We are live on ! Find out more
VGSH icon

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
CF
176
Centaurus Financial
California
$1.22M +$592K +9,640 +96%
MAP
177
Milestone Advisory Partners
North Carolina
$1.22M +$1.2M +19,610 New
CFA
178
Carroll Financial Associates
North Carolina
$1.19M +$327K +5,331 +39%
FHA
179
Flagship Harbor Advisors
Massachusetts
$1.16M -$343K -5,583 -23%
MIAN
180
Mariner Independent Advisor Network
Kansas
$1.14M +$12.6K +205 +1%
Fiera Capital (Canada)
181
Fiera Capital (Canada)
Quebec, Canada
$1.11M +$1.1M +17,844 New
DC
182
DeDora Capital
California
$1.1M -$404K -6,591 -27%
DIM
183
Delta Investment Management
California
$1.07M -$1.24M -20,126 -54%
APA
184
American Portfolios Advisors
New York
$1.07M +$940K +15,315 +849%
UFF
185
USA Financial Formulas
Michigan
$952K +$937K +15,268 New
IIM
186
Ironwood Investment Management
Massachusetts
$948K +$933K +15,200 New
GRP
187
Global Retirement Partners
California
$935K
SAM
188
Secure Asset Management
Michigan
$934K +$920K +14,990 New
GC
189
Garde Capital
Washington
$919K +$80.7K +1,315 +10%
PCIG
190
Partners Capital Investment Group
Massachusetts
$906K -$538K -8,763 -38%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$900K +$252K +4,101 +40%
FBT
192
First Bankers Trust
Kentucky
$896K +$286K +4,654 +48%
TC
193
TownSquare Capital
Utah
$891K
DWM
194
Dakota Wealth Management
Florida
$877K -$120K -1,960 -12%
HHRDM
195
H&H Retirement Design & Management
Nevada
$866K +$852K +13,891 New
I
196
IberiaBank
Louisiana
$842K +$196K +3,192 +31%
RC
197
Roundview Capital
New Jersey
$831K +$818K +13,324 New
PA
198
Parkside Advisors
California
$825K +$416K +6,782 +105%
CFGS
199
Concourse Financial Group Securities
Alabama
$820K +$248K +4,049 +44%
FEG
200
Financial Enhancement Group
Indiana
$779K +$767K +12,500 New

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.