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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
CWM
501
Cedar Wealth Management
California
$674K -$36K -625 -5%
MHS
502
M Holdings Securities
Oregon
$673K +$673K +11,681 New
AA
503
Alesco Advisors
New York
$666K +$2.59K +45 +0.4%
ACP
504
Aveo Capital Partners
Colorado
$662K -$3.3M -57,320 -83%
JRP
505
Jasper Ridge Partners
California
$659K -$84.1K -1,459 -11%
CCA
506
Cadent Capital Advisors
Oklahoma
$645K +$4.03K +70 +0.6%
BWP
507
Balboa Wealth Partners
Arizona
$630K -$15.8K -274 -2%
VWM
508
Valley Wealth Managers
New Jersey
$617K -$265K -4,602 -30%
VFP
509
Verus Financial Partners
Virginia
$611K +$612K +10,626 New
DWM
510
Defined Wealth Management
Oregon
$611K -$213K -3,698 -26%
RP
511
Riverwater Partners
Wisconsin
$602K +$602K +10,450 New
BHPW
512
Beverly Hills Private Wealth
California
$596K +$596K +10,346 New
GCAC
513
Guardian Capital Advisors (Canada)
Ontario, Canada
$592K +$593K +10,290 New
GL
514
Graypoint LLC
New York
$591K +$591K +10,262 New
CB
515
Cadence Bank
Mississippi
$591K -$24.3K -421 -4%
FA
516
Fountainhead AM
New Jersey
$588K +$221K +3,830 +60%
DFCM
517
Dark Forest Capital Management
Puerto Rico
$587K
VCM
518
Violich Capital Management
California
$576K
AGC
519
Aspen Grove Capital
Colorado
$570K
AWE
520
Avidian Wealth Enterprises
Texas
$566K -$130K -2,262 -19%
DWM
521
Dopkins Wealth Management
New York
$562K -$23.1K -400 -4%
MGIA
522
Moneta Group Investment Advisors
Missouri
$561K +$4.84K +84 +0.9%
NRI
523
NFP Retirement Inc
California
$549K +$32.7K +568 +6%
SA
524
Strategic Advocates
Utah
$548K +$548K +9,514 New
SFG
525
Snider Financial Group
Washington
$535K

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.