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Vanguard Short-Term Treasury ETF

850 hedge funds and large institutions have $15.7B invested in Vanguard Short-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 298 increasing their positions, 325 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+46
Holders Change %
+5.72%
% of All Funds
12.46%
Holding in Top 10
112
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.94%
% of All Funds
1.64%
New
132
Increased
298
Reduced
325
Closed
74
Calls
$11.1M
Puts
$12.2M
Net Calls
-$1.16M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
251
McIlrath & Eck
Washington
$4.6M +$4.57M +78,305 +13,073%
PPW
252
Pasadena Private Wealth
California
$4.54M +$1.5M +25,707 +49%
AIM
253
Anchor Investment Management
South Carolina
$4.54M +$1.19M +20,402 +36%
VFG
254
Valley Financial Group
Pennsylvania
$4.53M +$4.53M +77,714 New
LFAS
255
Level Four Advisory Services
Texas
$4.48M -$759K -13,008 -14%
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$4.44M -$2.89M -49,476 -39%
TIM
257
Triad Investment Management
California
$4.37M +$2.39M +40,974 +121%
OC
258
Oppenheimer & Co
New York
$4.36M -$603K -10,330 -12%
SC
259
Scotia Capital
Ontario, Canada
$4.36M -$149K -2,551 -3%
HC
260
Hara Capital
Washington
$4.31M +$4.31M +73,904 New
ATPW
261
Ashton Thomas Private Wealth
Arizona
$4.29M -$249K -4,263 -5%
VFA
262
Valeo Financial Advisors
Indiana
$4.27M +$527K +9,033 +14%
VFA
263
Values First Advisors
Tennessee
$4.25M +$546K +9,369 +15%
BFO
264
Boston Family Office
Massachusetts
$4.23M +$409K +7,018 +11%
SW
265
Simplicity Wealth
New Jersey
$4.21M -$158K -2,715 -4%
RWA
266
Redhawk Wealth Advisors
Minnesota
$4.13M -$282K -4,840 -6%
MCM
267
McDonough Capital Management
Florida
$4.11M -$1.05M -17,957 -20%
SFA
268
Spectrum Financial Alliance
Kentucky
$4.05M +$141K +2,411 +4%
MWM
269
Meridian Wealth Management
Kentucky
$4.04M +$4.04M +69,297 New
THL
270
Tillman Hartley LLC
Colorado
$4.02M +$33.4K +573 +0.8%
HKIM
271
Hayek Kallen Investment Management
Alabama
$4.01M -$1.65M -28,344 -29%
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$3.99M -$51.3K -880 -1%
IAN
273
Integrated Advisors Network
Texas
$3.99M -$703K -12,048 -15%
LFA
274
Landmark Financial Advisors
Kentucky
$3.96M -$235K -4,022 -6%
WLIM
275
White Lighthouse Investment Management
Massachusetts
$3.91M -$199K -3,411 -5%