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Vanguard Short-Term Treasury ETF

803 hedge funds and large institutions have $15.5B invested in Vanguard Short-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $2.74M

82% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 57

25% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 264

16% more capital invested

Capital invested by funds: $13.4B → $15.5B (+$2.15B)

5% more funds holding

Funds holding: 763803 (+40)

3.75% more ownership

Funds ownership: 61.34%65.09% (+3.8%)

2% less funds holding in top 10

Funds holding in top 10: 120118 (-2)

Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
12.61%
Holding in Top 10
118
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.67%
% of All Funds
1.85%
New
104
Increased
331
Reduced
264
Closed
57
Calls
$5.07M
Puts
$2.74M
Net Calls
+$2.33M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
576
J.W. Cole Advisors
Florida
$386K +$40.5K +696 +12%
CF
577
Centaurus Financial
California
$383K +$23.4K +402 +6%
HWMG
578
Hurlow Wealth Management Group
Indiana
$383K
TW
579
Towerpoint Wealth
California
$378K -$125K -2,140 -25%
US Bancorp
580
US Bancorp
Minnesota
$378K +$40.2K +690 +12%
AWA
581
AmeriServ Wealth Advisors
Pennsylvania
$371K +$375K +6,435 New
FHA
582
Flagship Harbor Advisors
Massachusetts
$371K +$13.4K +230 +4%
S
583
SignatureFD
Georgia
$370K +$56.3K +967 +18%
VC
584
Vicus Capital
Pennsylvania
$369K +$2.79K +48 +0.8%
FA
585
Fountainhead AM
New Jersey
$368K -$1.48M -25,463 -80%
VPP
586
Vertex Planning Partners
Illinois
$364K +$40.3K +692 +12%
DWT
587
Dorsey & Whitney Trust
South Dakota
$362K +$365K +6,275 New
RWRC
588
R.W. Roge & Company
New York
$361K -$38.3M -657,094 -99%
LIA
589
LifePlan Investment Advisors
North Carolina
$361K +$364K +6,247 New
CAL
590
Capital Advisors Ltd
Ohio
$360K -$4.42K -76 -1%
PFG
591
Pacific Financial Group
Washington
$359K +$233 +4 +0.1%
AFG
592
Albion Financial Group
Utah
$357K +$9.43K +162 +3%
BFA
593
Bragg Financial Advisors
North Carolina
$352K +$64.1K +1,101 +22%
AOG
594
Alpha Omega Group
Virginia
$349K +$2.62K +45 +0.7%
Fisher Asset Management
595
Fisher Asset Management
Washington
$345K +$348K +5,973 New
Kovitz Investment Group Partners
596
Kovitz Investment Group Partners
Illinois
$344K +$347K +5,967 New
BFA
597
Buttonwood Financial Advisors
Maryland
$343K +$346K +5,941 New
AC
598
ASB Consultores
Florida
$339K +$341K +5,865 New
PGFC
599
Peapack-Gladstone Financial Corp
New Jersey
$329K +$332K +5,700 New
AIM
600
Alhambra Investment Management
Florida
$326K

VGSH Hedge Fund Activity: Q2 2023 in Review

803 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2023, worth a combined $15.5B — up 16% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VGSH positions and 57 closed out — a net gain of 47 holders — while 331 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.56B. The largest seller was Baird Financial Group, cutting an estimated $88.6M.

  • 803 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2023, up from 763 in Q1 2023.
  • Funds reported $15.5B of Vanguard Short-Term Treasury ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 104 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2023 and 57 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $1.56B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2023 was Baird Financial Group, an estimated $88.6M sold.

Based on aggregated 13F filings for Q2 2023.