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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
PAG
151
Private Advisor Group
New Jersey
$3.83M +$424K +6,841 +12%
PCIG
152
Partners Capital Investment Group
Massachusetts
$3.68M -$492K -7,936 -12%
SHWM
153
Smith & Howard Wealth Management
Georgia
$3.63M +$572K +9,236 +19%
JWM
154
Jackson Wealth Management
Florida
$3.48M -$307K -4,952 -8%
TSS
155
Two Sigma Securities
New York
$3.3M +$2.38M +38,483 +255%
AIM
156
Anchor Investment Management
South Carolina
$3.29M -$236K -3,805 -7%
PWM
157
Perigon Wealth Management
California
$3.28M +$1.35M +21,848 +70%
BEC
158
Blue Edge Capital
Virginia
$3.26M +$185K +2,982 +6%
TPCW
159
TD Private Client Wealth
New York
$3.17M +$325K +5,247 +11%
OC
160
Oppenheimer & Co
New York
$3.17M +$2.86M +46,135 +864%
MBT
161
Montecito Bank & Trust
California
$3.17M -$24.8K -400 -0.8%
ACM
162
Azimuth Capital Management
Michigan
$3.17M +$3.19M +51,465 New
AR
163
Advisory Research
Illinois
$3.17M +$517K +8,338 +19%
HF
164
HRT Financial
New York
$3.15M +$1.36M +21,924 +75%
RWM
165
Ritholtz Wealth Management
New York
$3.04M +$395K +6,377 +15%
UA
166
Unison Advisors
District of Columbia
$2.92M +$2.11M +34,110 +256%
CFSG
167
Community Financial Services Group
Vermont
$2.88M +$449K +7,245 +18%
RMAM
168
Raab & Moskowitz Asset Management
New Jersey
$2.83M -$54.2K -875 -2%
WRTC
169
Wind River Trust Company
Wyoming
$2.83M -$6.7M -108,088 -70%
Citadel Advisors
170
Citadel Advisors
Florida
$2.71M -$674K -10,878 -20%
FWM
171
Frontier Wealth Management
Missouri
$2.69M +$12.9K +208 +0.5%
FBT
172
First Bankers Trust
Kentucky
$2.65M +$323K +5,213 +14%
RCS
173
Retirement Capital Strategies
California
$2.6M -$2.45M -39,486 -48%
MIAN
174
Mariner Independent Advisor Network
Kansas
$2.56M -$796K -12,845 -24%
MCM
175
Monument Capital Management
Virginia
$2.53M +$241K +3,888 +10%

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.