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Vanguard Short-Term Treasury ETF

494 hedge funds and large institutions have $8.14B invested in Vanguard Short-Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $5.26B → $8.14B (+$2.88B)

17% more call options, than puts

Call options by funds: $976K | Put options by funds: $835K

12.73% more ownership

Funds ownership: 51.7%64.43% (+13%)

2% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 47

2% less funds holding

Funds holding: 502494 (-8)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 191

22% less funds holding in top 10

Funds holding in top 10: 5442 (-12)

Holders
494
Holders Change
-8
Holders Change %
-1.59%
% of All Funds
8.6%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.73%
New
46
Increased
171
Reduced
191
Closed
47
Calls
$976K
Puts
$835K
Net Calls
+$141K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
6M
51
6 Meridian
Kansas
$15.2M -$14.2M -230,325 -48%
OHIS
52
Oak Harvest Investment Services
Texas
$15.1M +$987K +16,043 +7%
LFS
53
Lutz Financial Services
Nebraska
$14.6M +$2.29M +37,157 +19%
MKA
54
M. Kulyk & Associates
Georgia
$14.4M +$3.73M +60,589 +35%
CCT
55
Country Club Trust
Missouri
$13.8M -$181K -2,937 -1%
PFA
56
Pure Financial Advisors
California
$13.6M +$2.68M +43,603 +24%
JCM
57
Jacobsen Capital Management
Utah
$13.6M +$143K +2,322 +1%
PCIG
58
Partners Capital Investment Group
Massachusetts
$12.6M +$181K +2,935 +1%
RJA
59
Raymond James & Associates
Florida
$12.6M +$866K +14,084 +7%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$12.5M -$17.7M -287,476 -59%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$11.9M +$2.06M +33,563 +21%
EPA
62
Element Pointe Advisors
Florida
$11.7M -$1.13M -18,329 -9%
HL
63
HeadInvest LLC
Maine
$11.6M -$1.34M -21,820 -10%
ST
64
Smithfield Trust
Pennsylvania
$10.9M -$1.99M -32,386 -15%
PAM
65
Peak Asset Management
Colorado
$10.7M +$799K +12,990 +8%
HKAM
66
Horizon Kinetics Asset Management
New York
$10.6M -$1.26M -20,473 -11%
AF
67
Advisornet Financial
Minnesota
$10.4M -$192K -3,117 -2%
BFO
68
Boston Family Office
Massachusetts
$10.3M -$6.8M -110,574 -40%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$9.9M +$6.15M +99,952 +163%
SGCA
70
Steel Grove Capital Advisors
Tennessee
$9.86M +$1.6M +26,036 +19%
CA
71
Cetera Advisors
Colorado
$9.85M -$17.9M -291,736 -65%
ACS
72
Archford Capital Strategies
Illinois
$9.8M +$2.84M +46,133 +41%
OPS
73
Orion Portfolio Solutions
Nebraska
$9.74M +$702K +11,417 +8%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$9.45M +$558K +9,071 +6%
Lido Advisors
75
Lido Advisors
California
$9.39M -$656K -10,661 -7%

VGSH Hedge Fund Activity: Q2 2021 in Review

494 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2021, worth a combined $8.14B — up 55% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of VGSH and 46 opened new positions — a net loss of 1 holder — while 191 trimmed existing stakes and 171 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.7B. The largest seller was Nomura Asset Management, cutting an estimated $42.4M.

  • 494 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2021, down from 502 in Q1 2021.
  • Funds reported $8.14B of Vanguard Short-Term Treasury ETF stock for Q2 2021, up 55% quarter-over-quarter.
  • 46 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2021 and 47 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $2.7B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2021 was Nomura Asset Management, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2021.