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Vanguard Short-Term Treasury ETF

494 hedge funds and large institutions have $8.14B invested in Vanguard Short-Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $5.26B → $8.14B (+$2.88B)

17% more call options, than puts

Call options by funds: $976K | Put options by funds: $835K

12.73% more ownership

Funds ownership: 51.7%64.43% (+13%)

2% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 47

2% less funds holding

Funds holding: 502494 (-8)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 191

22% less funds holding in top 10

Funds holding in top 10: 5442 (-12)

Holders
494
Holders Change
-8
Holders Change %
-1.59%
% of All Funds
8.6%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.73%
New
46
Increased
171
Reduced
191
Closed
47
Calls
$976K
Puts
$835K
Net Calls
+$141K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
76
Old National Bancorp
Indiana
$9.32M +$1.37M +22,207 +17%
NW
77
NewEdge Wealth
Pennsylvania
$9.26M +$6.14M +99,881 +196%
CAG
78
Compass Advisory Group
New York
$9.23M -$2.68M -43,588 -22%
PP
79
Prudential plc
United Kingdom
$9.01M +$144K +2,349 +2%
SMA
80
Sage Mountain Advisors
Georgia
$9M
HW
81
Hancock Whitney
Mississippi
$8.79M -$1.87M -30,409 -18%
MIAN
82
Mariner Independent Advisor Network
Kansas
$8.66M +$7.45M +121,170 +610%
KAS
83
Kestra Advisory Services
Texas
$8.61M -$1.22M -19,908 -12%
DI
84
DAGCO Inc
Ohio
$8.58M +$652K +10,607 +8%
WAOI
85
Wealth Advisors of Iowa
Iowa
$8.43M -$4.35M -70,736 -34%
BSA
86
Bull Street Advisors
Georgia
$8.41M -$145K -2,359 -2%
FWM
87
Foresight Wealth Management
Utah
$8.38M -$1.75M -28,415 -17%
SPAS
88
Spectrum Planning & Advisory Services
California
$7.97M +$55.5K +902 +0.7%
PIMG
89
Patriot Investment Management Group
Tennessee
$7.91M +$485K +7,887 +7%
ASN
90
Advisory Services Network
Georgia
$7.6M -$1.19M -19,338 -14%
TA
91
Tiedemann Advisors
New York
$7.52M +$37.1K +603 +0.5%
HKIM
92
Hayek Kallen Investment Management
Alabama
$7.21M +$712K +11,576 +11%
KPWS
93
Kestra Private Wealth Services
Texas
$7.19M -$441K -7,174 -6%
UCFA
94
United Capital Financial Advisors
Texas
$7.1M -$2.21M -35,876 -24%
PFA
95
Paradigm Financial Advisors
Missouri
$7.05M -$311K -5,058 -4%
MA
96
Marshfield Associates
District of Columbia
$6.83M -$75K -1,220 -1%
WIC
97
Woodmont Investment Counsel
Tennessee
$6.79M -$943K -15,323 -12%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$6.72M +$302K +4,909 +5%
HPC
99
HM Payson & Co
Maine
$6.63M -$76.3K -1,241 -1%
WLIM
100
White Lighthouse Investment Management
Massachusetts
$6.58M +$794K +12,906 +14%

VGSH Hedge Fund Activity: Q2 2021 in Review

494 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2021, worth a combined $8.14B — up 55% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of VGSH and 46 opened new positions — a net loss of 1 holder — while 191 trimmed existing stakes and 171 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.7B. The largest seller was Nomura Asset Management, cutting an estimated $42.4M.

  • 494 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2021, down from 502 in Q1 2021.
  • Funds reported $8.14B of Vanguard Short-Term Treasury ETF stock for Q2 2021, up 55% quarter-over-quarter.
  • 46 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2021 and 47 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $2.7B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2021 was Nomura Asset Management, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2021.