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Vanguard Short-Term Treasury ETF

247 hedge funds and large institutions have $3.29B invested in Vanguard Short-Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 16

114% more funds holding in top 10

Funds holding in top 10: 1430 (+16)

100% more capital invested

Capital invested by funds: $1.64B → $3.29B (+$1.65B)

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

37% more funds holding

Funds holding: 180247 (+67)

10.11% more ownership

Funds ownership: 51.86%61.97% (+10%)

Holders
247
Holders Change
+67
Holders Change %
+37.22%
% of All Funds
5.5%
Holding in Top 10
30
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+114.29%
% of All Funds
0.67%
New
83
Increased
77
Reduced
50
Closed
16
Calls
$41K
Puts
Net Calls
+$41K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
101
Bank of Hawaii
Hawaii
$1.29M +$1.28M +21,393 New
HL
102
HeadInvest LLC
Maine
$1.26M +$865K +14,470 +222%
PMG
103
ProVise Management Group
Florida
$1.19M +$287K +4,800 +32%
LP
104
LGL Partners
Pennsylvania
$1.18M -$118K -1,973 -9%
PD
105
Planning Directions
Pennsylvania
$1.18M -$703K -11,759 -38%
PAG
106
Private Advisor Group
New Jersey
$1.16M +$736K +12,314 +179%
TSS
107
Two Sigma Securities
New York
$1.12M +$1.11M +18,561 New
LFPWM
108
Leicht Financial Planning & Wealth Management
New Jersey
$1.1M +$1.1M +18,346 New
JCM
109
Jacobi Capital Management
Pennsylvania
$1.06M -$347K -5,814 -25%
GP
110
Girard Partners
Pennsylvania
$1.05M -$7.23K -121 -0.7%
WPSG
111
Wealth & Pension Services Group
Georgia
$1.05M +$1.04M +17,402 New
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$1.01M +$309K +5,170 +44%
AWM
113
Altavista Wealth Management
North Carolina
$1M -$50.8K -850 -5%
AllianceBernstein
114
AllianceBernstein
Tennessee
$996K +$269K +4,510 +37%
AAP
115
Arax Advisory Partners
Colorado
$987K +$103K +1,728 +12%
DAS
116
Dynamic Advisor Solutions
Arizona
$966K +$383K +6,410 +66%
CANC
117
Culbertson A N & Co
Virginia
$959K
CPO
118
Cerity Partners OCIO
New York
$945K -$2.02M -33,797 -68%
HR
119
Howe & Rusling
New York
$936K +$810K +13,563 +679%
F
120
F3Logic
Minnesota
$920K -$107K -1,791 -10%
UIA
121
UBP Investment Advisors
Switzerland
$895K -$60 -1 -0%
RMAM
122
Raab & Moskowitz Asset Management
New Jersey
$892K -$55.2K -924 -6%
Wolverine Trading
123
Wolverine Trading
Illinois
$885K +$608K +10,183 +224%
PAM
124
Peak Asset Management
Colorado
$863K -$15.7K -263 -2%
I
125
IberiaBank
Louisiana
$826K +$66K +1,105 +9%

VGSH Hedge Fund Activity: Q4 2018 in Review

247 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2018, worth a combined $3.29B — up 100% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGSH positions and 16 closed out — a net gain of 67 holders — while 77 added to existing stakes and 50 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $494M. The largest seller was State Street, exiting entirely with an estimated $215M sold.

  • 247 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2018, up from 180 in Q3 2018.
  • Funds reported $3.29B of Vanguard Short-Term Treasury ETF stock for Q4 2018, up 100% quarter-over-quarter.
  • 83 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2018 and 16 closed out, a net change of +67 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $494M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2018 was State Street, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2018.