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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

804 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, 311 increasing their positions, 303 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+5
Holders Change %
+0.63%
% of All Funds
12.82%
Holding in Top 10
123
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.13%
% of All Funds
1.96%
New
92
Increased
311
Reduced
303
Closed
79
Calls
$9.58M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24B
2
NL
NEPC LLC
Massachusetts
$110M
3
Northern Trust
Northern Trust
Illinois
$88.8M
4
CAI
Capital Advisors Inc
Oklahoma
$69.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$231M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$227M
2
Wells Fargo
Wells Fargo
California
$333M
3
Morgan Stanley
Morgan Stanley
New York
$1.08B
4
Citigroup
Citigroup
New York
$17M
5
WL
WIT LLC
District of Columbia
$930M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
226
Rockingstone Advisors
Massachusetts
$6.27M +$713K +12,375 +13%
BIAS
227
Beacon Investment Advisory Services
New Jersey
$6.2M +$117K +2,039 +2%
SW
228
Signify Wealth
Missouri
$6.18M +$6.18M +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 +$6.03M +104,741 New
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$5.94M +$5.94M +103,209 New
SIM
236
Studio Investment Management
Illinois
$5.92M +$85.5K +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 +$5.72M +99,389 New
IWC
240
Integrated Wealth Concepts
Massachusetts
$5.71M +$2.18M +37,885 +62%
GS
241
GTS Securities
New York
$5.64M +$4.64M +80,620 +465%
CWA
242
CJM Wealth Advisers
Virginia
$5.63M -$573K -9,944 -9%
WP
243
WMS Partners
Maryland
$5.61M -$2.83M -49,183 -34%
BWM
244
Biltmore Wealth Management
Arizona
$5.6M +$5.6M +97,141 New
HKIM
245
Hayek Kallen Investment Management
Alabama
$5.6M -$448K -7,774 -7%
EWM
246
Elmwood Wealth Management
California
$5.47M +$1.76M +30,565 +47%
AFP
247
Ausdal Financial Partners
Iowa
$5.46M +$64.7K +1,124 +1%
SFM
248
Signet Financial Management
New Jersey
$5.31M -$229K -3,968 -4%
SWM
249
SigFig Wealth Management
California
$5.27M -$4.28M -74,239 -45%
WT
250
Whittier Trust
California
$5.27M -$7.2K -125 -0.1%
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