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Vanguard Short-Term Treasury ETF

803 hedge funds and large institutions have $15.5B invested in Vanguard Short-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $2.74M

82% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 57

25% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 264

16% more capital invested

Capital invested by funds: $13.4B → $15.5B (+$2.15B)

5% more funds holding

Funds holding: 763803 (+40)

3.75% more ownership

Funds ownership: 61.34%65.09% (+3.8%)

2% less funds holding in top 10

Funds holding in top 10: 120118 (-2)

Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
12.61%
Holding in Top 10
118
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.67%
% of All Funds
1.85%
New
104
Increased
331
Reduced
264
Closed
57
Calls
$5.07M
Puts
$2.74M
Net Calls
+$2.33M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
301
Column Capital Advisors
Indiana
$3.22M +$1.19M +20,504 +58%
BAM
302
Belpointe Asset Management
Nevada
$3.1M -$1.79M -30,701 -36%
KA
303
Kovack Advisors
Florida
$3.03M -$899K -15,448 -23%
CANC
304
Culbertson A N & Co
Virginia
$3.02M -$87.3K -1,500 -3%
BCM
305
Beaumont Capital Management
Massachusetts
$3.02M +$332K +5,702 +12%
HWAM
306
Hennion & Walsh Asset Management
New Jersey
$3.01M +$277K +4,756 +10%
BL
307
Balentine LLC
Georgia
$3M +$5.94K +102 +0.2%
GCA
308
Greenwood Capital Associates
South Carolina
$2.97M +$43.7K +751 +1%
TSS
309
Two Sigma Securities
New York
$2.96M +$2.98M +51,221 New
CAAS
310
Capital Asset Advisory Services
Michigan
$2.94M -$231K -3,966 -7%
Lido Advisors
311
Lido Advisors
California
$2.93M -$690K -11,849 -19%
JHCP
312
Jackson Hole Capital Partners
Oklahoma
$2.91M +$933K +16,030 +47%
TPCW
313
TD Private Client Wealth
New York
$2.84M +$305K +5,237 +12%
FPAS
314
Focus Partners Advisor Solutions
Missouri
$2.84M +$1.23M +21,054 +75%
SCP
315
Seizert Capital Partners
Michigan
$2.81M -$2.83M -48,585 Closed
MA
316
Mutual Advisors
Nebraska
$2.81M +$1.97M +33,877 +229%
ECM
317
Evergreen Capital Management
Washington
$2.77M -$165K -2,835 -6%
FFA
318
Fortune Financial Advisors
Kansas
$2.76M +$2.78M +47,801 New
SIA
319
Sage Investment Advisers
New York
$2.76M -$145K -2,484 -5%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$2.75M +$613K +10,536 +28%
FMWA
321
Forvis Mazars Wealth Advisors
Missouri
$2.72M +$162K +2,790 +6%
V
322
ViaWealth
Kansas
$2.7M -$20.3K -348 -0.7%
UWPG
323
Ullmann Wealth Partners Group
Florida
$2.7M +$2.73M +46,826 New
FAIM
324
Financial Advocates Investment Management
Washington
$2.7M -$84.5K -1,452 -3%
HDIM
325
Hanson & Doremus Investment Management
Vermont
$2.68M +$188K +3,228 +7%

VGSH Hedge Fund Activity: Q2 2023 in Review

803 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2023, worth a combined $15.5B — up 16% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VGSH positions and 57 closed out — a net gain of 47 holders — while 331 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.56B. The largest seller was Baird Financial Group, cutting an estimated $88.6M.

  • 803 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2023, up from 763 in Q1 2023.
  • Funds reported $15.5B of Vanguard Short-Term Treasury ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 104 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2023 and 57 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $1.56B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2023 was Baird Financial Group, an estimated $88.6M sold.

Based on aggregated 13F filings for Q2 2023.