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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
Ameriprise
26
Ameriprise
Minnesota
$109M +$16.1M +278,726 +17%
LPL Financial
27
LPL Financial
California
$106M -$8.59M -149,120 -8%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$106M +$10.9M +189,327 +12%
AWM
29
AE Wealth Management
Kansas
$105M +$4.94M +85,722 +5%
AA
30
Advisory Alpha
Michigan
$94.3M +$3.47M +60,264 +4%
GWM
31
Gitterman Wealth Management
New Jersey
$93.6M +$779K +13,521 +0.8%
Truist Financial
32
Truist Financial
North Carolina
$89.5M +$15.2M +263,357 +20%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$89.3M +$35.3M +612,814 +65%
Northern Trust
34
Northern Trust
Illinois
$88.8M +$84.9M +1,473,391 +2,152%
HighTower Advisors
35
HighTower Advisors
Illinois
$88.3M +$8.29M +143,800 +10%
ST
36
Smithfield Trust
Pennsylvania
$86.9M -$17.4M -302,277 -17%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$72.9M +$17.4M +302,577 +31%
CAI
38
Capital Advisors Inc
Oklahoma
$69.2M +$58.6M +1,016,226 +550%
AIM
39
Acropolis Investment Management
Missouri
$68.9M +$53.6M +929,806 +348%
DC
40
Defender Capital
North Carolina
$65.2M -$4.15M -72,000 -6%
CWA
41
Cornerstone Wealth Advisors
Minnesota
$63.4M +$1.75M +30,373 +3%
FIA
42
Foundations Investment Advisors
Arizona
$60.8M +$3.58M +62,046 +6%
EK
43
Evensky & Katz
Florida
$59.1M +$364K +6,311 +0.6%
HCM
44
Hilton Capital Management
New York
$57.1M -$20.6M -358,055 -27%
PFA
45
Pure Financial Advisors
California
$55.5M +$6.48M +112,410 +13%
ST
46
Spinnaker Trust
Maine
$53.4M -$526K -9,118 -1%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$52.8M +$21.3M +369,489 +68%
Creative Planning
48
Creative Planning
Kansas
$52.4M -$3M -51,987 -5%
AAG
49
Armstrong Advisory Group
Massachusetts
$51.6M -$19.5M -338,576 -27%
Osaic Holdings
50
Osaic Holdings
Arizona
$51.3M -$5.27M -91,367 -9%

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.