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Vanguard Short-Term Treasury ETF

247 hedge funds and large institutions have $2.75B invested in Vanguard Short-Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $2.25B → $2.75B (+$503M)

18% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 77

7% more ownership

Funds ownership: 45.99%52.99% (+7%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% less funds holding

Funds holding: 249247 (-2)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $48K

Holders
247
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
5.36%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.54%
New
34
Increased
91
Reduced
77
Closed
32
Calls
Puts
$48K
Net Calls
-$48K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$489M +$25.2M +416,792 +5%
State Street
2
State Street
Massachusetts
$457M +$454M +7,500,000 New
Morgan Stanley
3
Morgan Stanley
New York
$151M -$16.8M -276,911 -10%
VA
4
Valmark Advisers
Ohio
$129M -$369K -6,100 -0.3%
TA
5
Tiedemann Advisors
New York
$104M +$91.4M +1,511,349 +794%
ECM
6
ETrade Capital Management
Virginia
$82M +$21.1M +348,178 +35%
AA
7
Alta Advisers
United Kingdom
$66.3M
RJA
8
Raymond James & Associates
Florida
$65.7M +$1.8M +29,746 +3%
IA
9
IndexIQ Advisors
New York
$59.3M -$4.51M -74,581 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$57M +$11.4M +187,899 +25%
Wells Fargo
11
Wells Fargo
California
$44.5M -$240K -3,964 -0.5%
MIH
12
Madison Investment Holdings
Wisconsin
$42.2M +$6.17M +102,001 +17%
BFPW
13
BOK Financial Private Wealth
Colorado
$42M -$10.7M -176,849 -20%
LPL Financial
14
LPL Financial
California
$40.5M +$3.09M +51,145 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$40.3M +$27M +446,363 +208%
PPW
16
Pasadena Private Wealth
California
$37.7M +$37.2M +614,049 +11,271%
M&T Bank
17
M&T Bank
New York
$35.6M -$3.23M -53,371 -8%
AWM
18
AE Wealth Management
Kansas
$34.7M +$23.7M +391,136 +219%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$34.2M +$25.8M +425,887 +315%
Goldman Sachs
20
Goldman Sachs
New York
$34.2M -$4.36M -72,051 -11%
SS
21
Simplicity Solutions
Minnesota
$34.1M +$22.7M +374,716 +203%
UBS Group
22
UBS Group
Switzerland
$30.4M +$12.4M +204,304 +69%
HW
23
Hancock Whitney
Mississippi
$28.2M +$684K +11,297 +3%
ERIM
24
Eagle Ridge Investment Management
Connecticut
$27.8M +$931K +15,390 +3%
QFA
25
Quattro Financial Advisors
Texas
$27.6M +$27.5M +454,353 New