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Vanguard Short-Term Treasury ETF

137 hedge funds and large institutions have $1.06B invested in Vanguard Short-Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 615 (+9)

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

14% more capital invested

Capital invested by funds: $925M → $1.06B (+$132M)

2.44% more ownership

Funds ownership: 48.75%51.19% (+2.4%)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

3% less funds holding

Funds holding: 141137 (-4)

Holders
137
Holders Change
-4
Holders Change %
-2.84%
% of All Funds
3.14%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.34%
New
26
Increased
56
Reduced
31
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$443M +$15.6M +259,825 +4%
HK
2
Horizon Kinetics
New York
$137M -$12.8M -213,810 -9%
Morgan Stanley
3
Morgan Stanley
New York
$86.9M +$17.5M +291,916 +25%
MIH
4
Madison Investment Holdings
Wisconsin
$34M +$34M +566,000 New
AF
5
Advisornet Financial
Minnesota
$29.5M +$4.31M +71,745 +17%
CONA
6
Capital One National Association
New York
$20.3M -$6.6M -109,878 -25%
SHWM
7
Smith & Howard Wealth Management
Georgia
$17.2M +$17.2M +286,926 New
Jane Street
8
Jane Street
New York
$16.2M +$16.2M +270,487 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.8M -$3.03M -50,498 -17%
UBS Group
10
UBS Group
Switzerland
$14.2M +$4.55M +75,807 +47%
AWM
11
AE Wealth Management
Kansas
$10.7M +$1.94M +32,368 +22%
SS
12
Simplicity Solutions
Minnesota
$10.7M +$2.11M +35,153 +25%
LPL Financial
13
LPL Financial
California
$9.79M +$2.17M +36,171 +29%
RJA
14
Raymond James & Associates
Florida
$9.74M -$99.8K -1,661 -1%
QCMC
15
Quantum Capital Management (California)
California
$9.67M +$4.43M +73,697 +84%
JWM
16
Jackson Wealth Management
Florida
$9.43M +$770K +12,822 +9%
Goldman Sachs
17
Goldman Sachs
New York
$8.77M +$115K +1,920 +1%
SB
18
Suntrust Banks
Georgia
$8.43M -$141K -2,351 -2%
WRTC
19
Wind River Trust Company
Wyoming
$8.14M
TP
20
Truvvo Partners
New York
$7.86M
Wells Fargo
21
Wells Fargo
California
$7.11M -$6.27M -104,413 -47%
VDFA
22
Vickerman & Driscoll Financial Advisors
Washington
$7.05M +$7.05M +117,348 New
LFA
23
Landmark Financial Advisors
Kentucky
$6.07M +$6.07M +101,086 New
Citadel Advisors
24
Citadel Advisors
Florida
$6.02M +$5.78M +96,187 +2,357%
HighTower Advisors
25
HighTower Advisors
Illinois
$5.76M +$5.44M +90,582 +1,705%