We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF

808 hedge funds and large institutions have $15.7B invested in Vanguard Short-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 313 increasing their positions, 304 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 79

5% more funds holding in top 10

Funds holding in top 10: 118124 (+6)

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 304

1% more capital invested

Capital invested by funds: $15.5B → $15.7B (+$229M)

0.78% more ownership

Funds ownership: 65.09%65.87% (+0.78%)

1% more funds holding

Funds holding: 803808 (+5)

21% less call options, than puts

Call options by funds: $9.57M | Put options by funds: $12.1M

Holders
808
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
12.82%
Holding in Top 10
124
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.08%
% of All Funds
1.97%
New
92
Increased
313
Reduced
304
Closed
79
Calls
$9.57M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Rockingstone Advisors
Massachusetts
$6.27M +$713K +12,375 +13%
BIAS
227
Beacon Investment Advisory Services
New Jersey
$6.2M +$118K +2,039 +2%
SW
228
Signify Wealth
Missouri
$6.18M +$6.19M +107,322 New
AWM
229
Axxcess Wealth Management
California
$6.12M +$2.82M +48,998 +86%
MA
230
Mosaic Advisors
Texas
$6.11M -$555K -9,628 -8%
CCA
231
Cravens & Co Advisors
Tennessee
$6.1M +$2.42K +42 +0%
DI
232
Disciplined Investments
Oklahoma
$6.08M -$114K -1,982 -2%
Renaissance Technologies
233
Renaissance Technologies
New York
$6.05M +$6.05M +105,000 New
FTUS
234
Flow Traders U.S.
New York
$6.03M +$6.04M +104,741 New
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$5.94M +$5.95M +103,209 New
SIM
236
Studio Investment Management
Illinois
$5.92M +$85.6K +1,485 +1%
RW
237
REDW Wealth
New Mexico
$5.87M -$1.14M -19,801 -16%
RSWM
238
Robertson Stephens Wealth Management
California
$5.78M +$3.97M +68,969 +219%
BCP
239
Blackhawk Capital Partners
Wisconsin
$5.72M +$5.73M +99,389 New
IWC
240
Integrated Wealth Concepts
Massachusetts
$5.71M +$2.18M +37,885 +62%
GS
241
GTS Securities
New York
$5.64M +$4.65M +80,620 +465%
BFS
242
Beacon Financial Strategies
North Carolina
$5.64M +$988K +17,146 +21%
CWA
243
CJM Wealth Advisers
Virginia
$5.63M -$573K -9,944 -9%
WP
244
WMS Partners
Maryland
$5.61M -$2.83M -49,183 -34%
BWM
245
Biltmore Wealth Management
Arizona
$5.6M +$5.6M +97,141 New
HKIM
246
Hayek Kallen Investment Management
Alabama
$5.59M -$448K -7,774 -7%
EWM
247
Elmwood Wealth Management
California
$5.47M +$1.76M +30,565 +47%
AFP
248
Ausdal Financial Partners
Iowa
$5.46M +$64.8K +1,124 +1%
SFM
249
Signet Financial Management
New Jersey
$5.31M -$229K -3,968 -4%
SWM
250
SigFig Wealth Management
California
$5.27M -$4.28M -74,239 -45%

VGSH Hedge Fund Activity: Q3 2023 in Review

808 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2023, worth a combined $15.7B — up 1.5% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VGSH positions and 79 closed out — a net gain of 13 holders — while 313 added to existing stakes and 304 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $456M. The largest seller was SCS Capital Management, cutting an estimated $193M.

  • 808 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2023, up from 803 in Q2 2023.
  • Funds reported $15.7B of Vanguard Short-Term Treasury ETF stock for Q3 2023, up 1.5% quarter-over-quarter.
  • 92 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2023 and 79 closed out, a net change of +13 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $456M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2023 was SCS Capital Management, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2023.