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Vanguard Short-Term Treasury ETF

804 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, 311 increasing their positions, 303 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+5
Holders Change %
+0.63%
% of All Funds
12.82%
Holding in Top 10
123
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.13%
% of All Funds
1.96%
New
92
Increased
311
Reduced
303
Closed
79
Calls
$9.58M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
401
Forvis Mazars Wealth Advisors
Missouri
$1.51M -$1.2M -20,771 -44%
SSWM
402
Sheets Smith Wealth Management
North Carolina
$1.5M +$269K +4,670 +22%
WPC
403
Wedmont Private Capital
Pennsylvania
$1.5M +$6.34K +110 +0.4%
JIP
404
Jaffetilchin Investment Partners
Florida
$1.47M -$583K -10,120 -28%
GFS
405
GYL Financial Synergies
Connecticut
$1.47M
GJIA
406
Glass Jacobson Investment Advisors
Maryland
$1.44M +$181K +3,148 +14%
BCM
407
Basso Capital Management
Connecticut
$1.44M +$194K +3,362 +16%
SWP
408
Summit Wealth Partners
Florida
$1.44M +$587K +10,194 +69%
RWM
409
Ritholtz Wealth Management
New York
$1.43M -$420K -7,283 -23%
SGI
410
Summit Global Investments
Utah
$1.4M +$117K +2,027 +9%
BCM
411
Blume Capital Management
California
$1.39M +$55.4K +962 +4%
CW
412
CreativeOne Wealth
Kansas
$1.37M -$158K -2,746 -10%
CCM
413
Crabel Capital Management
California
$1.35M +$1.09M +19,004 +432%
TCBWMS
414
Texas Capital Bank Wealth Management Services
Texas
$1.33M +$102K +1,765 +8%
BCA
415
Bray Capital Advisors
Florida
$1.29M +$25.9K +450 +2%
AIS
416
American Investment Services
Massachusetts
$1.29M +$501K +8,697 +64%
HCP
417
Hexagon Capital Partners
Arkansas
$1.27M -$79.6K -1,382 -6%
KA
418
Klingman & Associates
New York
$1.26M +$170K +2,955 +16%
Cerity Partners
419
Cerity Partners
New York
$1.26M -$53.9M -935,051 -98%
RJT
420
Raymond James Trust
Florida
$1.25M -$12K -209 -1%
EWA
421
EverSource Wealth Advisors
Alabama
$1.25M -$8.29K -144 -0.7%
AAP
422
Arax Advisory Partners
Colorado
$1.24M -$21.7K -377 -2%
NL
423
Navalign LLC
California
$1.24M +$1.24M +21,462 New
CFGS
424
Concourse Financial Group Securities
Alabama
$1.22M -$113K -1,963 -8%
CFA
425
CWS Financial Advisors
Michigan
$1.21M +$227K +3,949 +23%