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Vanguard Short-Term Treasury ETF

517 hedge funds and large institutions have $8.74B invested in Vanguard Short-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 173 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

17% more call options, than puts

Call options by funds: $977K | Put options by funds: $835K

7% more capital invested

Capital invested by funds: $8.14B → $8.74B (+$599M)

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

5% more funds holding

Funds holding: 494517 (+23)

6% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 173

0.28% less ownership

Funds ownership: 64.43%64.15% (-0.28%)

Holders
517
Holders Change
+23
Holders Change %
+4.66%
% of All Funds
9.05%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
67
Increased
184
Reduced
173
Closed
37
Calls
$977K
Puts
$835K
Net Calls
+$142K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
76
Old National Bancorp
Indiana
$10.6M +$1.31M +21,335 +14%
AF
77
Advisornet Financial
Minnesota
$10.5M +$74.7K +1,215 +0.7%
ACS
78
Archford Capital Strategies
Illinois
$10.5M +$697K +11,337 +7%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$9.96M -$2.53M -41,174 -20%
BFO
80
Boston Family Office
Massachusetts
$9.93M -$376K -6,122 -4%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$9.77M -$129K -2,102 -1%
CAG
82
Compass Advisory Group
New York
$9.67M +$438K +7,130 +5%
HKAM
83
Horizon Kinetics Asset Management
New York
$9.61M -$948K -15,427 -9%
HL
84
HeadInvest LLC
Maine
$9.38M -$2.22M -36,129 -19%
Lido Advisors
85
Lido Advisors
California
$9.2M -$188K -3,061 -2%
PGA
86
Portland Global Advisors
Maine
$9.12M +$3.15M +51,205 +53%
SGCA
87
Steel Grove Capital Advisors
Tennessee
$9.07M -$787K -12,800 -8%
PP
88
Prudential plc
United Kingdom
$9.01M
SMA
89
Sage Mountain Advisors
Georgia
$9M
HW
90
Hancock Whitney
Mississippi
$8.96M +$174K +2,834 +2%
DI
91
DAGCO Inc
Ohio
$8.88M +$301K +4,891 +4%
CA
92
Cetera Advisors
Colorado
$8.88M -$971K -15,799 -10%
BSA
93
Bull Street Advisors
Georgia
$8.77M +$371K +6,030 +4%
PIMG
94
Patriot Investment Management Group
Tennessee
$8.69M +$787K +12,799 +10%
OPS
95
Orion Portfolio Solutions
Nebraska
$8.58M -$1.16M -18,848 -12%
KAS
96
Kestra Advisory Services
Texas
$8.13M -$484K -7,876 -6%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$7.83M -$1.63M -26,572 -17%
WLIM
98
White Lighthouse Investment Management
Massachusetts
$7.82M +$1.24M +20,141 +19%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$7.68M +$966K +15,711 +14%
SPAS
100
Spectrum Planning & Advisory Services
California
$7.6M -$368K -5,994 -5%

VGSH Hedge Fund Activity: Q3 2021 in Review

517 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2021, worth a combined $8.74B — up 7.4% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VGSH positions and 37 closed out — a net gain of 30 holders — while 184 added to existing stakes and 173 trimmed.

The largest buyer was WIT LLC, adding an estimated $594M. The largest seller was UBS AM, exiting entirely with an estimated $350M sold.

  • 517 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2021, up from 494 in Q2 2021.
  • Funds reported $8.74B of Vanguard Short-Term Treasury ETF stock for Q3 2021, up 7.4% quarter-over-quarter.
  • 67 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2021 and 37 closed out, a net change of +30 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2021 was WIT LLC, an estimated $594M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2021 was UBS AM, an estimated $350M sold.

Based on aggregated 13F filings for Q3 2021.