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Vanguard Short-Term Treasury ETF

799 hedge funds and large institutions have $15.5B invested in Vanguard Short-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 331 increasing their positions, 262 reducing their positions, and 56 closing their positions.

Holders
799
Holders Change
+40
Holders Change %
+5.27%
% of All Funds
12.6%
Holding in Top 10
117
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.68%
% of All Funds
1.85%
New
103
Increased
331
Reduced
262
Closed
56
Calls
$5.07M
Puts
$2.74M
Net Calls
+$2.33M
Net Calls Change
-$4.65M
Name Market Value Shares Shares
Change
Shares
Change %
RWA
251
Rooted Wealth Advisors
Illinois
$5.1M 88,585 +88,585 New
JCM
252
Jacobsen Capital Management
Utah
$5.06M 87,706 +1,585 +2%
FA
253
FDx Advisors
Illinois
$5.04M 87,376 -5,995 -6%
OC
254
Oppenheimer & Co
New York
$4.98M 86,273 +1,423 +2%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$4.77M 82,581 +23,283 +39%
AIM
256
Anchor Investment Management
South Carolina
$4.74M 82,160 +3,375 +4%
RWA
257
Redhawk Wealth Advisors
Minnesota
$4.67M 80,879 -86,865 -52%
SHWM
258
Smith & Howard Wealth Management
Georgia
$4.67M 80,849 -33,293 -29%
TFA
259
Transamerica Financial Advisors
Florida
$4.67M 80,833 +344 +0.4%
AI
260
Atria Investments
North Carolina
$4.55M 78,889 -648,174 -89%
SGCA
261
Steel Grove Capital Advisors
Tennessee
$4.53M 78,505 -8,402 -10%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$4.37M 75,451 -4,799 -6%
SW
263
Simplicity Wealth
New Jersey
$4.3M 74,435 +12,948 +21%
LFA
264
Landmark Financial Advisors
Kentucky
$4.22M 73,027 +132 +0.2%
AC
265
Apella Capital
Connecticut
$4.2M 72,783 +72,783 New
NWM
266
NEIRG Wealth Management
Massachusetts
$4.19M 72,653 -19,246 -21%
HA
267
HC Advisors
Georgia
$4.15M 71,925 +12,075 +20%
BFO
268
Boston Family Office
Massachusetts
$4.15M 71,848 -1,789 -2%
T
269
TRUADVICE
Florida
$4.13M 71,542 -71,929 -50%
THL
270
Tillman Hartley LLC
Colorado
$4.11M 71,237 -561 -0.8%
EH
271
Equitable Holdings
New York
$4.02M 69,596 -299 -0.4%
ACP
272
Aveo Capital Partners
Colorado
$3.97M 68,814 +58,592 +573%
Northern Trust
273
Northern Trust
Illinois
$3.95M 68,457 +41,733 +156%
PWP
274
Principle Wealth Partners
Connecticut
$3.94M 68,312 -1,693 -2%
SPIO
275
Seven Post Investment Office
California
$3.92M 67,862 -20,339 -23%