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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
CAM
476
Chandler Asset Management
California
$764K
BTWM
477
Baker Tilly Wealth Management
Wisconsin
$763K -$311K -5,354 -29%
KOC
478
Koss-Olinger Consulting
Florida
$762K
RWMG
479
Redwood Wealth Management Group
New Jersey
$754K -$5.23K -90 -0.7%
AA
480
Alesco Advisors
New York
$741K +$82.5K +1,421 +13%
EWA
481
EP Wealth Advisors
California
$712K -$2.26M -38,919 -78%
MCA
482
Maryland Capital Advisors
Maryland
$711K -$260K -4,483 -27%
CWM
483
Connecticut Wealth Management
Connecticut
$710K +$704K +12,124 New
LG
484
Leuthold Group
Minnesota
$709K +$2.03K +35 +0.3%
PFG
485
Pinnacle Financial Group
Illinois
$703K -$473K -8,139 -40%
DRS
486
Deane Retirement Strategies
Louisiana
$695K -$11.7M -202,083 -94%
MHS
487
M Holdings Securities
Oregon
$694K -$16.2K -279 -2%
CCM
488
Coldstream Capital Management
Washington
$694K +$688K +11,851 New
Prudential Financial
489
Prudential Financial
New Jersey
$675K +$82.3K +1,418 +14%
LG
490
LaFleur & Godfrey
Michigan
$673K -$1.28M -22,125 -66%
GC
491
Guggenheim Capital
Illinois
$663K +$658K +11,333 New
AWM
492
Avaii Wealth Management
Wisconsin
$653K +$162K +2,783 +33%
AIP
493
Ameritas Investment Partners
Nebraska
$650K +$402K +6,932 +166%
BWM
494
Benchmark Wealth Management
Connecticut
$644K
CCA
495
Cadent Capital Advisors
Oklahoma
$642K -$433K -7,451 -40%
DWM
496
Defined Wealth Management
Oregon
$634K +$629K +10,830 New
JRP
497
Jasper Ridge Partners
California
$632K +$627K +10,800 New
DWM
498
Dopkins Wealth Management
New York
$626K -$15.1K -260 -2%
FAM
499
Frontier Asset Management
Wyoming
$622K +$8.13K +140 +1%
DAS
500
Dynamic Advisor Solutions
Arizona
$621K +$256K +4,409 +71%

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.