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Vanguard Short-Term Treasury ETF

763 hedge funds and large institutions have $13.4B invested in Vanguard Short-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 325 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $8.67M | Put options by funds: $1.69M

75% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 63

38% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 235

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.06B)

4% more funds holding in top 10

Funds holding in top 10: 115120 (+5)

4% more funds holding

Funds holding: 732763 (+31)

0.56% more ownership

Funds ownership: 60.78%61.34% (+0.56%)

Holders
763
Holders Change
+31
Holders Change %
+4.23%
% of All Funds
12.16%
Holding in Top 10
120
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.35%
% of All Funds
1.91%
New
110
Increased
325
Reduced
235
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$6.15M +$98.1K +1,690 +2%
MC
227
Middleton & Co
Massachusetts
$6.13M +$845K +14,557 +16%
TB
228
Treynor Bancshares
Iowa
$5.98M +$600K +10,335 +11%
TAM
229
Titleist Asset Management
Texas
$5.91M +$5.86M +100,895 New
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$5.85M -$3.41M -58,666 -37%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$5.85M +$5.25M +90,392 +956%
EPA
232
Element Pointe Advisors
Florida
$5.73M +$2.68M +46,096 +89%
SFM
233
Signet Financial Management
New Jersey
$5.71M -$1.82M -31,329 -24%
SIM
234
Studio Investment Management
Illinois
$5.7M +$57.5K +990 +1%
LWM
235
Laidlaw Wealth Management
New York
$5.66M +$1.1M +18,979 +24%
Corient Private Wealth
236
Corient Private Wealth
Florida
$5.64M +$3.33M +57,302 +147%
MCM
237
McDonough Capital Management
Florida
$5.54M -$83.4K -1,437 -1%
FA
238
FDx Advisors
Illinois
$5.4M
NWM
239
NEIRG Wealth Management
Massachusetts
$5.38M +$1.67M +28,742 +46%
CGL
240
Clarius Group LLC
Washington
$5.36M
RC
241
Roundview Capital
New Jersey
$5.28M -$1.45M -25,031 -22%
SPIO
242
Seven Post Investment Office
California
$5.16M -$101K -1,731 -2%
BFEC
243
Benjamin F. Edwards & Company
Missouri
$5.16M -$17.1K -295 -0.3%
Invesco
244
Invesco
Georgia
$5.14M +$3.71M +63,832 +265%
ATPW
245
Ashton Thomas Private Wealth
Arizona
$5.11M +$1.81M +31,210 +56%
SGCA
246
Steel Grove Capital Advisors
Tennessee
$5.09M -$380K -6,552 -7%
JCM
247
Jacobsen Capital Management
Utah
$5.04M -$1.88M -32,465 -27%
OC
248
Oppenheimer & Co
New York
$4.97M +$343K +5,911 +7%
BAM
249
Belpointe Asset Management
Nevada
$4.94M +$1.48M +25,541 +43%
USAA
250
United Services Automobile Association
Texas
$4.79M +$532K +9,164 +13%

VGSH Hedge Fund Activity: Q1 2023 in Review

763 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2023, worth a combined $13.4B — up 8.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new VGSH positions and 63 closed out — a net gain of 47 holders — while 325 added to existing stakes and 235 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $147M. The largest seller was UBS Group, cutting an estimated $84.1M.

  • 763 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2023, up from 732 in Q4 2022.
  • Funds reported $13.4B of Vanguard Short-Term Treasury ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 110 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2023 and 63 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2023 was UBS Group, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2023.