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Vanguard Short-Term Treasury ETF
VGSH

265 hedge funds and large institutions have $2.7B invested in Vanguard Short-Term Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

72% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 65

7% more funds holding

Funds holding: 247 → 265 (+18)

2% less capital invested

Capital invested by funds: $2.75B → $2.7B (-$53.3M)

2.49% less ownership

Funds ownership: 52.99% → 50.5% (-2.5%)

16% less funds holding in top 10

Funds holding in top 10: 25 → 21 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
265
Holders Change
+18
Holders Change %
+7.29%
% of All Funds
5.81%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.46%
New
39
Increased
112
Reduced
65
Closed
21
Calls
–
Puts
$10K
Net Calls
-$10K
Net Calls Change
+$38K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
3
Morgan Stanley
Morgan Stanley
New York
+$9.68M
4
EWM
Empirical Wealth Management
Washington
+$8.64M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.97M

Top Sellers

1
TA
Tiedemann Advisors
New York
-$91.7M
2
IA
IndexIQ Advisors
New York
-$58.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$28M
4
TFA
Transamerica Financial Advisors
Florida
-$6.05M
5
FTUS
Flow Traders U.S.
New York
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
76
Patriot Investment Management Group
Tennessee
$2.88M +$411K +6,747 +18%
HR
77
Howe & Rusling
New York
$2.84M +$366K +6,015 +15%
DC
78
Defender Capital
North Carolina
$2.8M +$2.8M +46,000 New
MML Investors Services
79
MML Investors Services
Massachusetts
$2.78M -$127K -2,078 -4%
AIM
80
Advantage Investment Management
Iowa
$2.77M +$38.2K +628 +1%
RWA
81
Redhawk Wealth Advisors
Minnesota
$2.75M -$246K -4,040 -8%
NFG
82
Next Financial Group
Texas
$2.49M +$841K +13,813 +51%
RWM
83
Ritholtz Wealth Management
New York
$2.37M +$609 +10 +0%
PG
84
Proffitt & Goodson
Tennessee
$2.23M +$239K +3,924 +12%
Truist Financial
85
Truist Financial
North Carolina
$2.17M -$43.1K -707 -2%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2.17M -$40K -657 -2%
DIM
87
Delta Investment Management
California
$2.16M -$716K -11,749 -25%
CM
88
Columbus Macro
Pennsylvania
$2.15M +$2.15M +35,302 New
CANC
89
Culbertson A N & Co
Virginia
$2.1M +$70.6K +1,160 +3%
BF
90
BOK Financial
Oklahoma
$2.02M +$47.3K +776 +2%
HH
91
Hilltop Holdings
Texas
$1.98M +$340K +5,582 +21%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$1.95M +$1.94M +31,935 New
AA
93
Ancora Advisors
Ohio
$1.83M +$305K +5,000 +20%
Millennium Management
94
Millennium Management
New York
$1.73M -$698K -11,469 -29%
WT
95
Whittier Trust
California
$1.66M -$5.36K -88 -0.3%
EF
96
Empirical Finance
Pennsylvania
$1.62M +$670 +11 +0%
BOH
97
Bank of Hawaii
Hawaii
$1.54M +$251K +4,125 +20%
UA
98
Unison Advisors
District of Columbia
$1.53M -$726K -11,926 -32%
AWM
99
Altavista Wealth Management
North Carolina
$1.5M +$24.4K +400 +2%
DC
100
DeDora Capital
California
$1.46M +$8.4K +138 +0.6%
2 3
4
5 6

VGSH Hedge Fund Activity: Q3 2019 in Review

265 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2019, worth a combined $2.7B — down 1.9% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VGSH positions and 21 closed out — a net gain of 18 holders — while 112 added to existing stakes and 65 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $15.3M. The largest seller was Tiedemann Advisors, cutting an estimated $91.7M.

  • 265 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.7B of Vanguard Short-Term Treasury ETF stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 39 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2019 and 21 closed out, a net change of +18 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $15.3M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2019 was Tiedemann Advisors, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2019.