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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
ACM
376
AlphaStar Capital Management
North Carolina
$1.93M -$85.8K -1,488 -4%
AGP
377
Autumn Glory Partners
Texas
$1.91M +$1.65M +28,595 +620%
MA
378
Marshfield Associates
District of Columbia
$1.9M -$615K -10,671 -24%
SFMG
379
Sage Financial Management Group
Virginia
$1.9M -$114K -1,984 -6%
WFA
380
Websterrogers Financial Advisors
South Carolina
$1.86M
SPC
381
Sigma Planning Corp
Michigan
$1.86M +$21.4K +372 +1%
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$1.86M -$33.6K -583 -2%
GWWM
383
Great Waters Wealth Management
Minnesota
$1.85M +$15.9K +276 +0.9%
PCIA
384
Prime Capital Investment Advisors
Kansas
$1.83M +$651K +11,302 +55%
AR
385
Advisory Research
Illinois
$1.82M
ACA
386
Anchor Capital Advisors
Massachusetts
$1.81M
IAG
387
Investment Advisory Group
Massachusetts
$1.81M +$39.4K +684 +2%
SRC
388
Shufro Rose & Co
New York
$1.8M +$32.4K +562 +2%
AC
389
Applied Capital
Arkansas
$1.78M +$1.34M +23,288 +309%
William Blair & Company
390
William Blair & Company
Illinois
$1.72M -$450K -7,805 -21%
JHCP
391
Jackson Hole Capital Partners
Oklahoma
$1.71M -$1.19M -20,711 -41%
RMDI
392
R.M. Davis Inc
Maine
$1.67M +$21.7K +377 +1%
DFC
393
DB Fitzpatrick & Co
Idaho
$1.67M +$1.4M +24,216 +503%
BFA
394
Beaumont Financial Advisors
Massachusetts
$1.66M -$210K -3,650 -11%
TPW
395
Transatlantique Private Wealth
New York
$1.66M -$327K -5,677 -16%
BBHC
396
Brown Brothers Harriman & Co
New York
$1.66M +$1.61M +27,865 +3,185%
B
397
Bridgeworth
Alabama
$1.64M +$413K +7,161 +34%
TC
398
TownSquare Capital
Utah
$1.63M -$55.9K -970 -3%
LIM
399
Leavell Investment Management
Alabama
$1.61M
TSS
400
Two Sigma Securities
New York
$1.58M -$1.37M -23,846 -47%

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.