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Vanguard Short-Term Treasury ETF

481 hedge funds and large institutions have $4.92B invested in Vanguard Short-Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 167 increasing their positions, 163 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 28

11% more funds holding

Funds holding: 432481 (+49)

6% more capital invested

Capital invested by funds: $4.65B → $4.92B (+$262M)

2.45% more ownership

Funds ownership: 49.09%51.53% (+2.4%)

2% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 163

0% more funds holding in top 10

Funds holding in top 10: 5757 (0)

85% less call options, than puts

Call options by funds: $31K | Put options by funds: $209K

Holders
481
Holders Change
+49
Holders Change %
+11.34%
% of All Funds
8.51%
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
86
Increased
167
Reduced
163
Closed
28
Calls
$31K
Puts
$209K
Net Calls
-$178K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$9.94M +$10M +161,430 New
UCFA
77
United Capital Financial Advisors
Texas
$9.91M +$1.66M +26,732 +20%
KAS
78
Kestra Advisory Services
Texas
$9.9M -$3.22K -52 -0%
LFS
79
Lutz Financial Services
Nebraska
$9.88M +$3.23M +52,143 +48%
TWM
80
Trinity Wealth Management
Pennsylvania
$9.78M +$9.84M +158,755 New
Jane Street
81
Jane Street
New York
$9.76M +$9.03M +145,728 +1,146%
Citigroup
82
Citigroup
New York
$9.54M +$549K +8,854 +6%
GPWA
83
Great Point Wealth Advisors
Massachusetts
$9.1M -$14M -226,072 -60%
SPAS
84
Spectrum Planning & Advisory Services
California
$8.92M +$8.97M +144,769 New
PP
85
Prudential plc
United Kingdom
$8.89M
CCM
86
Crabel Capital Management
California
$8.82M +$8.47M +136,594 +2,049%
BFG
87
Berger Financial Group
Minnesota
$8.55M +$8.6M +138,798 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$8.47M +$188K +3,027 +2%
BSA
89
Bull Street Advisors
Georgia
$8.25M +$3.64M +58,705 +78%
PAM
90
Peak Asset Management
Colorado
$8.21M +$4.96M +80,037 +150%
EAM
91
Evanson Asset Management
California
$8.15M +$730K +11,779 +10%
WIC
92
Woodmont Investment Counsel
Tennessee
$7.87M +$1.31M +21,211 +20%
LRPA
93
L. Roy Papp & Associates
Arizona
$7.78M +$1.88M +30,337 +32%
NEWAS
94
N.E.W. Advisory Services
Wisconsin
$7.75M +$6.15M +99,252 +374%
ONB
95
Old National Bancorp
Indiana
$7.72M -$765K -12,345 -9%
OPS
96
Orion Portfolio Solutions
Nebraska
$7.68M +$7.73M +124,746 New
TA
97
Tiedemann Advisors
New York
$7.54M
KPWS
98
Kestra Private Wealth Services
Texas
$7.31M +$5.86M +94,520 +392%
JP Morgan Chase
99
JP Morgan Chase
New York
$7.11M +$5.29M +85,394 +284%
HPC
100
HM Payson & Co
Maine
$7.11M -$151K -2,429 -2%

VGSH Hedge Fund Activity: Q4 2020 in Review

481 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2020, worth a combined $4.92B — up 5.6% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VGSH positions and 28 closed out — a net gain of 58 holders — while 167 added to existing stakes and 163 trimmed.

The largest buyer was NextCapital Advisers, opening a new position worth an estimated $83.8M. The largest seller was UBS Group, cutting an estimated $217M.

  • 481 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $4.92B of Vanguard Short-Term Treasury ETF stock for Q4 2020, up 5.6% quarter-over-quarter.
  • 86 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2020 and 28 closed out, a net change of +58 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2020 was NextCapital Advisers, an estimated $83.8M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2020 was UBS Group, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2020.