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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
Creative Planning
51
Creative Planning
Kansas
$16M +$2.61M +42,396 +19%
RCS
52
Retirement Capital Strategies
California
$15.9M +$13.3M +216,160 +513%
TM
53
Titan Managers
Arizona
$15.4M +$15.5M +251,108 New
Renaissance Technologies
54
Renaissance Technologies
New York
$15.4M -$4.41M -71,700 -22%
OHIS
55
Oak Harvest Investment Services
Texas
$14.1M -$386K -6,267 -3%
CCT
56
Country Club Trust
Missouri
$14M +$315K +5,119 +2%
HighTower Advisors
57
HighTower Advisors
Illinois
$13.8M +$13.8M +223,744 New
JCM
58
Jacobsen Capital Management
Utah
$13.5M +$1.56M +25,333 +13%
SWM
59
Sanctuary Wealth Management
Idaho
$13.1M +$13.1M +212,657 New
HL
60
HeadInvest LLC
Maine
$13M -$2.86M -46,386 -18%
ST
61
Smithfield Trust
Pennsylvania
$12.9M +$1.31M +21,275 +11%
WAOI
62
Wealth Advisors of Iowa
Iowa
$12.8M -$16.6M -270,337 -57%
EPA
63
Element Pointe Advisors
Florida
$12.8M +$816K +13,257 +7%
PCIG
64
Partners Capital Investment Group
Massachusetts
$12.4M +$8.77M +142,414 +239%
LFS
65
Lutz Financial Services
Nebraska
$12.3M +$2.48M +40,353 +25%
CAG
66
Compass Advisory Group
New York
$11.9M +$1.05M +17,028 +10%
HKAM
67
Horizon Kinetics Asset Management
New York
$11.8M -$685K -11,127 -5%
RJA
68
Raymond James & Associates
Florida
$11.7M -$1.82M -29,496 -13%
HB
69
Homrich & Berg
Georgia
$11.5M
AMM
70
American Money Management
California
$11.3M +$797K +12,950 +8%
PFA
71
Pure Financial Advisors
California
$11M +$4.27M +69,377 +64%
JIP
72
JBJ Investment Partners
South Carolina
$10.9M -$1.07M -17,429 -9%
HW
73
Hancock Whitney
Mississippi
$10.7M -$37.1M -601,994 -78%
MKA
74
M. Kulyk & Associates
Georgia
$10.7M +$10.3M +166,869 +2,592%
AF
75
Advisornet Financial
Minnesota
$10.6M -$516K -8,379 -5%

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.