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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
CA
451
Cornerstone Advisory
Maryland
$986K -$117K -2,038 -11%
OFG
452
Orcam Financial Group
California
$982K +$220K +3,810 +29%
MFWP
453
Mosaic Family Wealth Partners
Missouri
$967K -$15.7K -273 -2%
RTL
454
Red Tortoise LLC
Georgia
$955K -$1.36M -23,630 -59%
OIA
455
OneDigital Investment Advisors
Kansas
$949K -$246K -4,269 -21%
MWM
456
Mission Wealth Management
California
$942K -$541K -9,394 -36%
DADC
457
D.A. Davidson & Co
Montana
$938K -$12.9K -224 -1%
HDIM
458
Hanson & Doremus Investment Management
Vermont
$933K -$1.74M -30,156 -65%
TWM
459
Tolleson Wealth Management
Texas
$931K
AM
460
AGF Management
Ontario, Canada
$923K -$421K -7,300 -31%
MIA
461
MMBG Investment Advisors
Florida
$921K
NEWAS
462
N.E.W. Advisory Services
Wisconsin
$916K -$3.23K -56 -0.4%
EFS
463
Econ Financial Services
Pennsylvania
$910K +$8.59K +149 +1%
TWC
464
TD Waterhouse Canada
Ontario, Canada
$904K -$384K -6,668 -30%
AL
465
Aspiriant LLC
California
$902K +$3.98K +69 +0.4%
PA
466
PFG Advisors
Arizona
$902K +$109K +1,889 +14%
NA
467
NewEdge Advisors
Louisiana
$898K +$67.8K +1,177 +8%
GBT
468
Grove Bank & Trust
Florida
$897K -$11.8K -204 -1%
GT
469
Glenview Trust
Kentucky
$896K
CWM
470
Congress Wealth Management
Massachusetts
$889K +$889K +15,426 New
HF
471
HRT Financial
New York
$882K +$883K +15,319 New
VWA
472
VERITY Wealth Advisors
United States
$856K +$3.34K +58 +0.4%
RIM
473
Rockbridge Investment Management
New York
$852K +$980 +17 +0.1%
CW
474
Connectus Wealth
Ohio
$849K +$849K +14,733 New
SA
475
Sunesis Advisors
Kansas
$846K +$847K +14,694 New

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.