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Vanguard Short-Term Treasury ETF

247 hedge funds and large institutions have $3.29B invested in Vanguard Short-Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 16

114% more funds holding in top 10

Funds holding in top 10: 1430 (+16)

100% more capital invested

Capital invested by funds: $1.64B → $3.29B (+$1.65B)

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

37% more funds holding

Funds holding: 180247 (+67)

10.11% more ownership

Funds ownership: 51.86%61.97% (+10%)

Holders
247
Holders Change
+67
Holders Change %
+37.22%
% of All Funds
5.5%
Holding in Top 10
30
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+114.29%
% of All Funds
0.67%
New
83
Increased
77
Reduced
50
Closed
16
Calls
$41K
Puts
Net Calls
+$41K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
NEGWA
51
New England Guild Wealth Advisors
Connecticut
$4.42M +$4.4M +73,575 New
ONB
52
Old National Bancorp
Indiana
$4.26M +$1.29M +21,545 +44%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$4.02M +$3.48M +58,224 +671%
CPA
54
Clear Perspective Advisors
Illinois
$3.96M +$686K +11,490 +21%
ECM
55
Evergreen Capital Management
Washington
$3.92M -$484K -8,100 -11%
VCM
56
Virtue Capital Management
Tennessee
$3.79M +$3.52M +58,901 +1,419%
EWM
57
Elmwood Wealth Management
California
$3.69M +$3.67M +61,440 New
Franklin Resources
58
Franklin Resources
California
$3.65M -$456K -7,640 -11%
SA
59
Sunesis Advisors
Kansas
$3.64M
CA
60
Continuum Advisory
Idaho
$3.59M +$3.57M +59,743 New
DIM
61
Delta Investment Management
California
$3.47M +$3.45M +57,753 New
AssetMark Inc
62
AssetMark Inc
California
$3.46M +$998K +16,697 +41%
UA
63
Unison Advisors
District of Columbia
$3.4M -$74K -1,238 -2%
APA
64
American Portfolios Advisors
New York
$3.28M +$2.84M +47,464 +671%
EWMCB
65
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.19M +$3.17M +53,079 New
FAAS
66
First Allied Advisory Services
California
$3.11M +$2.54M +42,506 +454%
TC
67
TownSquare Capital
Utah
$3.06M +$3.05M +50,981 New
ST
68
Smithfield Trust
Pennsylvania
$3M +$1.59M +26,677 +115%
CCT
69
Country Club Trust
Missouri
$2.89M +$2.87M +48,109 New
RWA
70
Redhawk Wealth Advisors
Minnesota
$2.88M +$2.86M +47,928 New
PWP
71
Principle Wealth Partners
Connecticut
$2.88M +$2.86M +47,849 New
MML Investors Services
72
MML Investors Services
Massachusetts
$2.75M +$186K +3,109 +7%
CA
73
Cetera Advisors
Colorado
$2.72M +$2.23M +37,300 +465%
RCA
74
Rowland Carmichael Advisors
Arizona
$2.62M +$2.61M +43,619 New
MA
75
Marshfield Associates
District of Columbia
$2.6M

VGSH Hedge Fund Activity: Q4 2018 in Review

247 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2018, worth a combined $3.29B — up 100% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGSH positions and 16 closed out — a net gain of 67 holders — while 77 added to existing stakes and 50 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $494M. The largest seller was State Street, exiting entirely with an estimated $215M sold.

  • 247 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2018, up from 180 in Q3 2018.
  • Funds reported $3.29B of Vanguard Short-Term Treasury ETF stock for Q4 2018, up 100% quarter-over-quarter.
  • 83 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2018 and 16 closed out, a net change of +67 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $494M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2018 was State Street, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2018.