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Vanguard Short-Term Treasury ETF

93 hedge funds and large institutions have $348M invested in Vanguard Short-Term Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

35.49% more ownership

Funds ownership: 0%35.49% (+35%)

16% more funds holding

Funds holding: 8093 (+13)

12% more capital invested

Capital invested by funds: $312M → $348M (+$36M)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
2.33%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
27
Increased
27
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
-$149K -2,435 Closed
CWM
102
Concert Wealth Management
California
-$22K -355 Closed
MCM
103
Manchester Capital Management
Vermont
-$6K -104 Closed
GI
104
Gradient Investments
Minnesota
-$4K -62 Closed
PG
105
Patten Group
Tennessee
+$61 +1 New

VGSH Hedge Fund Activity: Q4 2016 in Review

93 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2016, worth a combined $348M — up 12% from $312M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VGSH positions and 13 closed out — a net gain of 14 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Alta Advisers, opening a new position worth an estimated $18.9M. The largest seller was Capital One National Association, cutting an estimated $7.03M.

  • 93 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2016, up from 80 in Q3 2016.
  • Funds reported $348M of Vanguard Short-Term Treasury ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 27 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2016 and 13 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2016 was Alta Advisers, an estimated $18.9M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2016 was Capital One National Association, an estimated $7.03M sold.

Based on aggregated 13F filings for Q4 2016.