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Vanguard Short-Term Treasury ETF

93 hedge funds and large institutions have $348M invested in Vanguard Short-Term Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

35.49% more ownership

Funds ownership: 0%35.49% (+35%)

16% more funds holding

Funds holding: 8093 (+13)

12% more capital invested

Capital invested by funds: $312M → $348M (+$36M)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
2.33%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
27
Increased
27
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IH
51
IFC Holdings
Florida
$353K -$308K -5,056 -46%
WCM
52
Windsor Capital Management
Arizona
$351K -$23.8K -391 -6%
DS
53
DRW Securities
Illinois
$333K
PFS
54
Prospera Financial Services
Texas
$329K -$405K -6,650 -55%
Chevy Chase Trust
55
Chevy Chase Trust
Maryland
$315K +$974 +16 +0.3%
FWM
56
FFT Wealth Management
Pennsylvania
$305K -$254K -4,166 -45%
M&T Bank
57
M&T Bank
New York
$301K +$59.8K +982 +25%
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$298K +$113K +1,862 +61%
PAG
59
Private Advisor Group
New Jersey
$290K +$291K +4,774 New
MWM
60
Meridian Wealth Management
Kentucky
$281K +$281K +4,618 New
I
61
IberiaBank
Louisiana
$277K +$277K +4,547 New
SPC
62
Sigma Planning Corp
Michigan
$275K +$71.4K +1,173 +35%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259K
MC
64
Miles Capital
Iowa
$249K +$249K +4,091 New
US Bancorp
65
US Bancorp
Minnesota
$234K +$4.93K +81 +2%
NSCM
66
New South Capital Management
Tennessee
$231K
AIP
67
Ameritas Investment Partners
Nebraska
$223K +$224K +3,675 New
GC
68
Garde Capital
Washington
$219K +$219K +3,599 New
IWMPD
69
Integrated Wealth Management (Palm Desert)
California
$219K +$219K +3,600 New
WP
70
WealthSource Partners
California
$214K +$214K +3,507 New
HPWM
71
Highland Private Wealth Management
Washington
$212K -$13.4K -220 -6%
AWM
72
Altavista Wealth Management
North Carolina
$201K -$12.2K -200 -6%
CPA
73
Clear Perspective Advisors
Illinois
$192K +$192K +3,150 New
JWA
74
JFS Wealth Advisors
Pennsylvania
$153K +$153K +2,504 New
NFG
75
Next Financial Group
Texas
$149K

VGSH Hedge Fund Activity: Q4 2016 in Review

93 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2016, worth a combined $348M — up 12% from $312M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VGSH positions and 13 closed out — a net gain of 14 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Alta Advisers, opening a new position worth an estimated $18.9M. The largest seller was Capital One National Association, cutting an estimated $7.03M.

  • 93 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2016, up from 80 in Q3 2016.
  • Funds reported $348M of Vanguard Short-Term Treasury ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 27 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2016 and 13 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2016 was Alta Advisers, an estimated $18.9M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2016 was Capital One National Association, an estimated $7.03M sold.

Based on aggregated 13F filings for Q4 2016.