We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF

109 hedge funds and large institutions have $513M invested in Vanguard Short-Term Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

48% more capital invested

Capital invested by funds: $348M → $513M (+$165M)

17% more funds holding

Funds holding: 93109 (+16)

16.4% more ownership

Funds ownership: 35.49%51.89% (+16%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
109
Holders Change
+16
Holders Change %
+17.2%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
26
Increased
27
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$257K -$5.55M -91,388 -96%
S
77
SignatureFD
Georgia
$256K +$255K +4,204 New
MC
78
Miles Capital
Iowa
$249K
PAG
79
Private Advisor Group
New Jersey
$248K -$42.5K -700 -15%
US Bancorp
80
US Bancorp
Minnesota
$232K -$1.46K -24 -0.6%
SPC
81
Sigma Planning Corp
Michigan
$225K -$49.5K -815 -18%
AIP
82
Ameritas Investment Partners
Nebraska
$223K
IWMPD
83
Integrated Wealth Management (Palm Desert)
California
$219K
IIA
84
IPG Investment Advisors
California
$213K +$213K +3,510 New
WP
85
WealthSource Partners
California
$213K
HPWM
86
Highland Private Wealth Management
Washington
$212K
HKIM
87
Hayek Kallen Investment Management
Alabama
$210K +$210K +3,457 New
ASN
88
Advisory Services Network
Georgia
$206K +$206K +3,385 New
AWM
89
Altavista Wealth Management
North Carolina
$201K
PAS
90
Partnervest Advisory Services
California
$200K +$200K +3,294 New
JWA
91
JFS Wealth Advisors
Pennsylvania
$153K
AIM
92
Advantage Investment Management
Iowa
$119K +$119K +1,955 New
AWM
93
Avior Wealth Management
Nebraska
$118K +$61 +1 +0.1%
ST
94
Smithfield Trust
Pennsylvania
$91K +$80.4K +1,324 +736%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$61K -$1.52K -25 -2%
FCB
96
First Command Bank
Texas
$52K -$28.2K -465 -35%
FCFS
97
First Command Financial Services
Texas
$52K -$28.2K -465 -35%
SBL
98
Sargent Bickham Lagudis
Colorado
$40K
NFG
99
Next Financial Group
Texas
$35K -$114K -1,875 -77%
PFO
100
Pathstone Family Office
New Jersey
$27K +$27.3K +450 New

VGSH Hedge Fund Activity: Q1 2017 in Review

109 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2017, worth a combined $513M — up 48% from $348M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VGSH positions and 9 closed out — a net gain of 17 holders — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $107M. The largest seller was HighTower Advisors, cutting an estimated $5.55M.

  • 109 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2017, up from 93 in Q4 2016.
  • Funds reported $513M of Vanguard Short-Term Treasury ETF stock for Q1 2017, up 48% quarter-over-quarter.
  • 26 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2017 and 9 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2017 was Bank of America, an estimated $107M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2017 was HighTower Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q1 2017.