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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 %
TI
251
Tidal Investments
Wisconsin
$5.23M +$5.23M +90,759 New
LFAS
252
Level Four Advisory Services
Texas
$5.17M +$2.84M +49,293 +122%
Bank of New York Mellon
253
Bank of New York Mellon
New York
$5.15M -$2.38M -41,347 -32%
SPIA
254
Strategic Point Investment Advisors
Rhode Island
$5.14M +$20.9K +363 +0.4%
LFS
255
Lutz Financial Services
Nebraska
$5.12M -$1.2M -20,908 -19%
MCM
256
McDonough Capital Management
Florida
$5.09M -$292K -5,067 -5%
AFG
257
Altiora Financial Group
Ohio
$5.08M +$1.25M +21,619 +33%
LWM
258
Laidlaw Wealth Management
New York
$5.04M -$556K -9,645 -10%
CM
259
Columbus Macro
Pennsylvania
$4.94M -$4.95M -85,957 -50%
OC
260
Oppenheimer & Co
New York
$4.9M -$67.2K -1,167 -1%
BEI
261
Benjamin Edwards Inc
Missouri
$4.89M -$1.62M -28,153 -25%
RC
262
Roundview Capital
New Jersey
$4.83M -$386K -6,702 -7%
SFS
263
Sowell Financial Services
Arkansas
$4.82M +$1.57M +27,212 +48%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$4.81M +$49.7K +863 +1%
EFG
265
Ethos Financial Group
Pennsylvania
$4.75M -$2.36M -40,979 -33%
IAN
266
Integrated Advisors Network
Texas
$4.63M +$2.7M +46,918 +140%
JCM
267
Jacobsen Capital Management
Utah
$4.62M -$431K -7,481 -9%
TPCW
268
TD Private Client Wealth
New York
$4.58M +$1.75M +30,336 +62%
ATPW
269
Ashton Thomas Private Wealth
Arizona
$4.49M -$636K -11,042 -12%
SC
270
Scotia Capital
Ontario, Canada
$4.45M +$1.15M +19,894 +35%
SPIO
271
Seven Post Investment Office
California
$4.42M +$508K +8,814 +13%
WP
272
WealthShield Partners
North Carolina
$4.4M +$2.74M +47,569 +165%
RWA
273
Redhawk Wealth Advisors
Minnesota
$4.36M -$303K -5,262 -7%
SGCA
274
Steel Grove Capital Advisors
Tennessee
$4.36M -$167K -2,892 -4%
TFA
275
Transamerica Financial Advisors
Florida
$4.36M -$302K -5,238 -6%
9 10
11
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