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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
MCM
501
Monument Capital Management
Virginia
$620K +$615K +10,586 New
ACP
502
Aveo Capital Partners
Colorado
$598K -$37.3K -643 -6%
FA
503
Faithward Advisors
Pennsylvania
$593K -$13.6K -235 -2%
CWAG
504
Compton Wealth Advisory Group
Virginia
$591K +$39.9K +688 +7%
PC
505
Prairiewood Capital
North Dakota
$587K -$30.1K -519 -5%
DP
506
Dearborn Partners
Illinois
$575K -$4.24K -73 -0.7%
PA
507
PFG Advisors
Arizona
$570K -$138K -2,382 -20%
AGC
508
Aspen Grove Capital
Colorado
$568K +$44.6K +768 +9%
MGIA
509
Moneta Group Investment Advisors
Missouri
$560K +$555K +9,558 New
PCS
510
Personal CFO Solutions
New Jersey
$553K +$192K +3,300 +54%
TC
511
Telemus Capital
Michigan
$543K -$22.8K -392 -4%
FCA
512
FinTrust Capital Advisors
South Carolina
$540K
ACI
513
Alpha Cubed Investments
California
$535K -$281K -4,845 -35%
LPAM
514
Lodestar Private Asset Management
California
$532K -$654K -11,269 -55%
NRI
515
NFP Retirement Inc
California
$524K +$520K +8,953 New
VCM
516
Versant Capital Management
Arizona
$523K -$290 -5 -0.1%
TSA
517
Tri-Star Advisors
Texas
$522K +$518K +8,925 New
RFP
518
Root Financial Partners
California
$521K +$517K +8,899 New
RWP
519
RWA Wealth Partners
Massachusetts
$518K +$84.4K +1,453 +20%
AT
520
American Trust
Kentucky
$516K -$306K -5,264 -37%
AP
521
Arlington Partners
Alabama
$513K +$508K +8,755 New
EWG
522
Executive Wealth Group
Washington
$513K +$508K +8,755 New
KWM
523
Keebeck Wealth Management
Illinois
$512K
TW
524
Towerpoint Wealth
California
$509K +$505K +8,695 New
RWM
525
Ruedi Wealth Management
Illinois
$504K +$1.39K +24 +0.3%

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.