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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
TA
351
Tiedemann Advisors
New York
$1.97M
MWM
352
Mission Wealth Management
California
$1.96M -$64.5M -1,111,308 -97%
AAS
353
Ameritas Advisory Services
Nebraska
$1.96M -$14.6K -251 -0.7%
IAN
354
Integrated Advisors Network
Texas
$1.95M +$967K +16,662 +100%
IA
355
IFP Advisors
Florida
$1.94M +$297K +5,113 +19%
MWM
356
Marietta Wealth Management
Georgia
$1.93M +$200K +3,451 +12%
ACA
357
Anchor Capital Advisors
Massachusetts
$1.92M -$23M -396,733 -92%
DIM
358
Delta Investment Management
California
$1.89M -$11.7M -202,130 -86%
RWM
359
Ritholtz Wealth Management
New York
$1.89M -$230K -3,968 -11%
Nomura Asset Management
360
Nomura Asset Management
Japan
$1.87M -$43.3M -745,300 -96%
FA
361
Fountainhead AM
New Jersey
$1.86M +$314K +5,415 +20%
SFMG
362
Sage Financial Management Group
Virginia
$1.86M -$393K -6,767 -18%
GWWM
363
Great Waters Wealth Management
Minnesota
$1.86M -$126K -2,169 -6%
AR
364
Advisory Research
Illinois
$1.85M -$405K -6,970 -18%
VFPI
365
Vantage Financial Partners (Illinois)
Illinois
$1.81M +$1.05M +18,045 +141%
RMDI
366
R.M. Davis Inc
Maine
$1.79M -$227K -3,915 -11%
TC
367
TownSquare Capital
Utah
$1.77M -$142K -2,439 -7%
FWI
368
Facet Wealth Inc
Maryland
$1.73M +$1.72M +29,637 New
TA
369
TrueWealth Advisors
Alabama
$1.71M +$438K +7,546 +35%
TI
370
Truepoint Inc
Ohio
$1.71M -$4.36M -75,057 -72%
LFAS
371
Level Four Advisory Services
Texas
$1.7M +$1.69M +29,066 New
OIA
372
OneDigital Investment Advisors
Kansas
$1.7M +$767K +13,208 +84%
FPAS
373
Focus Partners Advisor Solutions
Missouri
$1.64M +$971K +16,722 +147%
PPW
374
Pasadena Private Wealth
California
$1.64M -$17.3M -297,526 -91%
LIM
375
Leavell Investment Management
Alabama
$1.63M -$2.03K -35 -0.1%

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.