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Vanguard Short-Term Treasury ETF
VGSH

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: 42 → 44 (+2)

5% more funds holding

Funds holding: 494 → 517 (+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

Top Buyers

1
WL
WIT LLC
District of Columbia
+$594M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$110M
3
Morgan Stanley
Morgan Stanley
New York
+$72.7M
4
Mariner
Mariner
Kansas
+$65.3M
5
CC
Cypress Capital
Tennessee
+$27.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$350M
2
Jane Street
Jane Street
New York
-$32.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$24.3M
4
CPIG
Chicago Partners Investment Group
Illinois
-$22.6M
5
Wells Fargo
Wells Fargo
California
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
151
Anchor Investment Management
South Carolina
$3.38M -$5.04K -82 -0.1%
HWAM
152
Hennion & Walsh Asset Management
New Jersey
$3.34M -$295K -4,802 -8%
Millennium Management
153
Millennium Management
New York
$3.25M +$3.25M +52,836 New
PFS
154
Prospera Financial Services
Texas
$3.23M +$109K +1,778 +3%
EWA
155
EP Wealth Advisors
California
$3.19M -$90.4K -1,470 -3%
KWA
156
KCS Wealth Advisory
California
$3.19M +$966K +15,711 +43%
CWM
157
Cordatus Wealth Management
Pennsylvania
$3.16M +$3.17M +51,495 New
FWM
158
Frontier Wealth Management
Missouri
$3.16M -$44.4K -722 -1%
5L
159
55I LLC
Massachusetts
$3.1M +$1.52M +24,750 +96%
BEC
160
Blue Edge Capital
Virginia
$3.06M -$9.47K -154 -0.3%
SHWM
161
Smith & Howard Wealth Management
Georgia
$3.04M -$95.1K -1,547 -3%
CPWM
162
Cypress Point Wealth Management
Texas
$3.01M +$3.01M +49,014 New
BAM
163
Belpointe Asset Management
Nevada
$2.99M +$649K +10,550 +28%
Betterment LLC
164
Betterment LLC
New York
$2.92M +$108K +1,751 +4%
NEGWA
165
New England Guild Wealth Advisors
Connecticut
$2.9M -$253K -4,114 -8%
WRTC
166
Wind River Trust Company
Wyoming
$2.82M – – –
VRM
167
Vectors Research Management
New York
$2.75M +$1.83M +29,820 +200%
HC
168
HNP Capital
New York
$2.74M +$1.83M +29,754 +200%
WANY
169
Wealthspire Advisors (New York)
New York
$2.68M – – –
RFC
170
Regions Financial Corp
Alabama
$2.56M -$565K -9,188 -18%
HNB
171
Huntington National Bank
Ohio
$2.55M +$85.4K +1,390 +3%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$2.54M +$51.1K +831 +2%
AI
173
Atria Investments
North Carolina
$2.49M +$2.49M +40,510 New
RMAM
174
Raab & Moskowitz Asset Management
New Jersey
$2.49M -$70K -1,138 -3%
SWA
175
Stratos Wealth Advisors
Ohio
$2.46M +$1.91M +30,997 +344%
5 6
7
8 9

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.