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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
JWM
151
Jackson Wealth Management
Florida
$3.65M +$179K +2,910 +5%
CI
152
Ceera Investments
Texas
$3.52M +$3.52M +57,215 New
MBT
153
Montecito Bank & Trust
California
$3.47M +$304K +4,939 +10%
IFWM
154
Institute for Wealth Management
Colorado
$3.45M -$547K -8,881 -14%
NFG
155
Next Financial Group
Texas
$3.4M +$1.65M +26,787 +94%
AIM
156
Anchor Investment Management
South Carolina
$3.39M +$100K +1,625 +3%
PWM
157
Perigon Wealth Management
California
$3.37M +$95K +1,543 +3%
TPCW
158
TD Private Client Wealth
New York
$3.31M +$143K +2,324 +5%
RWA
159
Redhawk Wealth Advisors
Minnesota
$3.24M -$1.22M -19,881 -27%
AWA
160
Arete Wealth Advisors
Illinois
$3.23M +$2.2M +35,733 +214%
HWAM
161
Hennion & Walsh Asset Management
New Jersey
$3.2M +$3.2M +51,953 New
BEC
162
Blue Edge Capital
Virginia
$3.18M -$74.6K -1,212 -2%
NW
163
NewEdge Wealth
Pennsylvania
$3.13M +$2.67M +43,326 +577%
UA
164
Unison Advisors
District of Columbia
$3.11M +$195K +3,163 +7%
DWP
165
Destiny Wealth Partners
Florida
$3.11M -$2.1M -34,091 -40%
MHS
166
M Holdings Securities
Oregon
$3.1M +$3.1M +50,301 New
VPIM
167
Vanguard Personalized Indexing Management
California
$3.08M +$1.41M +22,924 +85%
ANTB
168
AMG National Trust Bank
Colorado
$3.08M +$3.08M +50,020 New
RWM
169
Ritholtz Wealth Management
New York
$3.05M +$4.43K +72 +0.1%
PFS
170
Prospera Financial Services
Texas
$2.98M +$529K +8,590 +22%
WANY
171
Wealthspire Advisors (New York)
New York
$2.95M -$1.14M -18,482 -28%
RC
172
Roundview Capital
New Jersey
$2.9M +$436K +7,085 +18%
GFG
173
Greystone Financial Group
Michigan
$2.87M +$485K +7,880 +20%
CWM
174
Cordatus Wealth Management
Pennsylvania
$2.86M +$576K +9,359 +25%
WRTC
175
Wind River Trust Company
Wyoming
$2.83M

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.