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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
MPIA
126
Mountain Pacific Investment Advisers
Idaho
$5.36M +$547K +8,879 +11%
SC
127
Scotia Capital
Ontario, Canada
$5.27M +$149K +2,416 +3%
VWA
128
Visionary Wealth Advisors
Illinois
$5.22M -$296K -4,811 -5%
Citigroup
129
Citigroup
New York
$5.08M -$4.45M -72,212 -47%
MWA
130
Moser Wealth Advisors
Washington
$5.01M -$539K -8,757 -10%
MNG
131
Manning & Napier Group
New York
$4.98M
KA
132
Kovack Advisors
Florida
$4.97M -$594K -9,654 -11%
TFA
133
Teamwork Financial Advisors
Texas
$4.96M -$11.4M -184,682 -70%
Millennium Management
134
Millennium Management
New York
$4.96M +$689K +11,187 +16%
FWP
135
Falcon Wealth Planning
California
$4.92M +$975K +15,840 +25%
WU
136
Wealthsimple US
New York
$4.8M -$1.23M -20,022 -20%
DI
137
Disciplined Investments
Oklahoma
$4.78M +$658K +10,693 +16%
AllianceBernstein
138
AllianceBernstein
Tennessee
$4.73M +$517K +8,397 +12%
AFP
139
Ausdal Financial Partners
Iowa
$4.53M -$208K -3,378 -4%
SCP
140
Seizert Capital Partners
Michigan
$4.51M +$129K +2,101 +3%
TLFA
141
True Link Financial Advisors
California
$4.47M -$10.8K -175 -0.2%
ECM
142
Evergreen Capital Management
Washington
$4.19M -$319K -5,178 -7%
FA
143
Fortis Advisors
Pennsylvania
$4.1M +$4.1M +66,606 New
PAG
144
Private Advisory Group
Washington
$3.96M +$1.88M +30,527 +90%
NEGWA
145
New England Guild Wealth Advisors
Connecticut
$3.89M -$65.6K -1,065 -2%
Stifel Financial
146
Stifel Financial
Missouri
$3.88M -$1.29K -21 -0%
SHWM
147
Smith & Howard Wealth Management
Georgia
$3.78M +$152K +2,474 +4%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$3.77M -$1.33M -21,553 -26%
RFC
149
Regions Financial Corp
Alabama
$3.72M -$2.04M -33,066 -35%
GWMIA
150
Global Wealth Management Investment Advisory
Florida
$3.66M +$1.39M +22,507 +61%

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.