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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
RMAM
176
Raab & Moskowitz Asset Management
New Jersey
$2.74M -$86.8K -1,410 -3%
PGA
177
Portland Global Advisors
Maine
$2.73M +$2.25M +36,515 +461%
FCCM
178
First City Capital Management
Georgia
$2.73M +$839K +13,632 +44%
FWM
179
Frontier Wealth Management
Missouri
$2.71M +$15.3K +249 +0.6%
TNB
180
TCF National Bank
South Dakota
$2.62M +$776K +12,597 +42%
CAC
181
Certified Advisory Corp
Florida
$2.55M +$2.55M +41,439 New
CCA
182
Column Capital Advisors
Indiana
$2.52M +$523K +8,501 +26%
AWM
183
Altavista Wealth Management
North Carolina
$2.51M -$6.16K -100 -0.2%
CFSG
184
Community Financial Services Group
Vermont
$2.47M -$408K -6,632 -14%
BSW
185
Buckingham Strategic Wealth
Missouri
$2.46M +$1.79M +29,015 +266%
TP
186
Truvvo Partners
New York
$2.42M +$456K +7,412 +23%
BAM
187
Belpointe Asset Management
Nevada
$2.36M +$1.74M +28,229 +277%
FBT
188
First Bankers Trust
Kentucky
$2.28M -$368K -5,975 -14%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$2.27M +$34K +553 +2%
TSS
190
Two Sigma Securities
New York
$2.21M -$1.08M -17,545 -33%
WWA
191
WC Walker & Associates
California
$2.09M -$11.5K -186 -0.5%
CW
192
CreativeOne Wealth
Kansas
$2.07M +$493K +8,008 +31%
CANC
193
Culbertson A N & Co
Virginia
$2.04M +$12.3K +200 +0.6%
CIBC World Market
194
CIBC World Market
Ontario, Canada
$1.99M +$40.6K +660 +2%
VFA
195
Values First Advisors
Tennessee
$1.95M +$125K +2,023 +7%
RMDI
196
R.M. Davis Inc
Maine
$1.93M -$186K -3,026 -9%
HF
197
HRT Financial
New York
$1.93M -$1.22M -19,761 -39%
EA
198
Emerald Advisors
Washington
$1.92M -$2.43M -39,468 -56%
CISOA
199
Capital Investment Services of America
Wisconsin
$1.9M +$1.9M +30,916 New
BCA
200
Bray Capital Advisors
Florida
$1.9M +$56K +910 +3%

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.