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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
AW
26
Avion Wealth
Texas
$33.7M -$3.89M -62,649 -10%
BFPW
27
BOK Financial Private Wealth
Colorado
$33.2M -$22.6M -363,970 -40%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$32.7M -$9.97M -160,411 -23%
A
29
AdvicePeriod
California
$32.6M +$12.9M +206,978 +65%
Goldman Sachs
30
Goldman Sachs
New York
$30.4M +$68.9K +1,109 +0.2%
TCPWM
31
Traverso Chambers Private Wealth Management
California
$28.5M +$3.63M +58,496 +15%
6M
32
6 Meridian
Kansas
$28.4M +$1.89M +30,494 +7%
CC
33
Cypress Capital
Tennessee
$26.1M -$604K -9,721 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$24.7M -$25.5M -410,353 -51%
PWM
35
Praetorian Wealth Management
California
$24.2M +$590K +9,500 +2%
Franklin Resources
36
Franklin Resources
California
$23.6M +$3.08M +49,554 +15%
WAS
37
Winch Advisory Services
Wisconsin
$23.3M +$7.58M +121,957 +48%
GPWA
38
Great Point Wealth Advisors
Massachusetts
$23.3M
WFPG
39
Waller Financial Planning Group
Ohio
$21.9M -$1.2M -19,339 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$21.5M +$1.21M +19,420 +6%
AFA
41
Atlanta Financial Associates
Georgia
$20.2M +$1.45M +23,405 +8%
BRWM
42
B. Riley Wealth Management
Tennessee
$19.7M +$15.2M +244,081 New
CI
43
Cordant Inc
Oregon
$19.7M +$1M +16,155 +5%
Truist Financial
44
Truist Financial
North Carolina
$19.5M -$82K -1,320 -0.4%
RJA
45
Raymond James & Associates
Florida
$18.9M +$8.24M +132,665 +77%
LBD
46
Landsberg Bennett & Dubbaneh
Florida
$18.7M +$16M +256,966 +582%
FAIM
47
Financial Advocates Investment Management
Washington
$18.5M -$922K -14,842 -5%
AAMA
48
Advanced Asset Management Advisors
Ohio
$18.3M +$7.82M +125,901 +74%
MAP
49
Milestone Advisory Partners
North Carolina
$17.9M +$646K +10,390 +4%
FIA
50
Foundations Investment Advisors
Arizona
$16.9M +$16.9M +272,517 New

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.