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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
VRM
151
Vectors Research Management
New York
$492K -$25.4K -425 -5%
FBT
152
First Bankers Trust
Kentucky
$466K +$463K +7,756 New
GIM
153
Greenwich Investment Management
Connecticut
$455K -$214K -3,575 -32%
RPG
154
Resource Planning Group
Georgia
$453K +$450K +7,530 New
WI
155
Wintrust Investments
Illinois
$445K -$40.3K -674 -8%
BCA
156
Bay Colony Advisors
Massachusetts
$445K
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$434K
MIFH
158
Migdal Insurance & Financial Holdings
Israel
$431K +$20.7K +347 +5%
SS
159
Simplicity Solutions
Minnesota
$426K -$17.3M -288,956 -98%
CG
160
Colony Group
Massachusetts
$418K
ATI
161
Act Two Investors
California
$411K +$408K +6,830 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$396K +$10.4K +174 +3%
BCM
163
Blume Capital Management
California
$391K +$388K +6,500 New
SBH
164
Segall Bryant & Hamill
Illinois
$375K +$372K +6,231 New
LSAG
165
Lake Street Advisors Group
New Hampshire
$374K +$372K +6,222 New
AIP
166
Almanack Investment Partners
Pennsylvania
$371K -$35.4K -592 -9%
CCA
167
Checchi Capital Advisers
California
$344K +$341K +5,714 New
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$334K
TSW
169
Thompson Siegel & Walmsley
Virginia
$327K
AIC
170
Ameritas Investment Company
Nebraska
$314K +$312K +5,220 New
WIC
171
Woodmont Investment Counsel
Tennessee
$311K -$281K -4,700 -48%
AAM
172
Autus Asset Management
Arizona
$301K
M&T Bank
173
M&T Bank
New York
$300K -$119 -2 -0%
PA
174
Parallel Advisors
California
$300K +$299K +5,005 New
DWM
175
Dakota Wealth Management
Florida
$299K

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.