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Vanguard Short-Term Treasury ETF

799 hedge funds and large institutions have $15.5B invested in Vanguard Short-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 331 increasing their positions, 262 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+40
Holders Change %
+5.27%
% of All Funds
12.6%
Holding in Top 10
117
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.68%
% of All Funds
1.85%
New
103
Increased
331
Reduced
262
Closed
56
Calls
$5.07M
Puts
$2.74M
Net Calls
+$2.33M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
426
Klingman & Associates
New York
$1.09M
PB
427
Pinnacle Bancorp
Nebraska
$1.09M -$116K -2,001 -10%
BRWA
428
B. Riley Wealth Advisors
Florida
$1.08M -$1.52M -26,274 -58%
DWM
429
Dakota Wealth Management
Florida
$1.08M -$19.5K -337 -2%
CAG
430
Crestwood Advisors Group
Massachusetts
$1.08M -$381K -6,603 -26%
WSTAM
431
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M
AllianceBernstein
432
AllianceBernstein
Tennessee
$1.07M -$1.95M -33,821 -65%
WB
433
WesBanco Bank
West Virginia
$1.07M
FP
434
Fiduciary Planning
Florida
$1.06M -$4.1K -71 -0.4%
FFA
435
Farther Finance Advisors
California
$1.01M +$289 +5 +0%
GS
436
GTS Securities
New York
$1M +$1M +17,323 New
MFWP
437
Mosaic Family Wealth Partners
Missouri
$985K -$26.8K -465 -3%
CFA
438
CWS Financial Advisors
Michigan
$983K +$539K +9,336 +121%
LWAM
439
Legacy Wealth Asset Management
Minnesota
$975K -$29.8K -516 -3%
TFA
440
TPG Financial Advisors
Oregon
$972K -$1.61M -27,851 -62%
PG
441
Proffitt & Goodson
Tennessee
$969K -$62.2K -1,077 -6%
BHWM
442
Beaird Harris Wealth Management
Texas
$963K +$963K +16,679 New
PWMG
443
Provence Wealth Management Group
California
$956K +$174K +3,011 +22%
LMKC
444
L.M. Kohn & Company
Ohio
$954K +$69.3K +1,200 +8%
DADC
445
D.A. Davidson & Co
Montana
$954K -$120K -2,070 -11%
TWM
446
Tolleson Wealth Management
Texas
$933K
MIA
447
MMBG Investment Advisors
Florida
$925K +$700K +12,090 +310%
NEWAS
448
N.E.W. Advisory Services
Wisconsin
$921K -$52.8K -914 -5%
LBC
449
Lowe Brockenbrough & Co
Virginia
$920K +$920K +15,930 New
PVI
450
Pine Valley Investments
New Jersey
$918K +$635 +11 +0.1%