We are live on ! Find out more
VGSH icon

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
CFGS
326
Concourse Financial Group Securities
Alabama
$2.5M -$3.6K -62 -0.1%
RBC
327
Roble Belko & Company
Pennsylvania
$2.47M -$204K -3,521 -8%
PWM
328
Praetorian Wealth Management
California
$2.47M -$89.2K -1,537 -4%
TCOO
329
Trust Company of Oklahoma
Oklahoma
$2.39M +$1.04M +17,854 +78%
William Blair & Company
330
William Blair & Company
Illinois
$2.37M +$2.12M +36,495 +907%
RTL
331
Red Tortoise LLC
Georgia
$2.36M +$40.4K +695 +2%
AT
332
Arden Trust
Delaware
$2.35M +$204K +3,510 +10%
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$2.28M -$41.7K -718 -2%
GP
334
Girard Partners
Pennsylvania
$2.24M -$2.09M -36,027 -48%
CPA
335
Cardiff Park Advisors
California
$2.24M -$13.4K -231 -0.6%
HNB
336
Huntington National Bank
Ohio
$2.21M
CIBC World Market
337
CIBC World Market
Ontario, Canada
$2.18M +$4.88K +84 +0.2%
SP
338
Successful Portfolios
Florida
$2.17M +$148K +2,546 +7%
AFP
339
Ausdal Financial Partners
Iowa
$2.14M -$3.24M -55,762 -60%
Citadel Advisors
340
Citadel Advisors
Florida
$2.13M +$2.11M +36,338 New
CCA
341
Checchi Capital Advisers
California
$2.11M +$16.7K +287 +0.8%
BIP
342
Blueprint Investment Partners
North Carolina
$2.09M +$171K +2,938 +9%
LFP
343
Leeward Financial Partners
Washington
$2.08M +$191K +3,283 +10%
ODIJL
344
One Day In July LLC
Vermont
$2.08M -$8.77K -151 -0.4%
CCA
345
Column Capital Advisors
Indiana
$2.06M -$110K -1,903 -5%
WFAG
346
Wescott Financial Advisory Group
Pennsylvania
$2.04M +$155K +2,671 +8%
GFS
347
GYL Financial Synergies
Connecticut
$2.03M +$2.02M +34,739 New
TCWA
348
Ten Capital Wealth Advisors
Washington
$2.02M +$134K +2,306 +7%
JHCP
349
Jackson Hole Capital Partners
Oklahoma
$2.01M -$957K -16,478 -32%
HF
350
HRT Financial
New York
$1.97M +$1.95M +33,668 New

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.