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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
SIA
301
Sage Investment Advisers
New York
$2.94M +$2.92M +50,260 New
SPIA
302
Strategic Point Investment Advisors
Rhode Island
$2.89M +$10.7K +185 +0.4%
TGAM
303
TBH Global Asset Management
Tennessee
$2.88M +$2.86M +49,227 New
Millennium Management
304
Millennium Management
New York
$2.86M +$2.42M +41,674 +585%
AAS
305
Avantax Advisory Services
Texas
$2.86M +$774K +13,328 +38%
SCP
306
Seizert Capital Partners
Michigan
$2.84M -$326K -5,620 -10%
FAIM
307
Financial Advocates Investment Management
Washington
$2.82M -$162K -2,798 -5%
EWM
308
Executive Wealth Management
Michigan
$2.82M -$471K -8,119 -14%
MA
309
Marshfield Associates
District of Columbia
$2.82M -$496K -8,550 -15%
HWAM
310
Hennion & Walsh Asset Management
New Jersey
$2.77M -$419K -7,215 -13%
V
311
ViaWealth
Kansas
$2.76M +$473K +8,151 +21%
FAT
312
First American Trust
California
$2.75M +$1.66M +28,599 +155%
BCM
313
Beaumont Capital Management
Massachusetts
$2.72M +$16.7K +287 +0.6%
SPC
314
Sigma Planning Corp
Michigan
$2.72M +$675K +11,622 +33%
BRWA
315
B. Riley Wealth Advisors
Florida
$2.64M -$1.56M -26,795 -37%
SSW
316
Smith Shellnut Wilson
Mississippi
$2.63M
TFA
317
TPG Financial Advisors
Oregon
$2.62M +$421K +7,247 +19%
FMWA
318
Forvis Mazars Wealth Advisors
Missouri
$2.59M -$260K -4,478 -9%
HL
319
HeadInvest LLC
Maine
$2.59M -$162K -2,785 -6%
TPW
320
Transatlantique Private Wealth
New York
$2.58M +$37.7K +649 +1%
TPCW
321
TD Private Client Wealth
New York
$2.58M +$54.8K +943 +2%
GLLW
322
Graves Light Lenhart Wealth
Virginia
$2.57M +$10.8K +186 +0.4%
IFWM
323
Institute for Wealth Management
Colorado
$2.53M -$47.4K -816 -2%
HDIM
324
Hanson & Doremus Investment Management
Vermont
$2.52M +$138K +2,370 +6%
MPW
325
MGO Private Wealth
California
$2.52M +$2.01M +34,543 +406%

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.