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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
US Bancorp
576
US Bancorp
Minnesota
$343K +$86.5K +1,489 +34%
TWA
577
Talisman Wealth Advisors
New Jersey
$343K -$36.8K -634 -10%
AWM
578
Accurate Wealth Management
Florida
$339K +$189K +3,257 +128%
KAM
579
Kraft Asset Management
Tennessee
$339K +$34.5K +595 +11%
CAM
580
Cresset Asset Management
Illinois
$335K -$79.5M -1,369,633 -100%
B
581
Bellecapital
Switzerland
$332K +$75.1K +1,294 +30%
AIM
582
Alhambra Investment Management
Florida
$331K +$23.2K +400 +8%
VPP
583
Vertex Planning Partners
Illinois
$328K +$29.1K +502 +10%
WCA
584
Waypoint Capital Advisors
Minnesota
$325K
EAM
585
Evanson Asset Management
California
$322K
IFG
586
Independent Financial Group
California
$321K -$121K -2,078 -27%
S
587
SignatureFD
Georgia
$319K +$316K +5,450 New
CA
588
CGN Advisors
Kansas
$318K +$38.8K +668 +14%
FTA
589
Financial & Tax Architects
Missouri
$318K -$446K -7,678 -59%
WAM
590
WNY Asset Management
New York
$317K -$176K -3,025 -36%
APW
591
Axim Planning & Wealth
Ohio
$314K +$312K +5,372 New
FA
592
FC Advisory
Pennsylvania
$314K +$1.1K +19 +0.4%
SFA
593
Source Financial Advisors
New York
$308K
SSWM
594
Sheets Smith Wealth Management
North Carolina
$307K
CCA
595
Cora Capital Advisors
New Jersey
$307K
V
596
Veritable
Delaware
$304K
SOS
597
Silver Oak Securities
Tennessee
$302K +$11.6K +199 +4%
SIC
598
Salem Investment Counselors
North Carolina
$300K -$182K -3,130 -38%
EWM
599
Evergreen Wealth Management
Michigan
$300K -$7.91M -136,203 -98%
FPFS
600
First Personal Financial Services
North Carolina
$297K

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.