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Vanguard Short-Term Treasury ETF

728 hedge funds and large institutions have $12.3B invested in Vanguard Short-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 264 increasing their positions, 218 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+76
Holders Change %
+11.66%
% of All Funds
11.75%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
1.84%
New
164
Increased
264
Reduced
218
Closed
74
Calls
$4.96M
Puts
$556K
Net Calls
+$4.4M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CGL
226
Clarius Group LLC
Washington
$5.3M +$5.3M +91,577 New
MC
227
Middleton & Co
Massachusetts
$5.21M -$947K -16,375 -15%
SPIO
228
Seven Post Investment Office
California
$5.2M +$5.2M +89,932 New
ACA
229
Aptus Capital Advisors
Alabama
$5.16M +$425K +7,342 +9%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$5.11M +$25.8K +446 +0.5%
NWM
231
Northwest Wealth Management
Iowa
$5.04M +$3.53M +61,094 +235%
CWM
232
Centurion Wealth Management
Virginia
$4.99M +$4.99M +86,287 New
WT
233
Whittier Trust
California
$4.84M -$821K -14,194 -15%
BCP
234
Blackhawk Capital Partners
Wisconsin
$4.78M -$48.5K -839 -1%
BFO
235
Boston Family Office
Massachusetts
$4.6M +$960K +16,610 +26%
STA
236
Summit Trail Advisors
New York
$4.59M +$4.59M +79,405 New
AIM
237
Anchor Investment Management
South Carolina
$4.58M +$162K +2,800 +4%
OC
238
Oppenheimer & Co
New York
$4.56M +$270K +4,667 +6%
ICG
239
InterOcean Capital Group
Tennessee
$4.55M +$4.55M +78,755 New
SC
240
Scotia Capital
Ontario, Canada
$4.54M -$820K -14,175 -15%
LWM
241
Laidlaw Wealth Management
New York
$4.49M -$220K -3,800 -5%
THL
242
Tillman Hartley LLC
Colorado
$4.4M +$4.4M +76,051 New
WLIM
243
White Lighthouse Investment Management
Massachusetts
$4.39M -$167K -2,884 -4%
OPS
244
Orion Portfolio Solutions
Nebraska
$4.34M +$413K +7,141 +11%
GP
245
Girard Partners
Pennsylvania
$4.3M +$434K +7,512 +11%
LFA
246
Landmark Financial Advisors
Kentucky
$4.2M -$326K -5,636 -7%
USAA
247
United Services Automobile Association
Texas
$4.2M -$1.19M -20,545 -22%
EF
248
Empowered Funds
Pennsylvania
$4.18M -$442K -7,648 -10%
Lido Advisors
249
Lido Advisors
California
$4.16M -$1.36M -23,446 -25%
BRWA
250
B. Riley Wealth Advisors
Florida
$4.15M +$255K +4,416 +7%