We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF

359 hedge funds and large institutions have $3.83B invested in Vanguard Short-Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 112 increasing their positions, 104 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 27

117% more funds holding in top 10

Funds holding in top 10: 2452 (+28)

28% more capital invested

Capital invested by funds: $2.98B → $3.83B (+$847M)

24% more funds holding

Funds holding: 289359 (+70)

3.71% more ownership

Funds ownership: 48.69%52.41% (+3.7%)

8% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 104

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.66M

Holders
359
Holders Change
+70
Holders Change %
+24.22%
% of All Funds
7.91%
Holding in Top 10
52
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+116.67%
% of All Funds
1.15%
New
102
Increased
112
Reduced
104
Closed
27
Calls
Puts
$4.66M
Net Calls
-$4.66M
Net Calls Change
-$4.66M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
101
Kovack Advisors
Florida
$4.27M -$19.3K -314 -0.5%
AI
102
Atria Investments
North Carolina
$4.16M +$3.72M +60,572 +989%
ECM
103
Evergreen Capital Management
Washington
$4.14M -$818K -13,325 -17%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$4.05M +$507K +8,259 +15%
CA
105
Cetera Advisors
Colorado
$3.77M -$1.54M -25,145 -29%
VAM
106
Verity Asset Management
North Carolina
$3.76M +$3.7M +60,269 New
COF
107
Capital One Financial
Virginia
$3.75M +$3.69M +60,098 New
PFS
108
Prospera Financial Services
Texas
$3.7M +$3.64M +59,371 New
PCS
109
Personal CFO Solutions
New Jersey
$3.7M +$3.64M +59,299 New
DT
110
Diversified Trust
Tennessee
$3.67M +$3.62M +58,922 New
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$3.64M -$4.13M -67,372 -54%
WANY
112
Wealthspire Advisors (New York)
New York
$3.63M +$3.57M +58,165 New
SC
113
Scotia Capital
Ontario, Canada
$3.55M +$3.5M +56,981 New
AllianceBernstein
114
AllianceBernstein
Tennessee
$3.55M +$2.32M +37,816 +198%
ST
115
Smithfield Trust
Pennsylvania
$3.47M -$145K -2,359 -4%
CWM
116
Cordatus Wealth Management
Pennsylvania
$3.45M +$3.39M +55,289 New
NEGWA
117
New England Guild Wealth Advisors
Connecticut
$3.44M -$621K -10,114 -16%
BEC
118
Blue Edge Capital
Virginia
$3.16M +$3.11M +50,750 New
AA
119
Ancora Advisors
Ohio
$3.06M +$430K +7,000 +17%
Creative Planning
120
Creative Planning
Kansas
$3.02M +$181K +2,945 +6%
HH
121
Hilltop Holdings
Texas
$2.98M -$23.9K -389 -0.8%
PAG
122
Private Advisor Group
New Jersey
$2.98M -$150K -2,444 -5%
AIM
123
Anchor Investment Management
South Carolina
$2.92M +$2.88M +46,850 New
PG
124
Proffitt & Goodson
Tennessee
$2.88M +$1M +16,329 +55%
MA
125
Marshfield Associates
District of Columbia
$2.85M -$878K -14,307 -24%

VGSH Hedge Fund Activity: Q1 2020 in Review

359 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2020, worth a combined $3.83B — up 28% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VGSH positions and 27 closed out — a net gain of 75 holders — while 112 added to existing stakes and 104 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $80.7M. The largest seller was Bank of America, cutting an estimated $220M.

  • 359 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2020, up from 289 in Q4 2019.
  • Funds reported $3.83B of Vanguard Short-Term Treasury ETF stock for Q1 2020, up 28% quarter-over-quarter.
  • 102 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2020 and 27 closed out, a net change of +75 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2020 was Cambridge Investment Research Advisors, an estimated $80.7M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2020 was Bank of America, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2020.