We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF

494 hedge funds and large institutions have $8.14B invested in Vanguard Short-Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $5.26B → $8.14B (+$2.88B)

17% more call options, than puts

Call options by funds: $976K | Put options by funds: $835K

12.73% more ownership

Funds ownership: 51.7%64.43% (+13%)

2% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 47

2% less funds holding

Funds holding: 502494 (-8)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 191

22% less funds holding in top 10

Funds holding in top 10: 5442 (-12)

Holders
494
Holders Change
-8
Holders Change %
-1.59%
% of All Funds
8.6%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.73%
New
46
Increased
171
Reduced
191
Closed
47
Calls
$976K
Puts
$835K
Net Calls
+$141K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
26
Eagle Ridge Investment Management
Connecticut
$38.9M +$726K +11,801 +2%
SWIG
27
Strategic Wealth Investment Group
Kentucky
$36M +$5.97M +97,078 +20%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$32.3M -$3.34M -54,331 -9%
TCPWM
29
Traverso Chambers Private Wealth Management
California
$31.8M +$1.8M +29,192 +6%
KWP
30
Keystone Wealth Partners
Arizona
$30.6M +$523K +8,502 +2%
CPIG
31
Chicago Partners Investment Group
Illinois
$30.2M -$126K -2,052 -0.4%
Osaic Holdings
32
Osaic Holdings
Arizona
$28.2M -$933K -15,172 -3%
Renaissance Technologies
33
Renaissance Technologies
New York
$24.3M +$8.91M +144,887 +58%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$24.2M -$1.81M -29,388 -7%
Franklin Resources
35
Franklin Resources
California
$23.2M +$80K +1,301 +0.3%
CI
36
Cordant Inc
Oregon
$22.5M +$316K +5,134 +1%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$22.5M +$444K +7,220 +2%
VFA
38
Valeo Financial Advisors
Indiana
$22.4M +$12M +194,439 +114%
AAMA
39
Advanced Asset Management Advisors
Ohio
$22.3M +$4.18K +68 +0%
Creative Planning
40
Creative Planning
Kansas
$21.6M +$5.61M +91,251 +35%
Truist Financial
41
Truist Financial
North Carolina
$20.2M +$515K +8,376 +3%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$20.1M +$20.1M +327,086 New
Nomura Asset Management
43
Nomura Asset Management
Japan
$20M -$42.4M -688,700 -68%
M&T Bank
44
M&T Bank
New York
$19.4M -$415K -6,750 -2%
WAS
45
Winch Advisory Services
Wisconsin
$19.2M +$3.1M +50,334 +19%
SWA
46
Safir Wealth Advisors
New Hampshire
$17.2M -$178K -2,900 -1%
SWM
47
Spire Wealth Management
Virginia
$17M +$690K +11,224 +4%
MML Investors Services
48
MML Investors Services
Massachusetts
$16.7M +$492K +7,998 +3%
HighTower Advisors
49
HighTower Advisors
Illinois
$16.3M +$2.58M +41,913 +19%
TM
50
Titan Managers
Arizona
$15.4M

VGSH Hedge Fund Activity: Q2 2021 in Review

494 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2021, worth a combined $8.14B — up 55% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of VGSH and 46 opened new positions — a net loss of 1 holder — while 191 trimmed existing stakes and 171 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.7B. The largest seller was Nomura Asset Management, cutting an estimated $42.4M.

  • 494 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2021, down from 502 in Q1 2021.
  • Funds reported $8.14B of Vanguard Short-Term Treasury ETF stock for Q2 2021, up 55% quarter-over-quarter.
  • 46 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2021 and 47 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $2.7B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2021 was Nomura Asset Management, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2021.