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Vanguard Short-Term Treasury ETF

481 hedge funds and large institutions have $4.92B invested in Vanguard Short-Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 167 increasing their positions, 163 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 28

11% more funds holding

Funds holding: 432481 (+49)

6% more capital invested

Capital invested by funds: $4.65B → $4.92B (+$262M)

2.45% more ownership

Funds ownership: 49.09%51.53% (+2.4%)

2% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 163

0% more funds holding in top 10

Funds holding in top 10: 5757 (0)

85% less call options, than puts

Call options by funds: $31K | Put options by funds: $209K

Holders
481
Holders Change
+49
Holders Change %
+11.34%
% of All Funds
8.51%
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
86
Increased
167
Reduced
163
Closed
28
Calls
$31K
Puts
$209K
Net Calls
-$178K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$5.45M +$497K +8,020 +10%
GAM
127
Gould Asset Management
California
$5.45M +$542K +8,745 +11%
SRCM
128
Swift Run Capital Management
Virginia
$5.38M -$142K -2,290 -3%
DWP
129
Destiny Wealth Partners
Florida
$5.21M +$5.24M +84,609 New
SC
130
Scotia Capital
Ontario, Canada
$5.13M +$162K +2,622 +3%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$5.1M -$109K -1,758 -2%
CWA
132
Capital Wealth Alliance
Arizona
$5.09M +$948K +15,300 +23%
PWPCM
133
Perella Weinberg Partners Capital Management
New York
$4.93M -$193K -3,122 -4%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$4.87M -$2.19M -35,351 -31%
MPIA
135
Mountain Pacific Investment Advisers
Idaho
$4.82M -$226K -3,651 -4%
AFP
136
Ausdal Financial Partners
Iowa
$4.75M -$244K -3,943 -5%
ECM
137
Evergreen Capital Management
Washington
$4.51M -$211K -3,400 -4%
TLFA
138
True Link Financial Advisors
California
$4.49M +$4.51M +72,846 New
RWA
139
Redhawk Wealth Advisors
Minnesota
$4.47M +$195K +3,147 +5%
SCP
140
Seizert Capital Partners
Michigan
$4.38M +$72K +1,161 +2%
EA
141
Emerald Advisors
Washington
$4.36M +$2.52M +40,720 +136%
Millennium Management
142
Millennium Management
New York
$4.28M -$3.76M -60,668 -47%
AllianceBernstein
143
AllianceBernstein
Tennessee
$4.22M +$608K +9,817 +17%
DI
144
Disciplined Investments
Oklahoma
$4.12M +$635K +10,253 +18%
PWMG
145
Prestige Wealth Management Group
New Jersey
$4.1M -$2.24M -36,166 -35%
WANY
146
Wealthspire Advisors (New York)
New York
$4.09M +$210K +3,390 +5%
IFWM
147
Institute for Wealth Management
Colorado
$4M +$99.9K +1,612 +3%
NEGWA
148
New England Guild Wealth Advisors
Connecticut
$3.96M -$40.1K -647 -1%
FWP
149
Falcon Wealth Planning
California
$3.95M +$3.97M +64,072 New
Stifel Financial
150
Stifel Financial
Missouri
$3.89M -$10.1M -163,356 -72%

VGSH Hedge Fund Activity: Q4 2020 in Review

481 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2020, worth a combined $4.92B — up 5.6% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VGSH positions and 28 closed out — a net gain of 58 holders — while 167 added to existing stakes and 163 trimmed.

The largest buyer was NextCapital Advisers, opening a new position worth an estimated $83.8M. The largest seller was UBS Group, cutting an estimated $217M.

  • 481 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $4.92B of Vanguard Short-Term Treasury ETF stock for Q4 2020, up 5.6% quarter-over-quarter.
  • 86 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2020 and 28 closed out, a net change of +58 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2020 was NextCapital Advisers, an estimated $83.8M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2020 was UBS Group, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2020.