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Vanguard Short-Term Treasury ETF

808 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, 313 increasing their positions, 304 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 79

5% more funds holding in top 10

Funds holding in top 10: 118124 (+6)

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 304

1% more capital invested

Capital invested by funds: $15.5B → $15.7B (+$229M)

0.78% more ownership

Funds ownership: 65.09%65.87% (+0.78%)

1% more funds holding

Funds holding: 803808 (+5)

21% less call options, than puts

Call options by funds: $9.57M | Put options by funds: $12.1M

Holders
808
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
12.82%
Holding in Top 10
124
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.08%
% of All Funds
1.97%
New
92
Increased
313
Reduced
304
Closed
79
Calls
$9.57M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
351
Argent Trust Co
Tennessee
$2.35M +$149K +2,592 +7%
SP
352
Successful Portfolios
Florida
$2.34M +$255K +4,430 +12%
HW
353
Hamilton Wealth
California
$2.24M +$1.93M +33,454 +616%
AA
354
Addison Advisors
Vermont
$2.22M +$1.11M +19,262 +100%
LSAG
355
Lake Street Advisors Group
New Hampshire
$2.21M +$6.11K +106 +0.3%
CGPCS
356
Capital Group Private Client Services
California
$2.19M +$1.99M +34,500 +990%
IFWM
357
Institute for Wealth Management
Colorado
$2.18M -$98K -1,701 -4%
KPWS
358
Kestra Private Wealth Services
Texas
$2.18M +$49.7K +862 +2%
FAIM
359
Financial Advocates Investment Management
Washington
$2.17M -$526K -9,126 -20%
AAS
360
Ameritas Advisory Services
Nebraska
$2.16M +$2.16M +37,497 New
FFA
361
Farther Finance Advisors
California
$2.14M +$1.14M +19,702 +113%
NL
362
NWAM LLC
Washington
$2.14M +$842K +14,618 +65%
GP
363
Girard Partners
Pennsylvania
$2.12M +$37.2K +645 +2%
TI
364
Truepoint Inc
Ohio
$2.11M +$2.11M +36,600 New
CIBC World Market
365
CIBC World Market
Ontario, Canada
$2.09M -$662K -11,478 -24%
ODIJL
366
One Day In July LLC
Vermont
$2.06M -$17.1K -296 -0.8%
HNB
367
Huntington National Bank
Ohio
$2.06M
GVAG
368
Great Valley Advisor Group
Delaware
$2.05M +$599K +10,395 +41%
FAM
369
Frontier Asset Management
Wyoming
$2.05M +$889K +15,425 +76%
WFAG
370
Wescott Financial Advisory Group
Pennsylvania
$2.05M +$31.1K +539 +2%
WSTAM
371
Wilbanks Smith & Thomas Asset Management
Virginia
$2.04M +$971K +16,855 +91%
Lido Advisors
372
Lido Advisors
California
$2.03M -$893K -15,489 -31%
LNC
373
Lincoln National Corp
Pennsylvania
$1.96M +$588K +10,209 +43%
TIM
374
Triad Investment Management
California
$1.95M +$1.95M +33,913 New
PVI
375
Pine Valley Investments
New Jersey
$1.94M +$1.02M +17,719 +111%

VGSH Hedge Fund Activity: Q3 2023 in Review

808 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2023, worth a combined $15.7B — up 1.5% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VGSH positions and 79 closed out — a net gain of 13 holders — while 313 added to existing stakes and 304 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $456M. The largest seller was SCS Capital Management, cutting an estimated $193M.

  • 808 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2023, up from 803 in Q2 2023.
  • Funds reported $15.7B of Vanguard Short-Term Treasury ETF stock for Q3 2023, up 1.5% quarter-over-quarter.
  • 92 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2023 and 79 closed out, a net change of +13 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $456M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2023 was SCS Capital Management, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2023.