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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
IP
401
Ignite Planners
California
$1.52M +$1.52M +26,455 New
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$1.51M -$1.2M -20,771 -44%
SSWM
403
Sheets Smith Wealth Management
North Carolina
$1.5M +$269K +4,670 +22%
WPC
404
Wedmont Private Capital
Pennsylvania
$1.5M +$6.34K +110 +0.4%
JIP
405
Jaffetilchin Investment Partners
Florida
$1.47M -$583K -10,120 -28%
GFS
406
GYL Financial Synergies
Connecticut
$1.47M
GJIA
407
Glass Jacobson Investment Advisors
Maryland
$1.44M +$181K +3,148 +14%
BCM
408
Basso Capital Management
Connecticut
$1.44M +$194K +3,362 +16%
SWP
409
Summit Wealth Partners
Florida
$1.44M +$588K +10,194 +69%
RWM
410
Ritholtz Wealth Management
New York
$1.43M -$420K -7,283 -23%
SGI
411
Summit Global Investments
Utah
$1.4M +$117K +2,027 +9%
BCM
412
Blume Capital Management
California
$1.39M +$55.4K +962 +4%
CW
413
CreativeOne Wealth
Kansas
$1.36M -$158K -2,746 -10%
CCM
414
Crabel Capital Management
California
$1.35M +$1.1M +19,004 +432%
TCBWMS
415
Texas Capital Bank Wealth Management Services
Texas
$1.33M +$102K +1,765 +8%
BCA
416
Bray Capital Advisors
Florida
$1.29M +$25.9K +450 +2%
AIS
417
American Investment Services
Massachusetts
$1.29M +$501K +8,697 +64%
HCP
418
Hexagon Capital Partners
Arkansas
$1.27M -$79.6K -1,382 -6%
KA
419
Klingman & Associates
New York
$1.26M +$170K +2,955 +16%
Cerity Partners
420
Cerity Partners
New York
$1.26M -$53.9M -935,051 -98%
RJT
421
Raymond James Trust
Florida
$1.25M -$12K -209 -1%
EWA
422
EverSource Wealth Advisors
Alabama
$1.25M -$8.3K -144 -0.7%
AAP
423
Arax Advisory Partners
Colorado
$1.24M -$21.7K -377 -2%
NL
424
Navalign LLC
California
$1.24M +$1.24M +21,462 New
CFGS
425
Concourse Financial Group Securities
Alabama
$1.22M -$113K -1,963 -8%

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.