We are live on ! Find out more
VGSH icon

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
TIM
201
Tortoise Investment Management
New York
$198K
BAM
202
Barrett Asset Management
New York
$188K +$187K +3,125 New
RIA
203
Regal Investment Advisors
Michigan
$151K +$150K +2,512 New
JP Morgan Chase
204
JP Morgan Chase
New York
$141K +$77.8K +1,302 +124%
FHB
205
First Hawaiian Bank
Hawaii
$139K
VCM
206
Versant Capital Management
Arizona
$138K +$12.2K +205 +10%
ME
207
McIlrath & Eck
Washington
$134K +$6.15K +103 +5%
CFGS
208
Concourse Financial Group Securities
Alabama
$132K +$97.8K +1,637 +286%
PCG
209
Private Capital Group
Connecticut
$129K +$299 +5 +0.2%
NFG
210
Next Financial Group
Texas
$124K +$124K +2,069 New
CMBA
211
C.M. Bidwell & Associates
Hawaii
$123K -$149K -2,490 -55%
AWM
212
Avior Wealth Management
Nebraska
$111K -$60 -1 -0.1%
HPC
213
HM Payson & Co
Maine
$92K +$91.7K +1,535 New
LFG
214
Larson Financial Group
Missouri
$79K +$78.1K +1,307 New
Citigroup
215
Citigroup
New York
$65K -$2.08M -34,848 -97%
LFG
216
LifePlan Financial Group
Ohio
$63K
FHA
217
Flagship Harbor Advisors
Massachusetts
$54K -$10.4K -174 -16%
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$51K +$119 +2 +0.2%
WF
219
WealthTrust Fairport
Ohio
$43K -$30.4K -508 -41%
First Manhattan
220
First Manhattan
New York
$42K +$41.8K +700 New
SBL
221
Sargent Bickham Lagudis
Colorado
$40K
NWM
222
Northwest Wealth Management
Iowa
$33K
WP
223
WealthShield Partners
North Carolina
$31K
PFBT
224
Parkside Financial Bank & Trust
Missouri
$24K
CFA
225
Carroll Financial Associates
North Carolina
$24K +$24.6K +411 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.