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Vanguard Short-Term Treasury ETF

247 hedge funds and large institutions have $3.29B invested in Vanguard Short-Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 16

114% more funds holding in top 10

Funds holding in top 10: 1430 (+16)

100% more capital invested

Capital invested by funds: $1.64B → $3.29B (+$1.65B)

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

37% more funds holding

Funds holding: 180247 (+67)

10.11% more ownership

Funds ownership: 51.86%61.97% (+10%)

Holders
247
Holders Change
+67
Holders Change %
+37.22%
% of All Funds
5.5%
Holding in Top 10
30
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+114.29%
% of All Funds
0.67%
New
83
Increased
77
Reduced
50
Closed
16
Calls
$41K
Puts
Net Calls
+$41K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$20.5M +$17.4M +291,857 +586%
AI
27
Atria Investments
North Carolina
$20.3M +$19.1M +320,388 +1,837%
RJA
28
Raymond James & Associates
Florida
$16.7M +$3.94K +66 +0%
AF
29
Advisornet Financial
Minnesota
$16.6M -$6.63M -111,026 -29%
UBS Group
30
UBS Group
Switzerland
$14.2M +$4.19M +70,209 +42%
SB
31
Suntrust Banks
Georgia
$13.2M +$3.35M +56,153 +34%
VDFA
32
Vickerman & Driscoll Financial Advisors
Washington
$11.8M +$886K +14,834 +8%
LFA
33
Landmark Financial Advisors
Kentucky
$10.2M +$132K +2,201 +1%
HighTower Advisors
34
HighTower Advisors
Illinois
$10.1M -$797K -13,332 -7%
AG
35
Advisor Group
Arizona
$8.71M +$7.65M +128,009 +755%
EPA
36
Element Pointe Advisors
Florida
$8.18M +$8.13M +136,005 New
PP
37
Prudential plc
United Kingdom
$8.1M +$8.05M +134,746 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$8.04M +$6.67M +111,666 +507%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$7.95M +$3.54M +59,219 +81%
TP
40
Truvvo Partners
New York
$7.87M
HFS
41
HL Financial Services
Kentucky
$7.74M +$2.76M +46,245 +56%
JWM
42
Jackson Wealth Management
Florida
$7.21M -$3.32M -55,600 -32%
TF
43
Trek Financial
Arizona
$6.91M +$6.87M +114,994 New
WRTC
44
Wind River Trust Company
Wyoming
$6.91M -$1.18M -19,730 -15%
QCMC
45
Quantum Capital Management (California)
California
$6.21M -$3.27M -54,806 -35%
SG Americas Securities
46
SG Americas Securities
New York
$6.2M
Deutsche Bank
47
Deutsche Bank
Germany
$5.74M +$5.71M +95,498 New
FAIM
48
Financial Advocates Investment Management
Washington
$5.67M +$1.92M +32,099 +52%
COI
49
Capital One Investing
Virginia
$5.47M +$5.43M +90,930 New
TFA
50
Transamerica Financial Advisors
Florida
$5.17M +$245K +4,105 +5%

VGSH Hedge Fund Activity: Q4 2018 in Review

247 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2018, worth a combined $3.29B — up 100% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGSH positions and 16 closed out — a net gain of 67 holders — while 77 added to existing stakes and 50 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $494M. The largest seller was State Street, exiting entirely with an estimated $215M sold.

  • 247 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2018, up from 180 in Q3 2018.
  • Funds reported $3.29B of Vanguard Short-Term Treasury ETF stock for Q4 2018, up 100% quarter-over-quarter.
  • 83 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2018 and 16 closed out, a net change of +67 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $494M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2018 was State Street, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2018.