We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF
VGSH

107 hedge funds and large institutions have $419M invested in Vanguard Short-Term Treasury ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

2% less funds holding

Funds holding: 109 → 107 (-2)

18% less capital invested

Capital invested by funds: $513M → $419M (-$93.4M)

23.82% less ownership

Funds ownership: 51.89% → 28.06% (-24%)

Holders
107
Holders Change
-2
Holders Change %
-1.83%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
18
Increased
32
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$5.6M
2
SS
Simplicity Solutions
Minnesota
+$5.58M
3
CONA
Capital One National Association
New York
+$2.58M
4
Franklin Resources
Franklin Resources
California
+$1.79M
5
RJA
Raymond James & Associates
Florida
+$1.65M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$67.4M
2
MML Investors Services
MML Investors Services
Massachusetts
-$11.3M
3
Wells Fargo
Wells Fargo
California
-$5.35M
4
Morgan Stanley
Morgan Stanley
New York
-$2.88M
5
Jane Street
Jane Street
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
76
Ausdal Financial Partners
Iowa
$258K -$125K -2,053 -33%
MC
77
Miles Capital
Iowa
$249K – – –
IH
78
IFC Holdings
Florida
$248K -$18.8K -310 -7%
FWM
79
FFT Wealth Management
Pennsylvania
$223K -$59.4K -977 -21%
AIP
80
Ameritas Investment Partners
Nebraska
$223K – – –
RIA
81
Regal Investment Advisors
Michigan
$214K +$214K +3,514 New
IIA
82
IPG Investment Advisors
California
$213K – – –
SPC
83
Sigma Planning Corp
Michigan
$212K -$13.3K -218 -6%
HPWM
84
Highland Private Wealth Management
Washington
$212K – – –
CA
85
Cetera Advisors
Colorado
$212K +$214K +3,516 New
HKIM
86
Hayek Kallen Investment Management
Alabama
$210K – – –
ST
87
Smithfield Trust
Pennsylvania
$163K +$71.7K +1,180 +78%
AIP
88
Almanack Investment Partners
Pennsylvania
$152K +$153K +2,509 New
AG
89
Advisor Group
Arizona
$151K +$141K +2,312 +1,401%
TIM
90
Tortoise Investment Management
New York
$140K +$140K +2,310 New
AWM
91
Avior Wealth Management
Nebraska
$118K +$608 +10 +0.5%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$91K +$29.9K +492 +49%
VNA
93
Valley National Advisers
Pennsylvania
$69K +$69K +1,135 New
FCB
94
First Command Bank
Texas
$52K – – –
FCFS
95
First Command Financial Services
Texas
$52K – – –
SBL
96
Sargent Bickham Lagudis
Colorado
$40K – – –
WHG
97
Westwood Holdings Group
Texas
$36K +$36.5K +600 New
NFG
98
Next Financial Group
Texas
$35K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$10K +$10K +165 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.51K +140 New
1 2 3
4
5

VGSH Hedge Fund Activity: Q2 2017 in Review

107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2017, worth a combined $419M — down 18% from $513M a quarter earlier.

Fund positioning in VGSH was balanced in Q2 2017: 18 funds opened new positions, 18 closed out, 32 added to existing stakes and 33 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $5.6M. The largest seller was Bank of America, cutting an estimated $67.4M.

  • 107 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2017, down from 109 in Q1 2017.
  • Funds reported $419M of Vanguard Short-Term Treasury ETF stock for Q2 2017, down 18% quarter-over-quarter.
  • 18 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2017 and 18 closed out, a net change of 0 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2017 was AE Wealth Management, an estimated $5.6M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2017 was Bank of America, an estimated $67.4M sold.

Based on aggregated 13F filings for Q2 2017.