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Vanguard Short-Term Treasury ETF

265 hedge funds and large institutions have $2.7B invested in Vanguard Short-Term Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

72% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 65

7% more funds holding

Funds holding: 247265 (+18)

2% less capital invested

Capital invested by funds: $2.75B → $2.7B (-$53.3M)

2.49% less ownership

Funds ownership: 52.99%50.5% (-2.5%)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
265
Holders Change
+18
Holders Change %
+7.29%
% of All Funds
5.81%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.46%
New
39
Increased
112
Reduced
65
Closed
21
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$1.46M +$739K +12,141 +103%
PWP
102
Principle Wealth Partners
Connecticut
$1.43M -$206K -3,383 -13%
ACA
103
Anchor Capital Advisors
Massachusetts
$1.42M +$100K +1,650 +8%
PMG
104
ProVise Management Group
Florida
$1.37M
AAMA
105
Advanced Asset Management Advisors
Ohio
$1.31M +$244 +4 +0%
AIP
106
Almanack Investment Partners
Pennsylvania
$1.28M +$39K +641 +3%
MCM
107
Monument Capital Management
Virginia
$1.27M +$26.3K +432 +2%
SA
108
Sunesis Advisors
Kansas
$1.22M +$228K +3,741 +23%
GP
109
Girard Partners
Pennsylvania
$1.16M +$51.4K +844 +5%
FHA
110
Flagship Harbor Advisors
Massachusetts
$1.16M +$1.13M +18,557 +3,704%
AAP
111
Arax Advisory Partners
Colorado
$1.16M -$3.65K -60 -0.3%
AA
112
Alesco Advisors
New York
$1.04M -$529K -8,690 -34%
MIAN
113
Mariner Independent Advisor Network
Kansas
$963K +$178K +2,919 +23%
AllianceBernstein
114
AllianceBernstein
Tennessee
$959K +$91.2K +1,497 +11%
DWM
115
Dakota Wealth Management
Florida
$950K -$489K -8,026 -34%
GC
116
Guggenheim Capital
Illinois
$932K +$521K +8,563 +127%
WLIM
117
White Lighthouse Investment Management
Massachusetts
$926K +$925K +15,192 New
GRP
118
Global Retirement Partners
California
$914K
SCP
119
Seizert Capital Partners
Michigan
$913K -$49.1K -806 -5%
UIA
120
UBP Investment Advisors
Switzerland
$908K
HKIM
121
Hayek Kallen Investment Management
Alabama
$902K +$691K +11,340 +328%
TC
122
TownSquare Capital
Utah
$871K
TC
123
Telemus Capital
Michigan
$861K +$12.8K +211 +2%
VFA
124
Voya Financial Advisors
Connecticut
$852K +$165K +2,706 +24%
JCM
125
Jacobi Capital Management
Pennsylvania
$841K -$79.5K -1,306 -9%

VGSH Hedge Fund Activity: Q3 2019 in Review

265 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2019, worth a combined $2.7B — down 1.9% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VGSH positions and 21 closed out — a net gain of 18 holders — while 112 added to existing stakes and 65 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $15.3M. The largest seller was Tiedemann Advisors, cutting an estimated $91.7M.

  • 265 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.7B of Vanguard Short-Term Treasury ETF stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 39 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2019 and 21 closed out, a net change of +18 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $15.3M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2019 was Tiedemann Advisors, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2019.