We are live on ! Find out more
VGSH icon

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
Lido Advisors
276
Lido Advisors
California
$3.66M -$544K -9,366 -13%
ACA
277
Aptus Capital Advisors
Alabama
$3.63M -$1.58M -27,275 -31%
SW
278
Simplicity Wealth
New Jersey
$3.6M +$850K +14,635 +31%
SAM
279
Secure Asset Management
Michigan
$3.54M +$233K +4,009 +7%
AWM
280
Axxcess Wealth Management
California
$3.53M +$232K +3,988 +7%
HA
281
HC Advisors
Georgia
$3.5M +$150K +2,580 +5%
UI
282
Unconventional Investor
New Hampshire
$3.48M +$46.9K +807 +1%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$3.47M +$295K +5,080 +9%
VFA
284
Valeo Financial Advisors
Indiana
$3.34M +$211K +3,634 +7%
FCT
285
Family Capital Trust
Massachusetts
$3.31M +$3.29M +56,618 New
BWM
286
Birchcreek Wealth Management
Ohio
$3.23M +$324K +5,587 +11%
CAAS
287
Capital Asset Advisory Services
Michigan
$3.21M +$32.5K +559 +1%
TFA
288
Teamwork Financial Advisors
Texas
$3.21M +$3.18M +54,832 New
Vanguard Group
289
Vanguard Group
Pennsylvania
$3.21M +$3.18M +54,761 New
CANC
290
Culbertson A N & Co
Virginia
$3.15M +$538K +9,265 +21%
Betterment LLC
291
Betterment LLC
New York
$3.12M -$141K -2,433 -4%
RA
292
Rockingstone Advisors
Massachusetts
$3.12M +$3.09M +53,230 New
AFG
293
Altiora Financial Group
Ohio
$3.08M +$110K +1,894 +4%
AllianceBernstein
294
AllianceBernstein
Tennessee
$3.07M +$15.4K +266 +0.5%
BL
295
Balentine LLC
Georgia
$3.03M -$69.2K -1,191 -2%
CBC
296
Coombe, Bender & Co
New York
$3.03M +$1.77M +30,438 +143%
TCWM
297
Total Clarity Wealth Management
Illinois
$3.03M +$3M +51,713 New
DT
298
Diversified Trust
Tennessee
$3.02M +$50.3K +866 +2%
ECM
299
Evergreen Capital Management
Washington
$2.98M -$14.5K -250 -0.5%
GCA
300
Greenwood Capital Associates
South Carolina
$2.96M +$2.94M +50,640 New

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.