Vanguard Short-Term Treasury ETF
VGSH
249 hedge funds and large institutions have $2.25B invested in Vanguard Short-Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 78 reducing their positions, and 33 closing their positions.
18% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 33
18% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 78
1% more funds holding
Funds holding: 247 → 249 (+2)
13% less funds holding in top 10
Funds holding in top 10: 30 → 26 (-4)
15.98% less ownership
Funds ownership: 61.97% → 45.99% (-16%)
32% less capital invested
Capital invested by funds: $3.29B → $2.25B (-$1.04B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$82.6M |
| 2 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$60.1M |
| 3 |
Morgan Stanley
New York
|
+$48.6M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$46.4M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$497M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$458M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$133M |
| 4 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$106M |
| 5 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$61.1M |
VGSH Hedge Fund Activity: Q1 2019 in Review
249 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2019, worth a combined $2.25B — down 32% from $3.29B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new VGSH positions and 33 closed out — a net gain of 6 holders — while 92 added to existing stakes and 78 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $82.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $497M sold.
- 249 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2019, up from 247 in Q4 2018.
- Funds reported $2.25B of Vanguard Short-Term Treasury ETF stock for Q1 2019, down 32% quarter-over-quarter.
- 39 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2019 and 33 closed out, a net change of +6 holders.
- The largest Vanguard Short-Term Treasury ETF buyer in Q1 2019 was Valmark Advisers, an estimated $82.6M added.
- The largest Vanguard Short-Term Treasury ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $497M sold.
Based on aggregated 13F filings for Q1 2019.