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Vanguard Short-Term Treasury ETF

502 hedge funds and large institutions have $5.26B invested in Vanguard Short-Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $4.92B → $5.26B (+$347M)

4% more funds holding

Funds holding: 481502 (+21)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 177

0.17% more ownership

Funds ownership: 51.53%51.7% (+0.17%)

5% less funds holding in top 10

Funds holding in top 10: 5754 (-3)

61% less call options, than puts

Call options by funds: $797K | Put options by funds: $2.05M

Holders
502
Holders Change
+21
Holders Change %
+4.37%
% of All Funds
8.81%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.95%
New
73
Increased
180
Reduced
177
Closed
46
Calls
$797K
Puts
$2.05M
Net Calls
-$1.25M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
101
Berger Financial Group
Minnesota
$7.64M -$901K -14,629 -11%
TA
102
Tiedemann Advisors
New York
$7.49M -$34.9K -567 -0.5%
PIMG
103
Patriot Investment Management Group
Tennessee
$7.43M +$1.49M +24,129 +25%
EPM
104
Elm Partners Management
Pennsylvania
$7.4M +$443K +7,202 +6%
PFA
105
Paradigm Financial Advisors
Missouri
$7.37M -$3.66M -59,511 -33%
Deutsche Bank
106
Deutsche Bank
Germany
$7.09M +$827K +13,424 +13%
ACS
107
Archford Capital Strategies
Illinois
$6.98M +$40.8K +663 +0.6%
MA
108
Marshfield Associates
District of Columbia
$6.92M +$768K +12,475 +12%
HPC
109
HM Payson & Co
Maine
$6.72M -$377K -6,121 -5%
LFA
110
Landmark Financial Advisors
Kentucky
$6.66M -$413K -6,708 -6%
HKIM
111
Hayek Kallen Investment Management
Alabama
$6.51M +$750K +12,175 +13%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$6.42M -$407K -6,617 -6%
EWM
113
Elmwood Wealth Management
California
$6.3M +$6.3M +102,397 New
Lazard Asset Management
114
Lazard Asset Management
New York
$5.95M
NEWAS
115
N.E.W. Advisory Services
Wisconsin
$5.92M -$1.82M -29,488 -23%
BF
116
BOK Financial
Oklahoma
$5.88M -$71.9K -1,168 -1%
OCM
117
Orser Capital Management
Texas
$5.83M -$1.17M -19,040 -17%
WLIM
118
White Lighthouse Investment Management
Massachusetts
$5.8M -$822K -13,355 -12%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$5.71M +$266K +4,327 +5%
MAP
120
Milestone Advisory Partners
North Carolina
$5.51M -$347K -5,642 -6%
DT
121
Diversified Trust
Tennessee
$5.5M -$103K -1,673 -2%
GAM
122
Gould Asset Management
California
$5.47M +$30.8K +500 +0.6%
SFS
123
Strategic Financial Services
New York
$5.42M -$770K -12,511 -12%
GWM
124
Geneos Wealth Management
Colorado
$5.41M -$499K -8,102 -8%
FAIM
125
Financial Advocates Investment Management
Washington
$5.37M -$1.05M -17,120 -16%

VGSH Hedge Fund Activity: Q1 2021 in Review

502 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2021, worth a combined $5.26B — up 7.1% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VGSH positions and 46 closed out — a net gain of 27 holders — while 180 added to existing stakes and 177 trimmed.

The largest buyer was WIT LLC, adding an estimated $150M. The largest seller was Simplicity Solutions, cutting an estimated $40M.

  • 502 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2021, up from 481 in Q4 2020.
  • Funds reported $5.26B of Vanguard Short-Term Treasury ETF stock for Q1 2021, up 7.1% quarter-over-quarter.
  • 73 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2021 and 46 closed out, a net change of +27 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2021 was WIT LLC, an estimated $150M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2021 was Simplicity Solutions, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.