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Vanguard Short-Term Treasury ETF

803 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 104 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $2.74M

82% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 57

25% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 264

16% more capital invested

Capital invested by funds: $13.4B → $15.5B (+$2.15B)

5% more funds holding

Funds holding: 763803 (+40)

3.75% more ownership

Funds ownership: 61.34%65.09% (+3.8%)

2% less funds holding in top 10

Funds holding in top 10: 120118 (-2)

Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
12.61%
Holding in Top 10
118
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.67%
% of All Funds
1.85%
New
104
Increased
331
Reduced
264
Closed
57
Calls
$5.07M
Puts
$2.74M
Net Calls
+$2.33M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
526
NFP Retirement Inc
California
$517K +$175 +3 +0%
Susquehanna International Group
527
Susquehanna International Group
Pennsylvania
$515K +$520K +8,928 New
TSA
528
Tri-Star Advisors
Texas
$515K
FA
529
Faithward Advisors
Pennsylvania
$514K -$69.8K -1,198 -12%
AP
530
Arlington Partners
Alabama
$505K
KWM
531
Keebeck Wealth Management
Illinois
$505K
CFG
532
Citizens Financial Group
Rhode Island
$500K +$23.3K +401 +5%
PMG
533
ProVise Management Group
Florida
$499K +$10.5K +181 +2%
ACI
534
Alpha Cubed Investments
California
$499K -$29.1K -500 -5%
BWA
535
BDO Wealth Advisors
Florida
$498K +$418K +7,185 +496%
FFS
536
Founders Financial Securities
Maryland
$496K +$501K +8,600 New
PFA
537
Petra Financial Advisors
Colorado
$490K +$494K +8,492 New
AAM
538
Ameraudi Asset Management
New York
$488K -$308K -5,286 -38%
WPWM
539
Windward Private Wealth Management
Kansas
$485K +$63.2K +1,085 +15%
ASBI
540
American State Bank (Iowa)
Iowa
$482K
EWA
541
EP Wealth Advisors
California
$477K +$1.33M +22,847 +210%
DI
542
DFPG Investments
Utah
$468K +$113K +1,948 +32%
I
543
IMPACTfolio
Colorado
$455K +$66.7K +1,146 +17%
SWA
544
SFMG Wealth Advisors
Texas
$454K -$9.32K -160 -2%
AWM
545
Apollon Wealth Management
South Carolina
$452K +$10.7K +183 +2%
SF
546
Slagle Financial
Illinois
$448K +$452K +7,768 New
LFA
547
Laraway Financial Advisors
Minnesota
$448K -$23.2K -399 -5%
DAS
548
Dynamic Advisor Solutions
Arizona
$448K -$166K -2,844 -27%
AWM
549
Accurate Wealth Management
Florida
$447K +$112K +1,924 +33%
CIS
550
Continental Investors Services
Washington
$445K +$221K +3,795 +97%

VGSH Hedge Fund Activity: Q2 2023 in Review

803 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2023, worth a combined $15.5B — up 16% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VGSH positions and 57 closed out — a net gain of 47 holders — while 331 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.56B. The largest seller was Baird Financial Group, cutting an estimated $88.6M.

  • 803 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2023, up from 763 in Q1 2023.
  • Funds reported $15.5B of Vanguard Short-Term Treasury ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 104 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2023 and 57 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $1.56B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2023 was Baird Financial Group, an estimated $88.6M sold.

Based on aggregated 13F filings for Q2 2023.