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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
PI
426
PFG Investments
New York
$1.08M +$1.07M +18,375 New
DC
427
DeDora Capital
California
$1.06M
PG
428
Proffitt & Goodson
Tennessee
$1.05M -$378K -6,517 -27%
ACIM
429
Azimuth Capital Investment Management
Michigan
$1.03M +$11.6K +200 +1%
MFWP
430
Mosaic Family Wealth Partners
Missouri
$1.03M +$78.8K +1,358 +8%
FFA
431
Farther Finance Advisors
California
$1.02M +$141K +2,429 +16%
LWAM
432
Legacy Wealth Asset Management
Minnesota
$1.02M -$464 -8 -0%
CGPCS
433
Capital Group Private Client Services
California
$1.01M
FWM
434
FFT Wealth Management
Pennsylvania
$994K +$986K +16,984 New
NEWAS
435
N.E.W. Advisory Services
Wisconsin
$988K -$1.16K -20 -0.1%
WS
436
Wedbush Securities
California
$978K +$26.9K +464 +3%
SG Americas Securities
437
SG Americas Securities
New York
$951K -$257K -4,429 -21%
TWM
438
Tolleson Wealth Management
Texas
$946K
SFO
439
Stokes Family Office
Louisiana
$931K +$52.3K +900 +6%
PVI
440
Pine Valley Investments
New Jersey
$928K +$922K +15,886 New
NA
441
NewEdge Advisors
Louisiana
$915K +$25.3K +435 +3%
GBT
442
Grove Bank & Trust
Florida
$912K
PCA
443
Prosperity Capital Advisors
Ohio
$911K -$418K -7,206 -32%
GT
444
Glenview Trust
Kentucky
$911K
LNC
445
Lincoln National Corp
Pennsylvania
$906K +$664K +11,440 +284%
HIP
446
HUB Investment Partners
Texas
$905K +$898K +15,458 New
CCM
447
Crabel Capital Management
California
$902K -$1.7M -29,266 -66%
LMKC
448
L.M. Kohn & Company
Ohio
$897K +$14.2K +244 +2%
RMAM
449
Raab & Moskowitz Asset Management
New Jersey
$883K -$62.2K -1,072 -7%
BWAM
450
Boyd Watterson Asset Management
Ohio
$881K -$47.7K -821 -5%

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.