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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
TW
576
Towerpoint Wealth
California
$378K
TCB
577
Texas Capital Bancshares
Texas
$377K -$202K -3,503 -35%
VC
578
Vicus Capital
Pennsylvania
$372K +$3.23K +56 +0.9%
AWM
579
Apollon Wealth Management
South Carolina
$370K -$80.8K -1,402 -18%
DWP
580
Destiny Wealth Partners
Florida
$364K -$11.2M -194,234 -97%
LPAM
581
Lodestar Private Asset Management
California
$364K -$29.6K -514 -8%
AA
582
Apriem Advisors
California
$363K -$29.5M -512,219 -99%
AFG
583
Albion Financial Group
Utah
$362K +$5.47K +95 +2%
DWT
584
Dorsey & Whitney Trust
South Dakota
$361K
USCWA
585
U.S. Capital Wealth Advisors
Texas
$361K -$1.48M -25,751 -80%
OP
586
ORG Partners
Indiana
$361K -$487K -8,451 -57%
FA
587
FDx Advisors
Illinois
$359K -$4.68M -81,137 -93%
TA
588
TFB Advisors
Kansas
$359K -$32.6K -566 -8%
BWAM
589
Boyd Watterson Asset Management
Ohio
$357K -$296K -5,144 -45%
WS
590
Wedbush Securities
California
$357K -$350K -6,069 -49%
CF
591
Centaurus Financial
California
$357K -$25.6K -444 -7%
PCS
592
Personal CFO Solutions
New Jersey
$354K -$193K -3,357 -35%
CL
593
Choreo LLC
Illinois
$353K -$548K -9,509 -61%
FHA
594
Flagship Harbor Advisors
Massachusetts
$352K -$18K -313 -5%
AOG
595
Alpha Omega Group
Virginia
$352K +$3.06K +53 +0.9%
PFG
596
Pacific Financial Group
Washington
$350K -$8.01K -139 -2%
Kovitz Investment Group Partners
597
Kovitz Investment Group Partners
Illinois
$346K +$2.31K +40 +0.7%
PWA
598
Peterson Wealth Advisors
Utah
$344K +$72.5K +1,258 +27%
FNT
599
First National Trust
Pennsylvania
$338K +$338K +5,865 New
I
600
IMPACTfolio
Colorado
$337K -$117K -2,031 -26%

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.