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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
TCWA
351
Ten Capital Wealth Advisors
Washington
$2.13M +$137K +2,351 +7%
SP
352
Successful Portfolios
Florida
$2.09M -$57.1K -980 -3%
ODIJL
353
One Day In July LLC
Vermont
$2.08M +$34.7K +596 +2%
GP
354
Girard Partners
Pennsylvania
$2.08M -$131K -2,244 -6%
JIP
355
Jaffetilchin Investment Partners
Florida
$2.06M -$2.61M -44,862 -56%
SFMG
356
Sage Financial Management Group
Virginia
$2.02M +$186K +3,190 +10%
WFAG
357
Wescott Financial Advisory Group
Pennsylvania
$2.02M +$11.2K +193 +0.6%
ACM
358
AlphaStar Capital Management
North Carolina
$2.02M -$1.93M -33,101 -49%
GC
359
Guggenheim Capital
Illinois
$2M +$1.36M +23,325 +206%
TPW
360
Transatlantique Private Wealth
New York
$2M -$551K -9,463 -21%
BOSSRA
361
B.O.S.S. Retirement Advisors
Utah
$1.99M +$811K +13,933 +68%
IAN
362
Integrated Advisors Network
Texas
$1.93M +$8.97K +154 +0.5%
PNC Financial Services Group
363
PNC Financial Services Group
Pennsylvania
$1.89M -$354K -6,077 -16%
BFA
364
Beaumont Financial Advisors
Massachusetts
$1.88M -$1.76M -30,149 -48%
WFA
365
Websterrogers Financial Advisors
South Carolina
$1.86M +$1.88M +32,238 New
RWM
366
Ritholtz Wealth Management
New York
$1.86M -$8.09K -139 -0.4%
USCWA
367
U.S. Capital Wealth Advisors
Texas
$1.85M +$1.86M +32,023 New
SPC
368
Sigma Planning Corp
Michigan
$1.84M -$849K -14,573 -31%
GWWM
369
Great Waters Wealth Management
Minnesota
$1.84M +$3.26K +56 +0.2%
AR
370
Advisory Research
Illinois
$1.82M
ACA
371
Anchor Capital Advisors
Massachusetts
$1.82M -$75.4K -1,295 -4%
RSWM
372
Robertson Stephens Wealth Management
California
$1.82M +$1.45M +24,970 +384%
IAG
373
Investment Advisory Group
Massachusetts
$1.77M +$274K +4,714 +18%
SRC
374
Shufro Rose & Co
New York
$1.77M +$196K +3,373 +12%
TC
375
TownSquare Capital
Utah
$1.69M -$55.7K -956 -3%

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.