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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
PMG
526
ProVise Management Group
Florida
$496K +$4.82K +83 +1%
AWA
527
Authentikos Wealth Advisory
California
$490K +$492K +8,470 New
ASBI
528
American State Bank (Iowa)
Iowa
$488K -$9.06K -156 -2%
SI
529
Stephens Inc
Arkansas
$484K +$33.6K +578 +8%
CFG
530
Citizens Financial Group
Rhode Island
$484K +$480K +8,260 New
OFG
531
Orcam Financial Group
California
$482K +$85.1K +1,465 +22%
LFA
532
Laraway Financial Advisors
Minnesota
$478K -$29K -499 -6%
SWA
533
SFMG Wealth Advisors
Texas
$469K -$95.5K -1,644 -17%
VAS
534
Vestmark Advisory Solutions
Massachusetts
$469K -$609K -10,481 -57%
WDL
535
Well Done LLC
Michigan
$469K +$47.8K +824 +11%
AWA
536
Arete Wealth Advisors
Illinois
$466K +$258K +4,439 +126%
SPIA
537
Steward Partners Investment Advisory
New York
$455K +$30.9K +533 +7%
CFA
538
CWS Financial Advisors
Michigan
$450K +$447K +7,694 New
AWM
539
Apollon Wealth Management
South Carolina
$448K +$87.2K +1,502 +24%
MSFS
540
Main Street Financial Solutions
Pennsylvania
$440K +$436K +7,510 New
EP
541
Essential Planning
New Hampshire
$428K +$64.4K +1,110 +18%
WPWM
542
Windward Private Wealth Management
Kansas
$428K +$1.51K +26 +0.4%
BWM
543
Brickley Wealth Management
California
$425K
TCB
544
Texas Capital Bancshares
Texas
$424K +$28.2K +486 +7%
MMA
545
Miracle Mile Advisors
California
$417K -$106K -1,820 -20%
GFG
546
Goldstone Financial Group
Illinois
$411K +$407K +7,015 New
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$410K -$740K -12,744 -65%
ACS
548
Archford Capital Strategies
Illinois
$406K -$406K -6,987 -50%
AWS
549
AJ Wealth Strategies
New York
$406K +$402K +6,929 New
DK
550
David Kennon
Florida
$402K +$398K +6,859 New

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.