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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 %
SW
276
Simplicity Wealth
New Jersey
$4.31M +$22.9K +398 +0.5%
LFA
277
Landmark Financial Advisors
Kentucky
$4.14M -$62.6K -1,086 -1%
WLIM
278
White Lighthouse Investment Management
Massachusetts
$4.06M +$232K +4,033 +6%
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$4M -$359K -6,214 -8%
KFG
280
Kingdom Financial Group
Arizona
$3.95M +$173K +3,007 +5%
THL
281
Tillman Hartley LLC
Colorado
$3.94M -$165K -2,871 -4%
BCM
282
Beaumont Capital Management
Massachusetts
$3.93M +$921K +15,990 +31%
VA
283
Vident Advisory
Georgia
$3.87M +$3.87M +67,186 New
SFA
284
Spectrum Financial Alliance
Kentucky
$3.86M +$3.86M +67,050 New
Deutsche Bank
285
Deutsche Bank
Germany
$3.82M – – –
BFO
286
Boston Family Office
Massachusetts
$3.78M -$362K -6,290 -9%
SMA
287
Sage Mountain Advisors
Georgia
$3.74M -$2.76M -47,857 -42%
WPWM
288
Windward Private Wealth Management
Kansas
$3.72M +$3.24M +56,264 +670%
TNBTD
289
Trustmark National Bank Trust Department
Mississippi
$3.69M -$4.07M -70,700 -52%
VFA
290
Valeo Financial Advisors
Indiana
$3.69M -$74.1K -1,287 -2%
VFA
291
Values First Advisors
Tennessee
$3.66M -$34.8K -604 -0.9%
IA
292
IFP Advisors
Florida
$3.61M +$36.6K +635 +1%
HA
293
HC Advisors
Georgia
$3.6M -$541K -9,400 -13%
T
294
TRUADVICE
Florida
$3.58M -$535K -9,303 -13%
CBC
295
Coombe, Bender & Co
New York
$3.49M +$201K +3,486 +6%
Luther King Capital Management (LKCM)
296
Luther King Capital Management (LKCM)
Texas
$3.48M -$3.49M – –
STA
297
Summit Trail Advisors
New York
$3.47M -$16.6M -287,918 -83%
FCT
298
Family Capital Trust
Massachusetts
$3.45M +$74K +1,285 +2%
SHWM
299
Smith & Howard Wealth Management
Georgia
$3.45M -$1.21M -20,987 -26%
MAM
300
Marotta Asset Management
Virginia
$3.45M -$138K -2,402 -4%
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