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Vanguard Short-Term Treasury ETF

359 hedge funds and large institutions have $3.83B invested in Vanguard Short-Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 112 increasing their positions, 104 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 27

117% more funds holding in top 10

Funds holding in top 10: 2452 (+28)

28% more capital invested

Capital invested by funds: $2.98B → $3.83B (+$847M)

24% more funds holding

Funds holding: 289359 (+70)

3.71% more ownership

Funds ownership: 48.69%52.41% (+3.7%)

8% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 104

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.66M

Holders
359
Holders Change
+70
Holders Change %
+24.22%
% of All Funds
7.91%
Holding in Top 10
52
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+116.67%
% of All Funds
1.15%
New
102
Increased
112
Reduced
104
Closed
27
Calls
Puts
$4.66M
Net Calls
-$4.66M
Net Calls Change
-$4.66M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Empirical Wealth Management
Washington
$41.9M +$10.5M +170,500 +34%
RWP
27
Reliant Wealth Planning
Kentucky
$41.2M +$40.5M +660,697 New
NQWM
28
Northwest Quadrant Wealth Management
Oregon
$34.1M -$3.28M -53,483 -9%
Osaic Holdings
29
Osaic Holdings
Arizona
$32.5M +$63.8M +1,040,231 New
WAOI
30
Wealth Advisors of Iowa
Iowa
$32.4M +$31.9M +519,458 New
6M
31
6 Meridian
Kansas
$30.9M +$4.87M +79,400 +19%
ERIM
32
Eagle Ridge Investment Management
Connecticut
$30.9M -$295K -4,801 -1%
QFA
33
Quattro Financial Advisors
Texas
$29.8M -$1.14M -18,550 -4%
AW
34
Avion Wealth
Texas
$29.1M +$28.6M +466,299 New
GAM
35
Gould Asset Management
California
$26.2M -$274K -4,465 -1%
DSN
36
D. Scott Neal
Kentucky
$25.5M +$25.1M +408,296 New
TCPWM
37
Traverso Chambers Private Wealth Management
California
$23.6M +$23.2M +378,102 New
HPC
38
HM Payson & Co
Maine
$23.2M +$4.09M +66,682 +22%
CCP
39
Cardan Capital Partners
Colorado
$22.7M +$22.3M +364,114 New
DC
40
Defender Capital
North Carolina
$22.1M +$18.7M +304,900 +622%
HKAM
41
Horizon Kinetics Asset Management
New York
$22M -$1.49M -24,340 -6%
EPM
42
Elm Partners Management
Pennsylvania
$20M +$19.7M +321,451 New
M&T Bank
43
M&T Bank
New York
$19.2M -$19.1M -310,920 -50%
SWA
44
SFMG Wealth Advisors
Texas
$18.7M +$18.4M +299,244 New
WAS
45
Winch Advisory Services
Wisconsin
$18.1M +$17.9M +291,051 New
Truist Financial
46
Truist Financial
North Carolina
$17M +$61.9K +1,009 +0.4%
CI
47
Cordant Inc
Oregon
$17M -$2.85M -46,410 -15%
CCT
48
Country Club Trust
Missouri
$16.1M +$3.13M +51,080 +25%
Franklin Resources
49
Franklin Resources
California
$16.1M +$367K +5,983 +2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$15.2M +$1.5M +24,522 +11%

VGSH Hedge Fund Activity: Q1 2020 in Review

359 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2020, worth a combined $3.83B — up 28% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VGSH positions and 27 closed out — a net gain of 75 holders — while 112 added to existing stakes and 104 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $80.7M. The largest seller was Bank of America, cutting an estimated $220M.

  • 359 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2020, up from 289 in Q4 2019.
  • Funds reported $3.83B of Vanguard Short-Term Treasury ETF stock for Q1 2020, up 28% quarter-over-quarter.
  • 102 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2020 and 27 closed out, a net change of +75 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2020 was Cambridge Investment Research Advisors, an estimated $80.7M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2020 was Bank of America, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2020.