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Vanguard Short-Term Treasury ETF

481 hedge funds and large institutions have $4.92B invested in Vanguard Short-Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 167 increasing their positions, 163 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 28

11% more funds holding

Funds holding: 432481 (+49)

6% more capital invested

Capital invested by funds: $4.65B → $4.92B (+$262M)

2.45% more ownership

Funds ownership: 49.09%51.53% (+2.4%)

2% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 163

0% more funds holding in top 10

Funds holding in top 10: 5757 (0)

85% less call options, than puts

Call options by funds: $31K | Put options by funds: $209K

Holders
481
Holders Change
+49
Holders Change %
+11.34%
% of All Funds
8.51%
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
86
Increased
167
Reduced
163
Closed
28
Calls
$31K
Puts
$209K
Net Calls
-$178K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$30.6M -$1.82M -29,421 -6%
WAOI
27
Wealth Advisors of Iowa
Iowa
$29.5M -$12.5M -201,673 -30%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$28.6M +$248K +3,995 +0.9%
CCP
29
Cardan Capital Partners
Colorado
$26.8M -$15M -242,672 -36%
6M
30
6 Meridian
Kansas
$26.2M -$1.96M -31,600 -7%
CC
31
Cypress Capital
Tennessee
$24.9M -$996K -16,068 -4%
PWM
32
Praetorian Wealth Management
California
$23.8M -$225K -3,629 -0.9%
Franklin Resources
33
Franklin Resources
California
$23.6M +$222K +3,580 +0.9%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$23.4M +$2.09M +33,666 +10%
CA
35
Cetera Advisors
Colorado
$23M +$6.26M +101,002 +37%
KWP
36
Keystone Wealth Partners
Arizona
$22.5M +$22.6M +365,178 New
AAMA
37
Advanced Asset Management Advisors
Ohio
$22.5M +$4.29M +69,182 +23%
LBD
38
Landsberg Bennett & Dubbaneh
Florida
$20.3M +$1.78M +28,740 +10%
CI
39
Cordant Inc
Oregon
$19.9M +$332K +5,351 +2%
Renaissance Technologies
40
Renaissance Technologies
New York
$19.9M +$4.36M +70,297 +28%
FHA
41
Flagship Harbor Advisors
Massachusetts
$19.8M +$14.8M +239,156 +289%
AW
42
Avion Wealth
Texas
$19.7M -$13.8M -222,412 -41%
BRWM
43
B. Riley Wealth Management
Tennessee
$19.6M -$145K -2,337 -1%
Truist Financial
44
Truist Financial
North Carolina
$19.5M +$213K +3,441 +1%
AFA
45
Atlanta Financial Associates
Georgia
$19.5M -$519K -8,372 -3%
BFO
46
Boston Family Office
Massachusetts
$18.1M +$18.2M +293,607 New
SWIG
47
Strategic Wealth Investment Group
Kentucky
$18M +$10M +161,513 +123%
SWA
48
Safir Wealth Advisors
New Hampshire
$16.4M +$16.5M +265,849 New
TFA
49
Teamwork Financial Advisors
Texas
$16.3M +$3.27M +52,826 +25%
HL
50
HeadInvest LLC
Maine
$15.8M +$15.9M +256,999 New

VGSH Hedge Fund Activity: Q4 2020 in Review

481 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2020, worth a combined $4.92B — up 5.6% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VGSH positions and 28 closed out — a net gain of 58 holders — while 167 added to existing stakes and 163 trimmed.

The largest buyer was NextCapital Advisers, opening a new position worth an estimated $83.8M. The largest seller was UBS Group, cutting an estimated $217M.

  • 481 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $4.92B of Vanguard Short-Term Treasury ETF stock for Q4 2020, up 5.6% quarter-over-quarter.
  • 86 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2020 and 28 closed out, a net change of +58 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2020 was NextCapital Advisers, an estimated $83.8M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2020 was UBS Group, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2020.