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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
IWM
551
IHT Wealth Management
Illinois
$444K +$172K +2,993 +64%
MSFS
552
Main Street Financial Solutions
Pennsylvania
$441K +$5.82K +101 +1%
AAM
553
Ameraudi Asset Management
New York
$441K -$46K -798 -9%
JWCA
554
J.W. Cole Advisors
Florida
$438K +$52.2K +905 +14%
SI
555
Stephens Inc
Arkansas
$437K +$51.4K +892 +13%
KeyBank National Association
556
KeyBank National Association
Ohio
$437K +$14K +243 +3%
MWM
557
Maripau Wealth Management
Indiana
$434K -$134K -2,319 -24%
SPIA
558
Steward Partners Investment Advisory
New York
$434K +$26.1K +452 +6%
VFPI
559
Vantage Financial Partners (Illinois)
Illinois
$432K -$2.86M -49,704 -87%
EWA
560
EP Wealth Advisors
California
$431K -$1.51M -26,225 -78%
ZF
561
Zhang Financial
Michigan
$431K -$323K -5,601 -43%
TC
562
Telemus Capital
Michigan
$430K -$1.84K -32 -0.4%
IWP
563
Icon Wealth Partners
Texas
$429K -$15.3K -265 -3%
EP
564
Essential Planning
New Hampshire
$421K
US Bancorp
565
US Bancorp
Minnesota
$420K +$42.6K +739 +11%
AWM
566
Accurate Wealth Management
Florida
$418K -$25.8K -448 -6%
OWM
567
OneAscent Wealth Management
Alabama
$407K -$203K -3,523 -33%
LFA
568
Laraway Financial Advisors
Minnesota
$404K -$43.2K -749 -10%
VPP
569
Vertex Planning Partners
Illinois
$395K +$31.6K +549 +9%
PCA
570
Prosperity Capital Advisors
Ohio
$388K -$6.97K -121 -2%
HWMG
571
Hurlow Wealth Management Group
Indiana
$387K +$5.42K +94 +1%
BAM
572
BTS Asset Management
Massachusetts
$386K -$10.1K -176 -3%
CAG
573
Crestwood Advisors Group
Massachusetts
$383K -$690K -11,975 -64%
MWP
574
Meridian Wealth Partners
Pennsylvania
$383K +$383K +6,648 New
CAP
575
Columbia Advisory Partners
Washington
$382K +$382K +6,625 New

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.