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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

804 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, 311 increasing their positions, 303 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+5
Holders Change %
+0.63%
% of All Funds
12.82%
Holding in Top 10
123
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.13%
% of All Funds
1.96%
New
92
Increased
311
Reduced
303
Closed
79
Calls
$9.58M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24B
2
NL
NEPC LLC
Massachusetts
$110M
3
Northern Trust
Northern Trust
Illinois
$88.8M
4
CAI
Capital Advisors Inc
Oklahoma
$69.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$231M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$227M
2
Wells Fargo
Wells Fargo
California
$333M
3
Morgan Stanley
Morgan Stanley
New York
$1.08B
4
Citigroup
Citigroup
New York
$17M
5
WL
WIT LLC
District of Columbia
$930M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
326
Fortune Financial Advisors
Kansas
$2.85M +$94.1K +1,634 +3%
HWAM
327
Hennion & Walsh Asset Management
New Jersey
$2.84M -$165K -2,857 -5%
Betterment LLC
328
Betterment LLC
New York
$2.8M +$394K +6,842 +16%
SCP
329
Seizert Capital Partners
Michigan
$2.79M +$2.79M +48,493 New
MFC
330
Mechanics Financial Corp
Ohio
$2.78M +$378K +6,566 +16%
API
331
Advisor Partners II
California
$2.77M +$2.77M +48,146 New
SMA
332
Seven Mile Advisory
New Jersey
$2.76M +$592K +10,281 +27%
SIA
333
Sage Investment Advisers
New York
$2.71M -$39.8K -691 -1%
ECM
334
Evergreen Capital Management
Washington
$2.69M -$82.4K -1,430 -3%
AAS
335
Avantax Advisory Services
Texas
$2.67M +$180K +3,132 +7%
TA
336
TrueWealth Advisors
Alabama
$2.67M +$26.5K +460 +1%
FPAS
337
Focus Partners Advisor Solutions
Missouri
$2.63M -$202K -3,510 -7%
TF
338
Trek Financial
Arizona
$2.53M -$4.72M -81,965 -65%
SWP
339
Stratos Wealth Partners
Ohio
$2.52M +$299K +5,192 +13%
PGFC
340
Peapack-Gladstone Financial Corp
New Jersey
$2.52M +$2.19M +37,955 +666%
ASN
341
Advisory Services Network
Georgia
$2.5M +$1.28M +22,195 +105%
MWM
342
Marietta Wealth Management
Georgia
$2.48M +$250K +4,333 +11%
AI
343
Atria Investments
North Carolina
$2.46M -$2.08M -36,132 -46%
BOSSRA
344
B.O.S.S. Retirement Advisors
Utah
$2.45M +$467K +8,107 +24%
PJSIMP
345
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.43M -$1.17M -20,376 -33%
FAT
346
First American Trust
California
$2.42M -$89.1K -1,547 -4%
AT
347
Arden Trust
Delaware
$2.39M -$8.87K -154 -0.4%
TCOO
348
Trust Company of Oklahoma
Oklahoma
$2.36M – – –
HL
349
HeadInvest LLC
Maine
$2.35M -$35.9K -625 -2%
ATC
350
Argent Trust Co
Tennessee
$2.35M +$149K +2,592 +7%
12 13
14
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