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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
AssetMark Inc
26
AssetMark Inc
California
$35.4M +$35.4M +574,739 New
CPIG
27
Chicago Partners Investment Group
Illinois
$30.3M -$7.06M -114,697 -19%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$30.2M +$17.1M +277,627 +130%
KWP
29
Keystone Wealth Partners
Arizona
$30.1M +$7.62M +123,783 +34%
SWIG
30
Strategic Wealth Investment Group
Kentucky
$30.1M +$12M +195,656 +67%
TCPWM
31
Traverso Chambers Private Wealth Management
California
$30M +$1.5M +24,343 +5%
6M
32
6 Meridian
Kansas
$29.4M +$3.22M +52,284 +12%
Osaic Holdings
33
Osaic Holdings
Arizona
$29.2M -$1.62M -26,321 -5%
CA
34
Cetera Advisors
Colorado
$27.8M +$4.87M +79,121 +21%
CC
35
Cypress Capital
Tennessee
$26.1M +$1.23M +19,967 +5%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$26M +$14.9M +242,766 +134%
Franklin Resources
37
Franklin Resources
California
$23.1M -$452K -7,347 -2%
PWM
38
Praetorian Wealth Management
California
$23M -$748K -12,145 -3%
AAMA
39
Advanced Asset Management Advisors
Ohio
$22.4M -$66.4K -1,079 -0.3%
CI
40
Cordant Inc
Oregon
$22.2M +$2.38M +38,573 +12%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$22.1M -$1.25M -20,246 -5%
FHA
42
Flagship Harbor Advisors
Massachusetts
$21.1M +$1.33M +21,633 +7%
M&T Bank
43
M&T Bank
New York
$19.9M -$27.9M -452,788 -58%
Truist Financial
44
Truist Financial
North Carolina
$19.7M +$181K +2,932 +0.9%
AFA
45
Atlanta Financial Associates
Georgia
$19.4M -$32.1K -521 -0.2%
SWA
46
Safir Wealth Advisors
New Hampshire
$17.4M +$1.03M +16,735 +6%
BFO
47
Boston Family Office
Massachusetts
$17M -$933K -15,148 -5%
MML Investors Services
48
MML Investors Services
Massachusetts
$16.3M +$1.14M +18,495 +8%
SWM
49
Spire Wealth Management
Virginia
$16.2M +$16.2M +263,640 New
WAS
50
Winch Advisory Services
Wisconsin
$16.1M +$2.17M +35,193 +15%

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.