagudis
Colorado
$90K
TWA
464
TCI Wealth Advisors
Arizona
$90K +$90K +1,461 New
Fidelity Investments
465
Fidelity Investments
Massachusetts
$87K -$55.9K -908 -39%
WB
466
Webster Bank
Connecticut
$86K
TIM
467
Tortoise Investment Management
New York
$77K
LFG
468
Larson Financial Group
Missouri
$75K -$34.5K -561 -32%
IFAM
469
Institutional & Family Asset Management
Colorado
$69K
EW
470
Evoke Wealth
California
$65K
DWMG
471
DB Wealth Management Group
California
$61K -$194K -3,150 -76%
AWA
472
Arkadios Wealth Advisors
Georgia
$58K +$4.86K +79 +9%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$53K +$53K +860 New
PB
474
Pinnacle Bancorp
Nebraska
$50K +$35K +568 +230%
MHR
475
Matthew Hamilton Rosenberg
$47K -$15.8K -256 -25%

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.