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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
BCM
376
Basso Capital Management
Connecticut
$1.62M +$505K +8,700 +46%
CW
377
CreativeOne Wealth
Kansas
$1.61M -$53.4K -919 -3%
SRC
378
Shufro Rose & Co
New York
$1.6M +$1.29M +22,180 +432%
AWMNH
379
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.57M +$283K +4,879 +22%
Northern Trust
380
Northern Trust
Illinois
$1.56M +$121K +2,083 +8%
WPC
381
Wedmont Private Capital
Pennsylvania
$1.54M +$12K +207 +0.8%
IAG
382
Investment Advisory Group
Massachusetts
$1.52M +$880K +15,149 +139%
ZF
383
Zhang Financial
Michigan
$1.48M -$827K -14,240 -36%
CAG
384
Crestwood Advisors Group
Massachusetts
$1.48M +$977K +16,833 +200%
EWM
385
Elmwood Wealth Management
California
$1.48M -$1.24M -21,429 -46%
KPWS
386
Kestra Private Wealth Services
Texas
$1.44M +$925K +15,927 +185%
HCP
387
Hexagon Capital Partners
Arkansas
$1.42M +$250K +4,303 +22%
EWMCB
388
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.41M +$1.4M +24,080 New
LSAG
389
Lake Street Advisors Group
New Hampshire
$1.4M +$454K +7,818 +48%
MFC
390
Mechanics Financial Corp
Ohio
$1.39M +$376K +6,477 +38%
DPI
391
Diversified Portfolios Inc
Michigan
$1.36M
BCM
392
Blume Capital Management
California
$1.35M +$33.1K +570 +3%
RJT
393
Raymond James Trust
Florida
$1.32M +$867K +14,924 +195%
EWA
394
EverSource Wealth Advisors
Alabama
$1.32M +$29K +500 +2%
ARC
395
Advisor Resource Council
Texas
$1.31M +$1.31M +22,477 New
SGI
396
Summit Global Investments
Utah
$1.3M +$58 +1 +0%
TWC
397
TD Waterhouse Canada
Ontario, Canada
$1.29M -$345K -5,947 -22%
WP
398
WealthShield Partners
North Carolina
$1.29M +$14.9K +257 +1%
AAP
399
Arax Advisory Partners
Colorado
$1.29M -$29.8K -513 -2%
CWP
400
Core Wealth Partners
California
$1.29M -$177K -3,040 -12%

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.