We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF

808 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, 313 increasing their positions, 304 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 79

5% more funds holding in top 10

Funds holding in top 10: 118124 (+6)

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 304

1% more capital invested

Capital invested by funds: $15.5B → $15.7B (+$229M)

0.78% more ownership

Funds ownership: 65.09%65.87% (+0.78%)

1% more funds holding

Funds holding: 803808 (+5)

21% less call options, than puts

Call options by funds: $9.57M | Put options by funds: $12.1M

Holders
808
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
12.82%
Holding in Top 10
124
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.08%
% of All Funds
1.97%
New
92
Increased
313
Reduced
304
Closed
79
Calls
$9.57M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
276
Transamerica Financial Advisors
Florida
$4.36M -$302K -5,238 -6%
SW
277
Simplicity Wealth
New Jersey
$4.31M +$22.9K +398 +0.5%
LFA
278
Landmark Financial Advisors
Kentucky
$4.14M -$62.6K -1,086 -1%
WLIM
279
White Lighthouse Investment Management
Massachusetts
$4.06M +$232K +4,033 +6%
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$4M -$358K -6,214 -8%
KFG
281
Kingdom Financial Group
Arizona
$3.95M +$173K +3,007 +5%
THL
282
Tillman Hartley LLC
Colorado
$3.94M -$165K -2,871 -4%
BCM
283
Beaumont Capital Management
Massachusetts
$3.93M +$922K +15,990 +31%
VA
284
Vident Advisory
Georgia
$3.87M +$3.87M +67,186 New
SFA
285
Spectrum Financial Alliance
Kentucky
$3.86M +$3.86M +67,050 New
Deutsche Bank
286
Deutsche Bank
Germany
$3.82M
BFO
287
Boston Family Office
Massachusetts
$3.78M -$363K -6,290 -9%
SMA
288
Sage Mountain Advisors
Georgia
$3.74M -$2.76M -47,857 -42%
WPWM
289
Windward Private Wealth Management
Kansas
$3.72M +$3.24M +56,264 +670%
TNBTD
290
Trustmark National Bank Trust Department
Mississippi
$3.69M -$4.07M -70,700 -52%
VFA
291
Valeo Financial Advisors
Indiana
$3.69M -$74.2K -1,287 -2%
VFA
292
Values First Advisors
Tennessee
$3.66M -$34.8K -604 -0.9%
IA
293
IFP Advisors
Florida
$3.61M +$36.6K +635 +1%
HA
294
HC Advisors
Georgia
$3.6M -$542K -9,400 -13%
T
295
TRUADVICE
Florida
$3.58M -$536K -9,303 -13%
CBC
296
Coombe, Bender & Co
New York
$3.49M +$201K +3,486 +6%
Luther King Capital Management (LKCM)
297
Luther King Capital Management (LKCM)
Texas
$3.48M
STA
298
Summit Trail Advisors
New York
$3.47M -$16.6M -287,918 -83%
FCT
299
Family Capital Trust
Massachusetts
$3.45M +$74.1K +1,285 +2%
SHWM
300
Smith & Howard Wealth Management
Georgia
$3.45M -$1.21M -20,987 -26%

VGSH Hedge Fund Activity: Q3 2023 in Review

808 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2023, worth a combined $15.7B — up 1.5% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VGSH positions and 79 closed out — a net gain of 13 holders — while 313 added to existing stakes and 304 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $456M. The largest seller was SCS Capital Management, cutting an estimated $193M.

  • 808 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2023, up from 803 in Q2 2023.
  • Funds reported $15.7B of Vanguard Short-Term Treasury ETF stock for Q3 2023, up 1.5% quarter-over-quarter.
  • 92 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2023 and 79 closed out, a net change of +13 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $456M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2023 was SCS Capital Management, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2023.