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Vanguard Short-Term Treasury ETF

763 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, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $8.67M | Put options by funds: $1.69M

75% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 63

38% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 235

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.06B)

4% more funds holding in top 10

Funds holding in top 10: 115120 (+5)

4% more funds holding

Funds holding: 732763 (+31)

0.56% more ownership

Funds ownership: 60.78%61.34% (+0.56%)

Holders
763
Holders Change
+31
Holders Change %
+4.23%
% of All Funds
12.16%
Holding in Top 10
120
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.35%
% of All Funds
1.91%
New
110
Increased
325
Reduced
235
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$90.8M +$44.5M +766,491 +98%
MFG
27
Merit Financial Group
Georgia
$87.3M +$85.7M +1,475,817 +9,588%
AA
28
Advisory Alpha
Michigan
$87.2M +$20.1M +346,659 +30%
FIA
29
Foundations Investment Advisors
Arizona
$86.6M +$85.4M +1,471,266 +17,542%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$85.8M +$25.4M +437,050 +42%
Ameriprise
31
Ameriprise
Minnesota
$84.1M -$70.9M -1,220,322 -46%
HCM
32
Hilton Capital Management
New York
$83.4M -$8.74M -150,482 -9%
AWM
33
AE Wealth Management
Kansas
$80.7M +$8.63M +148,648 +12%
CAI
34
Capital Advisors Inc
Oklahoma
$78.1M +$32.4M +557,323 +72%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$77.3M -$2.15M -37,086 -3%
Truist Financial
36
Truist Financial
North Carolina
$71.7M -$19.4M -334,725 -21%
SWM
37
Spire Wealth Management
Virginia
$68.3M +$11M +189,822 +19%
HighTower Advisors
38
HighTower Advisors
Illinois
$67.1M -$133K -2,290 -0.2%
DC
39
Defender Capital
North Carolina
$64.6M +$15.1M +259,260 +31%
CWA
40
Cornerstone Wealth Advisors
Minnesota
$62.6M -$1.66M -28,665 -3%
HIG
41
Herr Investment Group
Texas
$62.4M +$25.7M +443,479 +71%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$60.5M -$25M -431,112 -29%
Creative Planning
43
Creative Planning
Kansas
$57.2M +$9.22M +158,789 +19%
Mariner
44
Mariner
Kansas
$56.5M -$528K -9,096 -0.9%
ST
45
Spinnaker Trust
Maine
$54.5M -$673K -11,598 -1%
BFPW
46
BOK Financial Private Wealth
Colorado
$52M +$3.99M +68,769 +8%
MWM
47
Merriman Wealth Management
Washington
$51.8M +$51.3M +884,017 New
MD
48
Money Design
Japan
$51M +$34.3M +591,143 +211%
MML Investors Services
49
MML Investors Services
Massachusetts
$50.5M +$15.3M +264,066 +44%
Cerity Partners
50
Cerity Partners
New York
$50.5M +$10.9M +188,284 +28%

VGSH Hedge Fund Activity: Q1 2023 in Review

763 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2023, worth a combined $13.4B — up 8.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new VGSH positions and 63 closed out — a net gain of 47 holders — while 325 added to existing stakes and 235 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $147M. The largest seller was UBS Group, cutting an estimated $84.1M.

  • 763 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2023, up from 732 in Q4 2022.
  • Funds reported $13.4B of Vanguard Short-Term Treasury ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 110 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2023 and 63 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2023 was UBS Group, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2023.