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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 %
AWA
526
Authentikos Wealth Advisory
California
$490K +$490K +8,470 New
SI
527
Stephens Inc
Arkansas
$484K +$33.8K +578 +8%
CFG
528
Citizens Financial Group
Rhode Island
$484K +$484K +8,260 New
OFG
529
Orcam Financial Group
California
$482K +$85.7K +1,465 +22%
LFA
530
Laraway Financial Advisors
Minnesota
$478K -$29.2K -499 -6%
SWA
531
SFMG Wealth Advisors
Texas
$469K -$96.2K -1,644 -17%
VAS
532
Vestmark Advisory Solutions
Massachusetts
$469K -$614K -10,481 -57%
WDL
533
Well Done LLC
Michigan
$469K +$48.2K +824 +11%
AWA
534
Arete Wealth Advisors
Illinois
$466K +$260K +4,439 +126%
SPIA
535
Steward Partners Investment Advisory
New York
$455K +$31.2K +533 +7%
CFA
536
CWS Financial Advisors
Michigan
$450K +$450K +7,694 New
AWM
537
Apollon Wealth Management
South Carolina
$448K +$87.9K +1,502 +24%
MSFS
538
Main Street Financial Solutions
Pennsylvania
$440K +$440K +7,510 New
EP
539
Essential Planning
New Hampshire
$428K +$65K +1,110 +18%
WPWM
540
Windward Private Wealth Management
Kansas
$428K +$1.52K +26 +0.4%
BWM
541
Brickley Wealth Management
California
$425K – – –
TCB
542
Texas Capital Bancshares
Texas
$424K +$28.5K +486 +7%
MMA
543
Miracle Mile Advisors
California
$417K -$107K -1,820 -20%
GFG
544
Goldstone Financial Group
Illinois
$411K +$411K +7,015 New
Carson Wealth (CWM LLC)
545
Carson Wealth (CWM LLC)
Nebraska
$410K -$746K -12,744 -65%
ACS
546
Archford Capital Strategies
Illinois
$406K -$410K -6,987 -50%
AWS
547
AJ Wealth Strategies
New York
$406K +$406K +6,929 New
DK
548
David Kennon
Florida
$402K +$402K +6,859 New
PFS
549
Prospera Financial Services
Texas
$400K +$400K +6,837 New
FBT
550
First Bankers Trust
Kentucky
$397K -$74.4K -1,271 -16%
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