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Vanguard Short-Term Treasury ETF

799 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 103 funds opening new positions, 331 increasing their positions, 262 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+40
Holders Change %
+5.27%
% of All Funds
12.6%
Holding in Top 10
117
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.68%
% of All Funds
1.85%
New
103
Increased
331
Reduced
262
Closed
56
Calls
$5.07M
Puts
$2.74M
Net Calls
+$2.33M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
501
RWA Wealth Partners
Massachusetts
$623K +$112K +1,948 +22%
CB
502
Cadence Bank
Mississippi
$617K -$191K -3,316 -24%
OWM
503
OneAscent Wealth Management
Alabama
$612K -$19.6M -339,824 -97%
EWG
504
Executive Wealth Group
Washington
$609K +$104K +1,796 +21%
FCFS
505
First Command Financial Services
Texas
$590K -$260K -4,507 -31%
FCB
506
First Command Bank
Texas
$590K -$260K -4,507 -31%
CWAG
507
Compton Wealth Advisory Group
Virginia
$590K +$7.04K +122 +1%
DFCM
508
Dark Forest Capital Management
Puerto Rico
$588K +$588K +10,192 New
DWM
509
Dopkins Wealth Management
New York
$587K -$30.3K -525 -5%
DIM
510
Delta Investment Management
California
$584K -$1.28M -22,234 -69%
AWA
511
Authentikos Wealth Advisory
California
$582K +$93.2K +1,614 +19%
TCB
512
Texas Capital Bancshares
Texas
$580K +$162K +2,810 +39%
PC
513
Prairiewood Capital
North Dakota
$578K
VCM
514
Violich Capital Management
California
$577K +$577K +10,000 New
AGC
515
Aspen Grove Capital
Colorado
$571K +$10.7K +186 +2%
MWM
516
Maripau Wealth Management
Indiana
$569K +$569K +9,853 New
MGIA
517
Moneta Group Investment Advisors
Missouri
$557K +$5.43K +94 +1%
PCS
518
Personal CFO Solutions
New Jersey
$548K +$3.23K +56 +0.6%
FCA
519
FinTrust Capital Advisors
South Carolina
$540K
AT
520
American Trust
Kentucky
$537K +$28.5K +493 +6%
SFG
521
Snider Financial Group
Washington
$536K +$536K +9,293 New
BPWM
522
Badgley Phelps Wealth Managers
Washington
$535K +$535K +9,261 New
PFG
523
Pinnacle Financial Group
Illinois
$533K -$160K -2,769 -23%
VCM
524
Versant Capital Management
Arizona
$519K +$3.58K +62 +0.7%
NRI
525
NFP Retirement Inc
California
$517K +$173 +3 +0%