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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
WT
251
Whittier Trust
California
$4.77M -$123K -2,125 -3%
BFS
252
Beacon Financial Strategies
North Carolina
$4.75M -$42.5K -732 -0.9%
JIP
253
Jaffetilchin Investment Partners
Florida
$4.71M -$9.94M -171,177 -68%
TFA
254
Transamerica Financial Advisors
Florida
$4.71M -$3.3M -56,884 -41%
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$4.7M +$1.13M +19,488 +32%
AIM
256
Anchor Investment Management
South Carolina
$4.61M -$25K -430 -0.5%
BCM
257
Brookstone Capital Management
Illinois
$4.54M +$1.33M +22,840 +41%
BFO
258
Boston Family Office
Massachusetts
$4.31M -$346K -5,960 -7%
WLIM
259
White Lighthouse Investment Management
Massachusetts
$4.27M -$170K -2,921 -4%
LFA
260
Landmark Financial Advisors
Kentucky
$4.27M +$10.6K +182 +0.3%
THL
261
Tillman Hartley LLC
Colorado
$4.2M -$247K -4,253 -6%
PWP
262
Principle Wealth Partners
Connecticut
$4.1M +$1.45M +24,913 +55%
EH
263
Equitable Holdings
New York
$4.09M +$259K +4,454 +7%
KA
264
Kovack Advisors
Florida
$3.97M +$260K +4,472 +7%
CPC
265
Consolidated Planning Corp
Georgia
$3.97M +$833K +14,345 +27%
ACM
266
AlphaStar Capital Management
North Carolina
$3.96M +$2M +34,522 +103%
RI
267
Ridgewood Investments
New Jersey
$3.95M +$3.48M +59,979 +792%
MPIA
268
Mountain Pacific Investment Advisers
Idaho
$3.93M
Deutsche Bank
269
Deutsche Bank
Germany
$3.89M
SC
270
Scotia Capital
Ontario, Canada
$3.75M -$842K -14,495 -18%
PJSIMP
271
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.75M +$343K +5,912 +10%
MIFH
272
Migdal Insurance & Financial Holdings
Israel
$3.74M +$2.89M +49,810 +353%
VFA
273
Values First Advisors
Tennessee
$3.67M +$24.7K +425 +0.7%
BFA
274
Beaumont Financial Advisors
Massachusetts
$3.67M -$327K -5,633 -8%
FT
275
Fiduciary Trust
Massachusetts
$3.66M -$529K -9,109 -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.