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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

759 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, 232 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
12.15%
Holding in Top 10
119
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.39%
% of All Funds
1.9%
New
110
Increased
325
Reduced
232
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$148M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$140M
3
Morgan Stanley
Morgan Stanley
New York
+$91.9M
4
MFG
Merit Financial Group
Georgia
+$86.4M
5
FIA
Foundations Investment Advisors
Arizona
+$86.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$84.8M
2
CAM
Cresset Asset Management
Illinois
-$80.2M
3
EPM
Elm Partners Management
Pennsylvania
-$72.9M
4
Ameriprise
Ameriprise
Minnesota
-$72.7M
5
MWM
Mission Wealth Management
California
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
476
Baker Tilly Wealth Management
Wisconsin
$763K -$313K -5,354 -29%
KOC
477
Koss-Olinger Consulting
Florida
$762K – – –
RWMG
478
Redwood Wealth Management Group
New Jersey
$754K -$5.27K -90 -0.7%
AA
479
Alesco Advisors
New York
$741K +$83.2K +1,421 +13%
EWA
480
EP Wealth Advisors
California
$712K -$2.55M -38,919 -78%
MCA
481
Maryland Capital Advisors
Maryland
$711K -$262K -4,483 -27%
CWM
482
Connecticut Wealth Management
Connecticut
$710K +$710K +12,124 New
LG
483
Leuthold Group
Minnesota
$709K +$2.05K +35 +0.3%
PFG
484
Pinnacle Financial Group
Illinois
$703K -$476K -8,139 -40%
DRS
485
Deane Retirement Strategies
Louisiana
$695K -$11.8M -202,083 -94%
MHS
486
M Holdings Securities
Oregon
$694K -$16.3K -279 -2%
CCM
487
Coldstream Capital Management
Washington
$694K +$694K +11,851 New
Prudential Financial
488
Prudential Financial
New Jersey
$675K +$83K +1,418 +14%
LG
489
LaFleur & Godfrey
Michigan
$673K -$1.3M -22,125 -66%
GC
490
Guggenheim Capital
Illinois
$663K +$663K +11,333 New
AWM
491
Avaii Wealth Management
Wisconsin
$653K +$163K +2,783 +33%
AIP
492
Ameritas Investment Partners
Nebraska
$650K +$406K +6,932 +166%
BWM
493
Benchmark Wealth Management
Connecticut
$644K – – –
CCA
494
Cadent Capital Advisors
Oklahoma
$642K -$436K -7,451 -40%
DWM
495
Defined Wealth Management
Oregon
$634K +$634K +10,830 New
JRP
496
Jasper Ridge Partners
California
$632K +$632K +10,800 New
DWM
497
Dopkins Wealth Management
New York
$626K -$15.2K -260 -2%
FAM
498
Frontier Asset Management
Wyoming
$622K +$8.2K +140 +1%
DAS
499
Dynamic Advisor Solutions
Arizona
$621K +$258K +4,409 +71%
MCM
500
Monument Capital Management
Virginia
$620K +$620K +10,586 New
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