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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 %
VCM
551
Vision Capital Management
Oregon
$395K +$395K +6,750 New
I
552
IMPACTfolio
Colorado
$395K -$22.9K -392 -5%
TLCM
553
Twin Lakes Capital Management
California
$394K -$13.6K -232 -3%
AF
554
Advisornet Financial
Minnesota
$394K +$23.5K +401 +6%
BBA
555
Braun-Bostich & Associates
Pennsylvania
$394K +$29.6K +506 +8%
HWMG
556
Hurlow Wealth Management Group
Indiana
$388K +$388K +6,633 New
Empower Advisory Group
557
Empower Advisory Group
Colorado
$384K +$384K +6,566 New
RSWM
558
Robertson Stephens Wealth Management
California
$380K -$806K -13,768 -68%
NFP
559
Narus Financial Partners
Utah
$380K -$87.8K -1,500 -19%
KeyBank National Association
560
KeyBank National Association
Ohio
$377K +$106K +1,806 +39%
VC
561
Vicus Capital
Pennsylvania
$372K +$1.58K +27 +0.4%
MOS
562
MGO One Seven
Ohio
$372K -$59.5K -1,016 -14%
CAL
563
Capital Advisors Ltd
Ohio
$370K +$351 +6 +0.1%
CF
564
Centaurus Financial
California
$365K -$56.5K -964 -13%
PFG
565
Pacific Financial Group
Washington
$364K +$15.9K +272 +5%
FHA
566
Flagship Harbor Advisors
Massachusetts
$363K -$83K -1,417 -19%
DI
567
DFPG Investments
Utah
$360K +$360K +6,152 New
CSIA
568
Charles Schwab Investment Advisory
California
$358K +$93.4K +1,596 +35%
AFG
569
Albion Financial Group
Utah
$352K +$585 +10 +0.2%
AOG
570
Alpha Omega Group
Virginia
$352K +$352K +6,009 New
JWCA
571
J.W. Cole Advisors
Florida
$351K +$132K +2,257 +60%
SIG
572
Spinnaker Investment Group
California
$349K +$63.4K +1,083 +22%
TPA
573
Trivium Point Advisory
Connecticut
$343K +$87.9K +1,501 +34%
US Bancorp
574
US Bancorp
Minnesota
$343K +$87.2K +1,489 +34%
TWA
575
Talisman Wealth Advisors
New Jersey
$343K -$37.1K -634 -10%
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