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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

850 hedge funds and large institutions have $15.7B invested in Vanguard Short-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 298 increasing their positions, 325 reducing their positions, and 74 closing their positions.

Holders
850
Holders Change
+46
Holders Change %
+5.72%
% of All Funds
12.46%
Holding in Top 10
112
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.94%
% of All Funds
1.64%
New
132
Increased
298
Reduced
325
Closed
74
Calls
$11.1M
Puts
$12.2M
Net Calls
-$1.16M
Net Calls Change
+$1.39M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.34B
2
Northern Trust
2
Northern Trust
Illinois
$188M
3
Cerity Partners
3
Cerity Partners
New York
$99.3M
4
UBS Group
4
UBS Group
Switzerland
$215M
5
PSP
5
Pacific Sage Partners
Washington
$44M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$27.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.98B
3
State Street
3
State Street
Massachusetts
$233M
4
HWM
4
HB Wealth Management
Georgia
$18.7M
5
CAI
5
Capital Advisors Inc
Oklahoma
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$99M -$13.1M -225,016 -12%
Ameriprise
27
Ameriprise
Minnesota
$98.4M -$11.6M -198,257 -11%
AA
28
Advisory Alpha
Michigan
$97.7M +$2.16M +37,099 +2%
GWM
29
Gitterman Wealth Management
New Jersey
$96.4M +$1.59M +27,218 +2%
ST
30
Smithfield Trust
Pennsylvania
$93.8M +$5.76M +98,698 +7%
HighTower Advisors
31
HighTower Advisors
Illinois
$93.8M +$4.31M +73,880 +5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$87.7M -$2.79M -47,847 -3%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$83.8M +$9.94M +170,490 +13%
AIM
34
Acropolis Investment Management
Missouri
$82.6M +$12.8M +219,309 +18%
Truist Financial
35
Truist Financial
North Carolina
$76.4M -$14.2M -244,225 -16%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$70.2M +$21.8M +373,317 +45%
CWA
37
Cornerstone Wealth Advisors
Minnesota
$66.9M +$2.71M +46,420 +4%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$65.3M +$11.8M +202,379 +22%
EK
39
Evensky & Katz
Florida
$63.6M +$3.75M +64,365 +6%
EC
40
Estate Counselors
Wisconsin
$63.5M +$36.2M +621,340 +133%
DC
41
Defender Capital
North Carolina
$63.2M -$2.86M -49,095 -4%
PFA
42
Pure Financial Advisors
California
$63.1M +$6.86M +117,578 +12%
MFG
43
Merit Financial Group
Georgia
$61.3M -$50.2M -860,946 -45%
FIA
44
Foundations Investment Advisors
Arizona
$61M -$644K -11,033 -1%
Creative Planning
45
Creative Planning
Kansas
$59.9M +$6.84M +117,290 +13%
FFB
46
First Financial Bankshares
Texas
$59.8M +$59.8M +1,025,408 New
IDA
47
Intelligence Driven Advisers
California
$56.4M +$5.13M +87,600 +10%
Osaic Holdings
48
Osaic Holdings
Arizona
$54.8M +$2.86M +49,011 +6%
EWM
49
Empirical Wealth Management
Washington
$48.4M +$1.66M +28,404 +4%
CWM
50
Chemistry Wealth Management
New York
$48M +$1.27M +21,829 +3%
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