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Vanguard Short-Term Treasury ETF

481 hedge funds and large institutions have $4.92B invested in Vanguard Short-Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 167 increasing their positions, 163 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 28

11% more funds holding

Funds holding: 432481 (+49)

6% more capital invested

Capital invested by funds: $4.65B → $4.92B (+$262M)

2.45% more ownership

Funds ownership: 49.09%51.53% (+2.4%)

2% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 163

0% more funds holding in top 10

Funds holding in top 10: 5757 (0)

85% less call options, than puts

Call options by funds: $31K | Put options by funds: $209K

Holders
481
Holders Change
+49
Holders Change %
+11.34%
% of All Funds
8.51%
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
86
Increased
167
Reduced
163
Closed
28
Calls
$31K
Puts
$209K
Net Calls
-$178K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
51
Relative Value Partners Group
$15.6M +$15.7M +252,858 New
MML Investors Services
52
MML Investors Services
Massachusetts
$15.1M -$436K -7,032 -3%
OHIS
53
Oak Harvest Investment Services
Texas
$14.5M +$14.6M +236,120 New
Nomura Asset Management
54
Nomura Asset Management
Japan
$14.2M +$979K +15,800 +7%
ASN
55
Advisory Services Network
Georgia
$14M +$459K +7,402 +3%
WAS
56
Winch Advisory Services
Wisconsin
$14M -$9.21M -148,597 -40%
CCT
57
Country Club Trust
Missouri
$13.7M -$171K -2,766 -1%
RJA
58
Raymond James & Associates
Florida
$13.6M -$5.21M -84,119 -28%
Creative Planning
59
Creative Planning
Kansas
$13.4M +$7.68M +123,982 +132%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$13.1M -$11.4M -184,189 -46%
FWM
61
Foresight Wealth Management
Utah
$12.9M +$246K +3,964 +2%
SFMG
62
Sage Financial Management Group
Virginia
$12.6M +$12.6M +204,110 New
HKAM
63
Horizon Kinetics Asset Management
New York
$12.5M -$800K -12,903 -6%
EPA
64
Element Pointe Advisors
Florida
$12M -$102K -1,645 -0.8%
JIP
65
JBJ Investment Partners
South Carolina
$11.9M -$1.11M -17,881 -8%
JCM
66
Jacobsen Capital Management
Utah
$11.9M +$150K +2,418 +1%
ST
67
Smithfield Trust
Pennsylvania
$11.6M +$5.01M +80,839 +75%
HB
68
Homrich & Berg
Georgia
$11.5M
AF
69
Advisornet Financial
Minnesota
$11.2M -$474K -7,651 -4%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$11.1M -$2.23M -36,018 -17%
PFA
71
Paradigm Financial Advisors
Missouri
$11M -$4.83M -77,893 -30%
QFA
72
Quattro Financial Advisors
Texas
$11M -$13.1K -211 -0.1%
CAG
73
Compass Advisory Group
New York
$10.9M +$11M +176,899 New
EC
74
Estate Counselors
Wisconsin
$10.7M -$405K -6,540 -4%
AMM
75
American Money Management
California
$10.6M +$571K +9,208 +6%

VGSH Hedge Fund Activity: Q4 2020 in Review

481 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2020, worth a combined $4.92B — up 5.6% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VGSH positions and 28 closed out — a net gain of 58 holders — while 167 added to existing stakes and 163 trimmed.

The largest buyer was NextCapital Advisers, opening a new position worth an estimated $83.8M. The largest seller was UBS Group, cutting an estimated $217M.

  • 481 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $4.92B of Vanguard Short-Term Treasury ETF stock for Q4 2020, up 5.6% quarter-over-quarter.
  • 86 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2020 and 28 closed out, a net change of +58 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2020 was NextCapital Advisers, an estimated $83.8M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2020 was UBS Group, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2020.