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Vanguard Short-Term Treasury ETF

432 hedge funds and large institutions have $4.65B invested in Vanguard Short-Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

44% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 126

16% more funds holding in top 10

Funds holding in top 10: 4957 (+8)

7% more capital invested

Capital invested by funds: $4.36B → $4.65B (+$294M)

6% more funds holding

Funds holding: 407432 (+25)

0.75% less ownership

Funds ownership: 49.84%49.09% (-0.75%)

Holders
432
Holders Change
+25
Holders Change %
+6.14%
% of All Funds
8.72%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
1.15%
New
67
Increased
181
Reduced
126
Closed
39
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Change in
Stake
AMM
76
American Money Management
California
$10.1M +$472K +7,605 +5%
KAS
77
Kestra Advisory Services
Texas
$9.98M +$9.99M +160,783 New
WRTC
78
Wind River Trust Company
Wyoming
$9.57M +$5.01M +80,564 +110%
Citigroup
79
Citigroup
New York
$9.06M -$7.22M -116,153 -44%
PP
80
Prudential plc
United Kingdom
$8.96M +$181K +2,916 +2%
ONB
81
Old National Bancorp
Indiana
$8.54M +$591K +9,514 +7%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$8.35M +$1.13M +18,203 +16%
UCFA
83
United Capital Financial Advisors
Texas
$8.33M +$6.67M +107,426 +401%
MWA
84
Moser Wealth Advisors
Washington
$8.18M +$8.18M +131,673 New
SWIG
85
Strategic Wealth Investment Group
Kentucky
$8.16M +$2.61M +42,055 +47%
EWM
86
Elmwood Wealth Management
California
$7.97M
LB
87
Leo Brokerage
Texas
$7.88M +$7.87M +126,675 New
LFA
88
Landmark Financial Advisors
Kentucky
$7.85M -$1.32M -21,276 -14%
TA
89
Tiedemann Advisors
New York
$7.6M -$34.1K -549 -0.4%
CAN
90
Cetera Advisor Networks
California
$7.53M +$7.05M +113,434 +1,458%
EAM
91
Evanson Asset Management
California
$7.48M +$7.49M +120,511 New
HPC
92
HM Payson & Co
Maine
$7.31M -$174K -2,797 -2%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$7.1M +$1.72M +27,680 +32%
WLIM
94
White Lighthouse Investment Management
Massachusetts
$6.96M +$690K +11,108 +11%
BlackRock
95
BlackRock
New York
$6.74M +$6.72M +108,088 +23,295%
LFS
96
Lutz Financial Services
Nebraska
$6.72M +$4.01M +64,517 +148%
ST
97
Smithfield Trust
Pennsylvania
$6.68M +$2.12M +34,143 +46%
SGCA
98
Steel Grove Capital Advisors
Tennessee
$6.63M +$1.66M +26,725 +33%
WIC
99
Woodmont Investment Counsel
Tennessee
$6.61M +$6.31M +101,486 +2,040%
ACS
100
Archford Capital Strategies
Illinois
$6.38M +$320K +5,148 +5%

VGSH Hedge Fund Activity: Q3 2020 in Review

432 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2020, worth a combined $4.65B — up 6.7% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VGSH positions and 39 closed out — a net gain of 28 holders — while 181 added to existing stakes and 126 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $103M. The largest seller was ETrade Capital Management, cutting an estimated $73.2M.

  • 432 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2020, up from 407 in Q2 2020.
  • Funds reported $4.65B of Vanguard Short-Term Treasury ETF stock for Q3 2020, up 6.7% quarter-over-quarter.
  • 67 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2020 and 39 closed out, a net change of +28 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2020 was Exchange Traded Concepts, an estimated $103M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2020 was ETrade Capital Management, an estimated $73.2M sold.

Based on aggregated 13F filings for Q3 2020.