We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF

803 hedge funds and large institutions have $15.5B invested in Vanguard Short-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $2.74M

82% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 57

25% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 264

16% more capital invested

Capital invested by funds: $13.4B → $15.5B (+$2.15B)

5% more funds holding

Funds holding: 763803 (+40)

3.75% more ownership

Funds ownership: 61.34%65.09% (+3.8%)

2% less funds holding in top 10

Funds holding in top 10: 120118 (-2)

Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
12.61%
Holding in Top 10
118
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.67%
% of All Funds
1.85%
New
104
Increased
331
Reduced
264
Closed
57
Calls
$5.07M
Puts
$2.74M
Net Calls
+$2.33M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
476
Orcam Financial Group
California
$765K +$292K +5,008 +61%
Prudential Financial
477
Prudential Financial
New Jersey
$763K +$98.2K +1,687 +15%
AWM
478
Avaii Wealth Management
Wisconsin
$758K +$115K +1,972 +18%
ZF
479
Zhang Financial
Michigan
$756K -$709K -12,171 -48%
CAM
480
Chandler Asset Management
California
$753K
BFG
481
Berger Financial Group
Minnesota
$751K -$55.8K -958 -7%
JRP
482
Jasper Ridge Partners
California
$745K +$122K +2,100 +19%
KOC
483
Koss-Olinger Consulting
Florida
$731K -$20.7K -356 -3%
SFO
484
Stokes Family Office
Louisiana
$716K -$204K -3,500 -22%
AWA
485
Arete Wealth Advisors
Illinois
$715K +$257K +4,414 +55%
CWM
486
Cedar Wealth Management
California
$711K -$133K -2,285 -16%
WS
487
Wedbush Securities
California
$708K -$258K -4,436 -27%
LG
488
Leuthold Group
Minnesota
$699K
AWE
489
Avidian Wealth Enterprises
Texas
$698K -$96.9K -1,664 -12%
MCA
490
Maryland Capital Advisors
Maryland
$693K -$8.38K -144 -1%
CWM
491
Connecticut Wealth Management
Connecticut
$684K -$16.2K -279 -2%
SQA
492
Simon Quick Advisors
New Jersey
$679K -$598K -10,264 -47%
AA
493
Alesco Advisors
New York
$665K -$66.1K -1,136 -9%
LG
494
LaFleur & Godfrey
Michigan
$664K
AIP
495
Ameritas Investment Partners
Nebraska
$656K +$15.6K +268 +2%
BWAM
496
Boyd Watterson Asset Management
Ohio
$655K -$216K -3,704 -25%
BWP
497
Balboa Wealth Partners
Arizona
$647K -$196K -3,363 -23%
AG
498
Ascent Group
Virginia
$643K +$649K +11,139 New
CCA
499
Cadent Capital Advisors
Oklahoma
$643K +$9.49K +163 +1%
BWM
500
Benchmark Wealth Management
Connecticut
$637K

VGSH Hedge Fund Activity: Q2 2023 in Review

803 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2023, worth a combined $15.5B — up 16% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VGSH positions and 57 closed out — a net gain of 47 holders — while 331 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.56B. The largest seller was Baird Financial Group, cutting an estimated $88.6M.

  • 803 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2023, up from 763 in Q1 2023.
  • Funds reported $15.5B of Vanguard Short-Term Treasury ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 104 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2023 and 57 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $1.56B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2023 was Baird Financial Group, an estimated $88.6M sold.

Based on aggregated 13F filings for Q2 2023.