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Vanguard Short-Term Treasury ETF

432 hedge funds and large institutions have $4.65B invested in Vanguard Short-Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

44% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 126

16% more funds holding in top 10

Funds holding in top 10: 4957 (+8)

7% more capital invested

Capital invested by funds: $4.36B → $4.65B (+$294M)

6% more funds holding

Funds holding: 407432 (+25)

0.75% less ownership

Funds ownership: 49.84%49.09% (-0.75%)

Holders
432
Holders Change
+25
Holders Change %
+6.14%
% of All Funds
8.72%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
1.15%
New
67
Increased
181
Reduced
126
Closed
39
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
176
Valeo Financial Advisors
Indiana
$2.15M -$3.4M -54,725 -61%
AWM
177
Altavista Wealth Management
North Carolina
$2.15M +$57.2K +920 +3%
CIBC World Market
178
CIBC World Market
Ontario, Canada
$2.02M +$32.6K +524 +2%
PWM
179
Perigon Wealth Management
California
$1.95M +$501K +8,068 +35%
JP Morgan Chase
180
JP Morgan Chase
New York
$1.87M +$511K +8,219 +38%
EA
181
Emerald Advisors
Washington
$1.86M +$284K +4,579 +18%
AIP
182
Almanack Investment Partners
Pennsylvania
$1.86M -$166K -2,678 -8%
HR
183
Howe & Rusling
New York
$1.83M -$6.03K -97 -0.3%
GWMIA
184
Global Wealth Management Investment Advisory
Florida
$1.83M +$18.5K +297 +1%
GHA
185
GW Henssler & Associates
Georgia
$1.82M +$1.82M +29,277 New
HF
186
HRT Financial
New York
$1.81M +$1.81M +29,134 New
FPCM
187
Financial Partners Capital Management
New York
$1.79M
BCA
188
Bray Capital Advisors
Florida
$1.78M +$89.5K +1,441 +5%
VFA
189
Values First Advisors
Tennessee
$1.78M +$246K +3,961 +16%
MAFM
190
Mid Atlantic Financial Management
Pennsylvania
$1.77M +$1.31M +21,056 +282%
ACA
191
Anchor Capital Advisors
Massachusetts
$1.73M +$1M +16,105 +137%
LSAG
192
Lake Street Advisors Group
New Hampshire
$1.65M +$145K +2,338 +10%
FCCM
193
First City Capital Management
Georgia
$1.65M +$1.04M +16,764 +170%
NEWAS
194
N.E.W. Advisory Services
Wisconsin
$1.65M +$23.6K +380 +1%
EF
195
Empirical Finance
Pennsylvania
$1.63M +$54.3K +874 +3%
AFG
196
Albion Financial Group
Utah
$1.62M
WT
197
Whittier Trust
California
$1.61M -$38K -612 -2%
HH
198
Hilltop Holdings
Texas
$1.6M -$1.08M -17,447 -40%
TNB
199
TCF National Bank
South Dakota
$1.56M +$1.57M +25,197 New
SWP
200
Stratos Wealth Partners
Ohio
$1.56M +$1.36M +21,856 +659%

VGSH Hedge Fund Activity: Q3 2020 in Review

432 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2020, worth a combined $4.65B — up 6.7% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VGSH positions and 39 closed out — a net gain of 28 holders — while 181 added to existing stakes and 126 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $103M. The largest seller was ETrade Capital Management, cutting an estimated $73.2M.

  • 432 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2020, up from 407 in Q2 2020.
  • Funds reported $4.65B of Vanguard Short-Term Treasury ETF stock for Q3 2020, up 6.7% quarter-over-quarter.
  • 67 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2020 and 39 closed out, a net change of +28 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2020 was Exchange Traded Concepts, an estimated $103M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2020 was ETrade Capital Management, an estimated $73.2M sold.

Based on aggregated 13F filings for Q3 2020.