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Vanguard Short-Term Treasury ETF

517 hedge funds and large institutions have $8.74B invested in Vanguard Short-Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 173 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

17% more call options, than puts

Call options by funds: $977K | Put options by funds: $835K

7% more capital invested

Capital invested by funds: $8.14B → $8.74B (+$599M)

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

5% more funds holding

Funds holding: 494517 (+23)

6% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 173

0.28% less ownership

Funds ownership: 64.43%64.15% (-0.28%)

Holders
517
Holders Change
+23
Holders Change %
+4.66%
% of All Funds
9.05%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
67
Increased
184
Reduced
173
Closed
37
Calls
$977K
Puts
$835K
Net Calls
+$142K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
126
Ausdal Financial Partners
Iowa
$5.07M +$58.6K +953 +1%
FAIM
127
Financial Advocates Investment Management
Washington
$4.92M -$195K -3,172 -4%
TC
128
Telemus Capital
Michigan
$4.92M +$4.06M +65,994 +466%
MNG
129
Manning & Napier Group
New York
$4.87M
KA
130
Kovack Advisors
Florida
$4.66M -$293K -4,772 -6%
SCP
131
Seizert Capital Partners
Michigan
$4.58M +$216K +3,506 +5%
Stifel Financial
132
Stifel Financial
Missouri
$4.45M -$531K -8,645 -11%
EPM
133
Elm Partners Management
Pennsylvania
$4.43M -$1.89M -30,736 -30%
AllianceBernstein
134
AllianceBernstein
Tennessee
$4.22M -$174K -2,831 -4%
DT
135
Diversified Trust
Tennessee
$4.2M -$523K -8,509 -11%
Deutsche Bank
136
Deutsche Bank
Germany
$4.1M -$481K -7,825 -10%
ECM
137
Evergreen Capital Management
Washington
$4.06M -$118K -1,920 -3%
FCCM
138
First City Capital Management
Georgia
$4.01M +$124K +2,020 +3%
FA
139
Fortis Advisors
Pennsylvania
$4M -$96.3K -1,567 -2%
RWM
140
Ritholtz Wealth Management
New York
$3.95M +$935K +15,204 +31%
CAC
141
Certified Advisory Corp
Florida
$3.85M +$1.04M +16,966 +37%
FTUS
142
Flow Traders U.S.
New York
$3.81M +$3.81M +61,983 New
GWMIA
143
Global Wealth Management Investment Advisory
Florida
$3.77M +$616K +10,027 +20%
VWA
144
Visionary Wealth Advisors
Illinois
$3.74M -$70.3K -1,144 -2%
PWM
145
Perigon Wealth Management
California
$3.73M +$27.7K +451 +0.7%
FAT
146
First American Trust
California
$3.6M +$1.4M +22,835 +64%
UA
147
Unison Advisors
District of Columbia
$3.54M +$210K +3,417 +6%
RC
148
Roundview Capital
New Jersey
$3.47M -$738 -12 -0%
TPCW
149
TD Private Client Wealth
New York
$3.45M +$148K +2,413 +4%
IFWM
150
Institute for Wealth Management
Colorado
$3.38M +$3.13K +51 +0.1%

VGSH Hedge Fund Activity: Q3 2021 in Review

517 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2021, worth a combined $8.74B — up 7.4% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VGSH positions and 37 closed out — a net gain of 30 holders — while 184 added to existing stakes and 173 trimmed.

The largest buyer was WIT LLC, adding an estimated $594M. The largest seller was UBS AM, exiting entirely with an estimated $350M sold.

  • 517 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2021, up from 494 in Q2 2021.
  • Funds reported $8.74B of Vanguard Short-Term Treasury ETF stock for Q3 2021, up 7.4% quarter-over-quarter.
  • 67 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2021 and 37 closed out, a net change of +30 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2021 was WIT LLC, an estimated $594M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2021 was UBS AM, an estimated $350M sold.

Based on aggregated 13F filings for Q3 2021.