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Vanguard Short-Term Treasury ETF

803 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 104 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $2.74M

82% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 57

25% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 264

16% more capital invested

Capital invested by funds: $13.4B → $15.5B (+$2.15B)

5% more funds holding

Funds holding: 763803 (+40)

3.75% more ownership

Funds ownership: 61.34%65.09% (+3.8%)

2% less funds holding in top 10

Funds holding in top 10: 120118 (-2)

Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
12.61%
Holding in Top 10
118
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.67%
% of All Funds
1.85%
New
104
Increased
331
Reduced
264
Closed
57
Calls
$5.07M
Puts
$2.74M
Net Calls
+$2.33M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
451
Pine Valley Investments
New Jersey
$918K +$640 +11 +0.1%
GBT
452
Grove Bank & Trust
Florida
$911K +$11.9K +204 +1%
OLVIG
453
Oliver Lagore Vanvalin Investment Group
Michigan
$909K +$917K +15,746 New
EFS
454
Econ Financial Services
Pennsylvania
$903K -$344K -5,908 -27%
CL
455
Choreo LLC
Illinois
$902K +$910K +15,633 New
AL
456
Aspiriant LLC
California
$900K +$32.1K +552 +4%
GT
457
Glenview Trust
Kentucky
$898K
CFP
458
Curran Financial Partners
South Carolina
$888K +$69.2K +1,188 +8%
VWM
459
Valley Wealth Managers
New Jersey
$884K +$103K +1,764 +13%
ACIM
460
Azimuth Capital Investment Management
Michigan
$874K -$148K -2,541 -14%
VWA
461
VERITY Wealth Advisors
United States
$855K +$101K +1,727 +13%
SWP
462
Summit Wealth Partners
Florida
$854K +$99.8K +1,714 +13%
SG Americas Securities
463
SG Americas Securities
New York
$854K -$84.7K -1,455 -9%
RIM
464
Rockbridge Investment Management
New York
$853K +$2.44K +42 +0.3%
OP
465
ORG Partners
Indiana
$849K -$6.17K -106 -0.7%
NA
466
NewEdge Advisors
Louisiana
$832K -$70.5K -1,211 -8%
IGGA
467
Iron Gate Global Advisors
Utah
$831K +$40.1K +689 +5%
DWM
468
Defined Wealth Management
Oregon
$825K +$202K +3,468 +32%
CHJWM
469
Carlton Hofferkamp & Jenks Wealth Management
Texas
$819K
RMAM
470
Raab & Moskowitz Asset Management
New Jersey
$810K -$61.3K -1,052 -7%
CCM
471
Coldstream Capital Management
Washington
$799K +$115K +1,981 +17%
PA
472
PFG Advisors
Arizona
$795K +$235K +4,030 +41%
AIS
473
American Investment Services
Massachusetts
$787K +$793K +13,624 New
PA
474
Perennial Advisors
New York
$769K -$6.11K -105 -0.8%
HIP
475
HUB Investment Partners
Texas
$768K -$126K -2,160 -14%

VGSH Hedge Fund Activity: Q2 2023 in Review

803 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2023, worth a combined $15.5B — up 16% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VGSH positions and 57 closed out — a net gain of 47 holders — while 331 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.56B. The largest seller was Baird Financial Group, cutting an estimated $88.6M.

  • 803 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2023, up from 763 in Q1 2023.
  • Funds reported $15.5B of Vanguard Short-Term Treasury ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 104 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2023 and 57 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $1.56B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2023 was Baird Financial Group, an estimated $88.6M sold.

Based on aggregated 13F filings for Q2 2023.