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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
SRSA
176
S.R. Schill & Associates
Washington
$296K +$1.37K +23 +0.5%
VF
177
Virtu Financial
New York
$284K +$283K +4,730 New
MWM
178
Merriman Wealth Management
Washington
$280K +$278K +4,657 New
CWS
179
Cypress Wealth Services
California
$278K
EFS
180
Essex Financial Services
Connecticut
$277K +$275K +4,607 New
BEC
181
Blue Edge Capital
Virginia
$274K +$1.97K +33 +0.7%
JWM
182
Janiczek Wealth Management
Colorado
$272K +$271K +4,530 New
BTS
183
BB&T Securities
Virginia
$259K +$13.4K +224 +5%
SAM
184
Stansberry Asset Management
Texas
$258K -$13.9K -233 -5%
MC
185
Miles Capital
Iowa
$252K
AIP
186
Ameritas Investment Partners
Nebraska
$251K +$29.9K +500 +14%
B
187
Brightworth
Georgia
$240K +$239K +4,000 New
EK
188
Evensky & Katz
Florida
$225K
AWM
189
AE Wealth Management
Kansas
$221K -$14.3M -238,800 -98%
FWM
190
FFT Wealth Management
Pennsylvania
$221K -$25K -419 -10%
IAM
191
Integre Asset Management
New York
$220K
US Bancorp
192
US Bancorp
Minnesota
$220K +$2.57K +43 +1%
SFA
193
Sequoia Financial Advisors
Ohio
$212K
IIA
194
IPG Investment Advisors
California
$211K
MCTIC
195
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$210K
HKIM
196
Hayek Kallen Investment Management
Alabama
$208K
BSW
197
Buckingham Strategic Wealth
Missouri
$206K +$205K +3,428 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$204K +$203K +3,400 New
BAM
199
Belpointe Asset Management
Nevada
$202K -$4.9K -82 -2%
HPWM
200
Highland Private Wealth Management
Washington
$201K +$199K +3,335 New

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.