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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 %
AWM
576
Accurate Wealth Management
Florida
$339K +$190K +3,257 +128%
KAM
577
Kraft Asset Management
Tennessee
$339K +$34.8K +595 +11%
CAM
578
Cresset Asset Management
Illinois
$335K -$80.2M -1,369,633 -100%
B
579
Bellecapital
Switzerland
$332K +$75.8K +1,294 +30%
AIM
580
Alhambra Investment Management
Florida
$331K +$23.4K +400 +8%
VPP
581
Vertex Planning Partners
Illinois
$328K +$29.4K +502 +10%
WCA
582
Waypoint Capital Advisors
Minnesota
$325K – – –
EAM
583
Evanson Asset Management
California
$322K – – –
S
584
SignatureFD
Georgia
$319K +$319K +5,450 New
CA
585
CGN Advisors
Kansas
$318K +$39.1K +668 +14%
FTA
586
Financial & Tax Architects
Missouri
$318K -$449K -7,678 -59%
WAM
587
WNY Asset Management
New York
$317K -$177K -3,025 -36%
APW
588
Axim Planning & Wealth
Ohio
$314K +$314K +5,372 New
FA
589
FC Advisory
Pennsylvania
$314K +$1.11K +19 +0.4%
SFA
590
Source Financial Advisors
New York
$308K – – –
SSWM
591
Sheets Smith Wealth Management
North Carolina
$307K – – –
CCA
592
Cora Capital Advisors
New Jersey
$307K – – –
V
593
Veritable
Delaware
$304K – – –
SOS
594
Silver Oak Securities
Tennessee
$302K +$11.7K +199 +4%
SIC
595
Salem Investment Counselors
North Carolina
$300K -$183K -3,130 -38%
EWM
596
Evergreen Wealth Management
Michigan
$300K -$14.9M -136,203 -98%
FPFS
597
First Personal Financial Services
North Carolina
$297K – – –
WTC
598
WhitTier Trust Company
Nevada
$293K -$58K -991 -17%
BFA
599
Bragg Financial Advisors
North Carolina
$293K -$53.3K -911 -15%
AC
600
Applied Capital
Arkansas
$292K -$21.9K -374 -7%
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