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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
PFS
551
Prospera Financial Services
Texas
$400K +$397K +6,837 New
FBT
552
First Bankers Trust
Kentucky
$397K -$73.8K -1,271 -16%
VCM
553
Vision Capital Management
Oregon
$395K +$392K +6,750 New
I
554
IMPACTfolio
Colorado
$395K -$22.8K -392 -5%
TLCM
555
Twin Lakes Capital Management
California
$394K -$13.5K -232 -3%
AF
556
Advisornet Financial
Minnesota
$394K +$23.3K +401 +6%
BBA
557
Braun-Bostich & Associates
Pennsylvania
$394K +$29.4K +506 +8%
HWMG
558
Hurlow Wealth Management Group
Indiana
$388K +$385K +6,633 New
Empower Advisory Group
559
Empower Advisory Group
Colorado
$384K +$381K +6,566 New
RSWM
560
Robertson Stephens Wealth Management
California
$380K -$799K -13,768 -68%
NFP
561
Narus Financial Partners
Utah
$380K -$87.1K -1,500 -19%
KeyBank National Association
562
KeyBank National Association
Ohio
$377K +$105K +1,806 +39%
VC
563
Vicus Capital
Pennsylvania
$372K +$1.57K +27 +0.4%
MOS
564
MGO One Seven
Ohio
$372K -$59K -1,016 -14%
CAL
565
Capital Advisors Ltd
Ohio
$370K +$348 +6 +0.1%
CF
566
Centaurus Financial
California
$365K -$56K -964 -13%
PFG
567
Pacific Financial Group
Washington
$364K +$15.8K +272 +5%
FHA
568
Flagship Harbor Advisors
Massachusetts
$363K -$82.3K -1,417 -19%
DI
569
DFPG Investments
Utah
$360K +$357K +6,152 New
CSIA
570
Charles Schwab Investment Advisory
California
$358K +$92.7K +1,596 +35%
AFG
571
Albion Financial Group
Utah
$352K +$581 +10 +0.2%
AOG
572
Alpha Omega Group
Virginia
$352K +$349K +6,009 New
JWCA
573
J.W. Cole Advisors
Florida
$351K +$131K +2,257 +60%
SIG
574
Spinnaker Investment Group
California
$349K +$62.9K +1,083 +22%
TPA
575
Trivium Point Advisory
Connecticut
$343K +$87.2K +1,501 +34%

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.