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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

759 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, 232 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
12.15%
Holding in Top 10
119
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.39%
% of All Funds
1.9%
New
110
Increased
325
Reduced
232
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$148M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$140M
3
Morgan Stanley
Morgan Stanley
New York
+$91.9M
4
MFG
Merit Financial Group
Georgia
+$86.4M
5
FIA
Foundations Investment Advisors
Arizona
+$86.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$84.8M
2
CAM
Cresset Asset Management
Illinois
-$80.2M
3
EPM
Elm Partners Management
Pennsylvania
-$72.9M
4
Ameriprise
Ameriprise
Minnesota
-$72.7M
5
MWM
Mission Wealth Management
California
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
301
Strategic Point Investment Advisors
Rhode Island
$2.89M +$10.8K +185 +0.4%
TGAM
302
TBH Global Asset Management
Tennessee
$2.88M +$2.88M +49,227 New
Millennium Management
303
Millennium Management
New York
$2.86M +$2.44M +41,674 +585%
AAS
304
Avantax Advisory Services
Texas
$2.86M +$780K +13,328 +38%
SCP
305
Seizert Capital Partners
Michigan
$2.84M -$329K -5,620 -10%
FAIM
306
Financial Advocates Investment Management
Washington
$2.82M -$164K -2,798 -5%
EWM
307
Executive Wealth Management
Michigan
$2.82M -$475K -8,119 -14%
MA
308
Marshfield Associates
District of Columbia
$2.82M -$501K -8,550 -15%
HWAM
309
Hennion & Walsh Asset Management
New Jersey
$2.77M -$422K -7,215 -13%
V
310
ViaWealth
Kansas
$2.76M +$477K +8,151 +21%
FAT
311
First American Trust
California
$2.76M +$1.67M +28,599 +155%
BCM
312
Beaumont Capital Management
Massachusetts
$2.72M +$16.8K +287 +0.6%
SPC
313
Sigma Planning Corp
Michigan
$2.72M +$680K +11,622 +33%
BRWA
314
B. Riley Wealth Advisors
Florida
$2.64M -$1.57M -26,795 -37%
SSW
315
Smith Shellnut Wilson
Mississippi
$2.63M – – –
TFA
316
TPG Financial Advisors
Oregon
$2.62M +$424K +7,247 +19%
FMWA
317
Forvis Mazars Wealth Advisors
Missouri
$2.59M -$262K -4,478 -9%
HL
318
HeadInvest LLC
Maine
$2.59M -$163K -2,785 -6%
TPW
319
Transatlantique Private Wealth
New York
$2.58M +$38K +649 +1%
TPCW
320
TD Private Client Wealth
New York
$2.58M +$55.2K +943 +2%
GLLW
321
Graves Light Lenhart Wealth
Virginia
$2.57M +$10.9K +186 +0.4%
IFWM
322
Institute for Wealth Management
Colorado
$2.53M -$47.8K -816 -2%
HDIM
323
Hanson & Doremus Investment Management
Vermont
$2.52M +$139K +2,370 +6%
MPW
324
MGO Private Wealth
California
$2.52M +$2.02M +34,543 +406%
CFGS
325
Concourse Financial Group Securities
Alabama
$2.5M -$3.63K -62 -0.1%
11 12
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