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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

759 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, 232 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
12.15%
Holding in Top 10
119
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.39%
% of All Funds
1.9%
New
110
Increased
325
Reduced
232
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$148M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$140M
3
Morgan Stanley
Morgan Stanley
New York
+$91.9M
4
MFG
Merit Financial Group
Georgia
+$86.4M
5
FIA
Foundations Investment Advisors
Arizona
+$86.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$84.8M
2
CAM
Cresset Asset Management
Illinois
-$80.2M
3
EPM
Elm Partners Management
Pennsylvania
-$72.9M
4
Ameriprise
Ameriprise
Minnesota
-$72.7M
5
MWM
Mission Wealth Management
California
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
451
Trek Financial
Arizona
$876K -$179K -3,056 -17%
OP
452
ORG Partners
Indiana
$868K +$868K +14,825 New
MA
453
Mutual Advisors
Nebraska
$866K -$445K -7,609 -34%
RIM
454
Rockbridge Investment Management
New York
$863K -$2.4K -41 -0.3%
FCB
455
First Command Bank
Texas
$862K +$862K +14,720 New
FCFS
456
First Command Financial Services
Texas
$862K +$862K +14,720 New
SA
457
Sunesis Advisors
Kansas
$860K -$473K -8,083 -35%
CWM
458
Cedar Wealth Management
California
$855K -$232K -3,964 -21%
BWP
459
Balboa Wealth Partners
Arizona
$853K +$347K +5,922 +69%
CHJWM
460
Carlton Hofferkamp & Jenks Wealth Management
Texas
$832K -$66.3K -1,131 -7%
CFP
461
Curran Financial Partners
South Carolina
$831K +$831K +14,197 New
NL
462
NWAM LLC
Washington
$825K -$253K -4,318 -23%
CB
463
Cadence Bank
Mississippi
$819K +$6.73K +115 +0.8%
BFG
464
Berger Financial Group
Minnesota
$818K -$126K -2,160 -13%
AWE
465
Avidian Wealth Enterprises
Texas
$805K -$163K -2,789 -17%
AAM
466
Ameraudi Asset Management
New York
$804K +$568K +9,711 +241%
IGGA
467
Iron Gate Global Advisors
Utah
$802K +$802K +13,700 New
VWM
468
Valley Wealth Managers
New Jersey
$793K +$220K +3,750 +38%
PWMG
469
Provence Wealth Management Group
California
$793K +$319K +5,451 +67%
PA
470
Perennial Advisors
New York
$786K +$167K +2,849 +27%
RL
471
Retireful LLC
Michigan
$779K +$779K +13,300 New
SAM
472
Synergy Asset Management
Washington
$778K -$634K -10,833 -45%
VWA
473
VERITY Wealth Advisors
United States
$766K +$101K +1,723 +15%
SWP
474
Summit Wealth Partners
Florida
$766K +$554K +9,460 +261%
CAM
475
Chandler Asset Management
California
$764K – – –
17 18
19
20 21