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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
DCM
126
Disciplina Capital Management
Tennessee
$815K +$1.11M +18,569 New
William Blair & Company
127
William Blair & Company
Illinois
$762K +$757K +12,671 New
GG
128
Gofen & Glossberg
Illinois
$734K +$47K +787 +7%
CCM
129
Condor Capital Management
New Jersey
$721K +$717K +12,000 New
AL
130
Aspiriant LLC
California
$718K +$713K +11,939 New
MIAN
131
Mariner Independent Advisor Network
Kansas
$702K +$698K +11,691 New
RJFSA
132
Raymond James Financial Services Advisors
Florida
$701K -$258K -4,321 -27%
UCFA
133
United Capital Financial Advisors
Texas
$701K -$3.29K -55 -0.5%
CHJWM
134
Carlton Hofferkamp & Jenks Wealth Management
Texas
$695K -$40.4K -677 -6%
FTUS
135
Flow Traders U.S.
New York
$692K -$145K -2,429 -17%
BFA
136
Bragg Financial Advisors
North Carolina
$688K +$31.7K +530 +5%
PA
137
Parkside Advisors
California
$673K +$668K +11,187 New
NIA
138
Northstar Investment Advisors
Colorado
$670K +$666K +11,150 New
WTC
139
WhitTier Trust Company
Nevada
$631K +$227K +3,797 +57%
CAN
140
Claraphi Advisory Network
United States
$631K +$627K +10,498 New
MCM
141
Monument Capital Management
Virginia
$618K +$275K +4,601 +81%
ATC
142
Argent Trust Co
Tennessee
$575K
PPA
143
Parametric Portfolio Associates
Washington
$555K +$2.39K +40 +0.4%
EWM
144
Empirical Wealth Management
Washington
$534K +$530K +8,877 New
GWM
145
Geneos Wealth Management
Colorado
$531K +$529K +8,848 New
WA
146
WealthTrust-Arizona
Arizona
$522K +$518K +8,678 New
HC
147
HNP Capital
New York
$504K +$501K +8,385 New
TC
148
Telemus Capital
Michigan
$504K +$501K +8,386 New
AP
149
Arlington Partners
Alabama
$502K
SMFS
150
Squar Milner Financial Services
California
$502K +$499K +8,350 New

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.