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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
PWM
526
Praetorian Wealth Management
California
$523K +$524K +9,087 New
PC
527
Prairiewood Capital
North Dakota
$523K -$54.1K -938 -9%
CHJWM
528
Carlton Hofferkamp & Jenks Wealth Management
Texas
$520K -$298K -5,166 -36%
VCM
529
Versant Capital Management
Arizona
$518K -$288 -5 -0.1%
TSA
530
Tri-Star Advisors
Texas
$514K
PFG
531
Pinnacle Financial Group
Illinois
$509K -$22.5K -391 -4%
KWM
532
Keebeck Wealth Management
Illinois
$503K
FCAS
533
First Command Advisory Services
Texas
$502K +$502K +8,708 New
ACI
534
Alpha Cubed Investments
California
$498K
SF
535
Slagle Financial
Illinois
$497K +$49.9K +866 +11%
BFA
536
Buttonwood Financial Advisors
Maryland
$495K +$153K +2,654 +45%
PMG
537
ProVise Management Group
Florida
$490K -$8.3K -144 -2%
PFA
538
Petra Financial Advisors
Colorado
$489K
IGGA
539
Iron Gate Global Advisors
Utah
$481K -$348K -6,034 -42%
ASBI
540
American State Bank (Iowa)
Iowa
$481K
SQA
541
Simon Quick Advisors
New Jersey
$479K -$199K -3,449 -29%
BPWM
542
Badgley Phelps Wealth Managers
Washington
$473K -$60K -1,041 -11%
FCA
543
FinTrust Capital Advisors
South Carolina
$473K -$64.8K -1,125 -12%
FA
544
Faithward Advisors
Pennsylvania
$462K -$51.5K -893 -10%
SFO
545
Stokes Family Office
Louisiana
$457K -$257K -4,465 -36%
IWN
546
Independent Wealth Network
Iowa
$455K +$455K +7,900 New
SWA
547
SFMG Wealth Advisors
Texas
$453K
DI
548
DFPG Investments
Utah
$452K -$14.4K -250 -3%
Nomura Asset Management
549
Nomura Asset Management
Japan
$449K -$813K -14,100 -64%
DAS
550
Dynamic Advisor Solutions
Arizona
$446K -$1.21K -21 -0.3%

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.