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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
SAM
476
Synergy Asset Management
Washington
$839K +$214K +3,718 +34%
TGAM
477
TBH Global Asset Management
Tennessee
$825K +$826K +14,326 New
PA
478
Perennial Advisors
New York
$821K +$53.6K +930 +7%
RWP
479
RWA Wealth Partners
Massachusetts
$820K +$198K +3,432 +32%
AWA
480
AmeriServ Wealth Advisors
Pennsylvania
$815K +$444K +7,712 +120%
AWM
481
Avaii Wealth Management
Wisconsin
$805K +$49.2K +853 +7%
CA
482
Calton & Associates
Florida
$805K +$805K +13,975 New
EWM
483
Executive Wealth Management
Michigan
$801K -$756K -13,122 -49%
AWM
484
Alterna Wealth Management
Texas
$788K +$480K +8,327 +156%
ACIM
485
Azimuth Capital Investment Management
Michigan
$777K -$95.1K -1,650 -11%
HIP
486
HUB Investment Partners
Texas
$766K
EWG
487
Executive Wealth Group
Washington
$764K +$156K +2,708 +26%
EH
488
Equitable Holdings
New York
$752K -$3.26M -56,542 -81%
CAM
489
Chandler Asset Management
California
$752K
MA
490
MBA Advisors
Pennsylvania
$751K -$354K -6,148 -32%
AWA
491
Authentikos Wealth Advisory
California
$742K +$161K +2,795 +28%
LMKC
492
L.M. Kohn & Company
Ohio
$736K -$216K -3,751 -23%
KOC
493
Koss-Olinger Consulting
Florida
$729K
RMAM
494
Raab & Moskowitz Asset Management
New Jersey
$729K -$79.9K -1,387 -10%
OMC
495
Old Mission Capital
Illinois
$728K +$728K +12,631 New
RIM
496
Redwood Investment Management
Arizona
$722K +$722K +12,527 New
LG
497
Leuthold Group
Minnesota
$698K
CWM
498
Connecticut Wealth Management
Connecticut
$687K +$4.32K +75 +0.6%
AIP
499
Ameritas Investment Partners
Nebraska
$686K +$31.9K +553 +5%
S
500
SignatureFD
Georgia
$681K +$312K +5,412 +84%

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.