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Vanguard Short-Term Treasury ETF

247 hedge funds and large institutions have $3.29B invested in Vanguard Short-Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 16

114% more funds holding in top 10

Funds holding in top 10: 1430 (+16)

100% more capital invested

Capital invested by funds: $1.64B → $3.29B (+$1.65B)

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

37% more funds holding

Funds holding: 180247 (+67)

10.11% more ownership

Funds ownership: 51.86%61.97% (+10%)

Holders
247
Holders Change
+67
Holders Change %
+37.22%
% of All Funds
5.5%
Holding in Top 10
30
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+114.29%
% of All Funds
0.67%
New
83
Increased
77
Reduced
50
Closed
16
Calls
$41K
Puts
Net Calls
+$41K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
76
Partners Capital Investment Group
Massachusetts
$2.58M -$2.41M -40,336 -48%
CWM
77
Cordatus Wealth Management
Pennsylvania
$2.3M +$2.29M +38,303 New
AIM
78
Advantage Investment Management
Iowa
$2.13M +$886K +14,822 +72%
RA
79
RFG Advisory
Alabama
$2.01M +$1M +16,755 +100%
GWMIA
80
Global Wealth Management Investment Advisory
Florida
$1.92M +$1.91M +31,920 New
ASN
81
Advisory Services Network
Georgia
$1.89M +$34.9K +584 +2%
BFA
82
Beaumont Financial Advisors
Massachusetts
$1.86M +$1.19M +19,881 +180%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$1.83M -$231K -3,873 -11%
Truist Financial
84
Truist Financial
North Carolina
$1.81M +$229K +3,839 +15%
Jane Street
85
Jane Street
New York
$1.75M -$13.3M -221,840 -88%
MNG
86
Manning & Napier Group
New York
$1.72M
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$1.71M +$733K +12,263 +76%
PCM
88
Prelude Capital Management
New York
$1.68M +$538K +9,000 +47%
WT
89
Whittier Trust
California
$1.65M +$698K +11,691 +74%
TA
90
Tiedemann Advisors
New York
$1.61M +$1.6M +26,737 New
EF
91
Empirical Finance
Pennsylvania
$1.6M +$1.59M +26,610 New
C
92
Clearshares
New York
$1.58M
BCA
93
Biltmore Capital Advisors
New Jersey
$1.58M +$1.57M +26,359 New
PWPCM
94
Perella Weinberg Partners Capital Management
New York
$1.51M
PG
95
Proffitt & Goodson
Tennessee
$1.49M -$57.6K -964 -4%
Millennium Management
96
Millennium Management
New York
$1.48M +$1.18M +19,716 +397%
AA
97
Alesco Advisors
New York
$1.43M
DC
98
DeDora Capital
California
$1.42M +$9.98K +167 +0.7%
Creative Planning
99
Creative Planning
Kansas
$1.39M +$109K +1,832 +9%
ACA
100
Anchor Capital Advisors
Massachusetts
$1.31M

VGSH Hedge Fund Activity: Q4 2018 in Review

247 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2018, worth a combined $3.29B — up 100% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGSH positions and 16 closed out — a net gain of 67 holders — while 77 added to existing stakes and 50 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $494M. The largest seller was State Street, exiting entirely with an estimated $215M sold.

  • 247 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2018, up from 180 in Q3 2018.
  • Funds reported $3.29B of Vanguard Short-Term Treasury ETF stock for Q4 2018, up 100% quarter-over-quarter.
  • 83 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2018 and 16 closed out, a net change of +67 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $494M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2018 was State Street, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2018.