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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
CFA
426
CWS Financial Advisors
Michigan
$1.21M +$228K +3,949 +23%
PWMG
427
Provence Wealth Management Group
California
$1.19M +$237K +4,110 +25%
RWM
428
Ruedi Wealth Management
Illinois
$1.16M +$54.8K +950 +5%
PI
429
PFG Investments
New York
$1.16M -$2.13K -37 -0.2%
PB
430
Pinnacle Bancorp
Nebraska
$1.16M +$72.2K +1,253 +7%
HFAS
431
Hummer Financial Advisory Services
Illinois
$1.15M
SG Americas Securities
432
SG Americas Securities
New York
$1.14M +$286K +4,957 +34%
Prudential Financial
433
Prudential Financial
New Jersey
$1.13M +$369K +6,404 +48%
BIM
434
Barton Investment Management
Pennsylvania
$1.13M +$24.9K +432 +2%
DC
435
DeDora Capital
California
$1.11M
DWM
436
Dakota Wealth Management
Florida
$1.11M +$32K +555 +3%
FCB
437
First County Bank
Connecticut
$1.11M +$9.39K +163 +0.9%
AllianceBernstein
438
AllianceBernstein
Tennessee
$1.08M +$13.5K +235 +1%
BRWA
439
B. Riley Wealth Advisors
Florida
$1.07M -$6.86K -119 -0.6%
TFA
440
TPG Financial Advisors
Oregon
$1.07M +$104K +1,805 +11%
WB
441
WesBanco Bank
West Virginia
$1.07M
LP
442
LGL Partners
Pennsylvania
$1.07M +$1.07M +18,490 New
LA
443
Lifeworks Advisors
Michigan
$1.06M +$1.06M +18,448 New
BWM
444
Benchmark Wealth Management
Connecticut
$1.05M +$418K +7,249 +66%
RG
445
Rathbones Group
United Kingdom
$1.04M +$1.04M +18,120 New
CFP
446
Curran Financial Partners
South Carolina
$1.03M +$139K +2,419 +16%
HWP
447
Heritage Wealth Partners
Ohio
$1.01M -$676K -11,738 -40%
SF
448
Synovus Financial
Georgia
$1.01M -$86.7K -1,505 -8%
LWAM
449
Legacy Wealth Asset Management
Minnesota
$1M +$30.4K +527 +3%
PG
450
Proffitt & Goodson
Tennessee
$1M +$34.7K +602 +4%

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.