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Vanguard Short-Term Treasury ETF

359 hedge funds and large institutions have $3.83B invested in Vanguard Short-Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 112 increasing their positions, 104 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 27

117% more funds holding in top 10

Funds holding in top 10: 2452 (+28)

28% more capital invested

Capital invested by funds: $2.98B → $3.83B (+$847M)

24% more funds holding

Funds holding: 289359 (+70)

3.71% more ownership

Funds ownership: 48.69%52.41% (+3.7%)

8% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 104

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.66M

Holders
359
Holders Change
+70
Holders Change %
+24.22%
% of All Funds
7.91%
Holding in Top 10
52
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+116.67%
% of All Funds
1.15%
New
102
Increased
112
Reduced
104
Closed
27
Calls
Puts
$4.66M
Net Calls
-$4.66M
Net Calls Change
-$4.66M
Name Holding Trade Value Shares
Change
Change in
Stake
5L
151
55I LLC
Massachusetts
$1.77M +$810K +13,206 +87%
GC
152
Guggenheim Capital
Illinois
$1.73M +$363K +5,916 +27%
PWM
153
Perigon Wealth Management
California
$1.67M +$1.65M +26,865 New
BCA
154
Bray Capital Advisors
Florida
$1.66M +$1.64M +26,688 New
WT
155
Whittier Trust
California
$1.65M -$106K -1,725 -6%
MCM
156
Monument Capital Management
Virginia
$1.65M +$189K +3,086 +13%
SA
157
Sunesis Advisors
Kansas
$1.61M
Citadel Advisors
158
Citadel Advisors
Florida
$1.6M -$6.73M -109,657 -81%
EF
159
Empirical Finance
Pennsylvania
$1.58M -$2.46K -40 -0.2%
VFA
160
Values First Advisors
Tennessee
$1.58M +$79.3K +1,293 +5%
IA
161
IFP Advisors
Florida
$1.55M +$1.53M +24,941 New
VIM
162
Vista Investment Management
Pennsylvania
$1.52M +$124K +2,027 +9%
EA
163
Emerald Advisors
Washington
$1.52M +$1.5M +24,370 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$998K +16,265 +220%
ACA
165
Anchor Capital Advisors
Massachusetts
$1.46M
AWM
166
Altavista Wealth Management
North Carolina
$1.42M -$110K -1,800 -7%
VC
167
Veracity Capital
Georgia
$1.42M +$1.4M +22,738 New
PMG
168
ProVise Management Group
Florida
$1.39M -$15.3K -250 -1%
AR
169
Advisory Research
Illinois
$1.38M +$860K +14,021 +172%
AAMA
170
Advanced Asset Management Advisors
Ohio
$1.34M +$123 +2 +0%
MWM
171
Modera Wealth Management
New Jersey
$1.33M +$1.31M +21,277 New
VFP
172
Verus Financial Partners
Virginia
$1.32M +$1.3M +21,148 New
JHCP
173
Jackson Hole Capital Partners
Oklahoma
$1.27M +$290K +4,723 +30%
UA
174
Unison Advisors
District of Columbia
$1.25M -$9.08K -148 -0.7%
HFAS
175
Hummer Financial Advisory Services
Illinois
$1.25M

VGSH Hedge Fund Activity: Q1 2020 in Review

359 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2020, worth a combined $3.83B — up 28% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VGSH positions and 27 closed out — a net gain of 75 holders — while 112 added to existing stakes and 104 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $80.7M. The largest seller was Bank of America, cutting an estimated $220M.

  • 359 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2020, up from 289 in Q4 2019.
  • Funds reported $3.83B of Vanguard Short-Term Treasury ETF stock for Q1 2020, up 28% quarter-over-quarter.
  • 102 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2020 and 27 closed out, a net change of +75 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2020 was Cambridge Investment Research Advisors, an estimated $80.7M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2020 was Bank of America, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2020.