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Vanguard Short-Term Treasury ETF

502 hedge funds and large institutions have $5.26B invested in Vanguard Short-Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $4.92B → $5.26B (+$347M)

4% more funds holding

Funds holding: 481502 (+21)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 177

0.17% more ownership

Funds ownership: 51.53%51.7% (+0.17%)

5% less funds holding in top 10

Funds holding in top 10: 5754 (-3)

61% less call options, than puts

Call options by funds: $797K | Put options by funds: $2.05M

Holders
502
Holders Change
+21
Holders Change %
+4.37%
% of All Funds
8.81%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.95%
New
73
Increased
180
Reduced
177
Closed
46
Calls
$797K
Puts
$2.05M
Net Calls
-$1.25M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
76
Sage Financial Management Group
Virginia
$10.6M -$1.96M -31,814 -16%
VFA
77
Valeo Financial Advisors
Indiana
$10.5M +$8.7M +141,289 +486%
EC
78
Estate Counselors
Wisconsin
$10.2M -$442K -7,185 -4%
CCM
79
Crabel Capital Management
California
$10.2M +$1.36M +22,008 +15%
FWM
80
Foresight Wealth Management
Utah
$10.1M -$2.71M -43,980 -21%
DF
81
Donoghue Forlines
Massachusetts
$10.1M +$10.1M +164,717 New
Lido Advisors
82
Lido Advisors
California
$10.1M +$125K +2,026 +1%
PAM
83
Peak Asset Management
Colorado
$9.87M +$1.67M +27,156 +20%
KAS
84
Kestra Advisory Services
Texas
$9.85M -$39.2K -636 -0.4%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$9.81M +$4.95M +80,418 +102%
UCFA
86
United Capital Financial Advisors
Texas
$9.31M -$588K -9,552 -6%
HI
87
Harbour Investments
Wisconsin
$9.31M +$9.32M +151,340 New
OPS
88
Orion Portfolio Solutions
Nebraska
$9.05M +$1.38M +22,413 +18%
SMA
89
Sage Mountain Advisors
Georgia
$9.01M +$9.02M +146,500 New
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$8.91M +$443K +7,198 +5%
PP
91
Prudential plc
United Kingdom
$8.88M
ASN
92
Advisory Services Network
Georgia
$8.8M -$5.23M -84,933 -37%
BSA
93
Bull Street Advisors
Georgia
$8.56M +$324K +5,255 +4%
SGCA
94
Steel Grove Capital Advisors
Tennessee
$8.28M +$1.71M +27,798 +26%
Jane Street
95
Jane Street
New York
$8.03M -$1.72M -27,938 -18%
ONB
96
Old National Bancorp
Indiana
$7.97M +$261K +4,246 +3%
DI
97
DAGCO Inc
Ohio
$7.94M +$1.42M +23,041 +22%
SPAS
98
Spectrum Planning & Advisory Services
California
$7.92M -$984K -15,985 -11%
WIC
99
Woodmont Investment Counsel
Tennessee
$7.74M -$112K -1,823 -1%
KPWS
100
Kestra Private Wealth Services
Texas
$7.64M +$349K +5,661 +5%

VGSH Hedge Fund Activity: Q1 2021 in Review

502 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2021, worth a combined $5.26B — up 7.1% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VGSH positions and 46 closed out — a net gain of 27 holders — while 180 added to existing stakes and 177 trimmed.

The largest buyer was WIT LLC, adding an estimated $150M. The largest seller was Simplicity Solutions, cutting an estimated $40M.

  • 502 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2021, up from 481 in Q4 2020.
  • Funds reported $5.26B of Vanguard Short-Term Treasury ETF stock for Q1 2021, up 7.1% quarter-over-quarter.
  • 73 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2021 and 46 closed out, a net change of +27 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2021 was WIT LLC, an estimated $150M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2021 was Simplicity Solutions, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.