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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 %
ACP
501
Aveo Capital Partners
Colorado
$598K -$37.6K -643 -6%
FA
502
Faithward Advisors
Pennsylvania
$593K -$13.8K -235 -2%
CWAG
503
Compton Wealth Advisory Group
Virginia
$591K +$40.3K +688 +7%
PC
504
Prairiewood Capital
North Dakota
$587K -$30.4K -519 -5%
DP
505
Dearborn Partners
Illinois
$575K -$4.27K -73 -0.7%
PA
506
PFG Advisors
Arizona
$570K -$139K -2,382 -20%
AGC
507
Aspen Grove Capital
Colorado
$568K +$45K +768 +9%
MGIA
508
Moneta Group Investment Advisors
Missouri
$560K +$560K +9,558 New
PCS
509
Personal CFO Solutions
New Jersey
$553K +$193K +3,300 +54%
TC
510
Telemus Capital
Michigan
$543K -$22.9K -392 -4%
FCA
511
FinTrust Capital Advisors
South Carolina
$540K – – –
ACI
512
Alpha Cubed Investments
California
$535K -$284K -4,845 -35%
LPAM
513
Lodestar Private Asset Management
California
$532K -$660K -11,269 -55%
NRI
514
NFP Retirement Inc
California
$524K +$524K +8,953 New
VCM
515
Versant Capital Management
Arizona
$523K -$293 -5 -0.1%
TSA
516
Tri-Star Advisors
Texas
$522K +$522K +8,925 New
RFP
517
Root Financial Partners
California
$521K +$521K +8,899 New
RWP
518
RWA Wealth Partners
Massachusetts
$518K +$85.1K +1,453 +20%
AT
519
American Trust
Kentucky
$516K -$308K -5,264 -37%
AP
520
Arlington Partners
Alabama
$513K +$513K +8,755 New
EWG
521
Executive Wealth Group
Washington
$513K +$513K +8,755 New
KWM
522
Keebeck Wealth Management
Illinois
$512K – – –
TW
523
Towerpoint Wealth
California
$509K +$509K +8,695 New
RWM
524
Ruedi Wealth Management
Illinois
$504K +$1.41K +24 +0.3%
PMG
525
ProVise Management Group
Florida
$496K +$4.86K +83 +1%
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