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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
NFG
526
Nations Financial Group
Iowa
-$277K -4,502 Closed
WIA
527
World Investment Advisors
California
-$247K -4,003 Closed
BEAM
528
Baker Ellis Asset Management
Washington
-$246K -4,001 Closed
MWM
529
Merriman Wealth Management
Washington
-$247K -4,000 Closed
SPC
530
Sigma Planning Corp
Michigan
-$235K -3,817 Closed
CIC
531
Carnegie Investment Counsel
Ohio
-$230K -3,739 Closed
TLP
532
Trinity Legacy Partners
Texas
-$226K -3,662 Closed
SHA
533
Seneca House Advisors
Virginia
-$221K -3,592 Closed
MFG
534
Merit Financial Group
Georgia
-$215K -3,489 Closed
Vontobel Holding
535
Vontobel Holding
Switzerland
-$149K -2,417 Closed
BSSFA
536
Baron Silver Stevens Financial Advisors
Florida
-$119K -1,938 Closed
HWA
537
HCR Wealth Advisors
California
-$113K -1,838 Closed
FGAM
538
Financial Gravity Asset Management
Texas
-$76K -1,242 Closed
ICP
539
Interchange Capital Partners
Pennsylvania
-$42K -683 Closed
VCG
540
Vantage Consulting Group
Virginia
-$39K -644 Closed
SFPG
541
Stonebridge Financial Planning Group
Florida
-$37K -600 Closed
FPCG
542
Fort Pitt Capital Group
Pennsylvania
-$33K -537 Closed
CYG
543
Clean Yield Group
Vermont
-$23K -380 Closed
SIAG
544
Safeguard Investment Advisory Group
California
-$13K -226 Closed
PWPS
545
Pinnacle Wealth Planning Services
Ohio
-$11K -186 Closed
DCM
546
Disciplina Capital Management
Tennessee
-$9.77K -159 Closed
Bessemer Group
547
Bessemer Group
New Jersey
-$9K -145 Closed
LC
548
Lindbrook Capital
California
-$7K -111 Closed
TWM
549
Tradition Wealth Management
Minnesota
-$3K -49 Closed
Zurich Cantonal Bank
550
Zurich Cantonal Bank
Switzerland
+$62 +1 New

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.