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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
CAG
601
Csenge Advisory Group
Florida
$330K -$961K -16,681 -74%
DPI
602
Diversified Portfolios Inc
Michigan
$330K -$1.33M -23,122 -80%
MG
603
Mather Group
Illinois
$329K +$39.5K +686 +14%
NFP
604
Narus Financial Partners
Utah
$326K +$13.3K +230 +4%
AIM
605
Alhambra Investment Management
Florida
$325K
MWM
606
Modera Wealth Management
New Jersey
$324K
TLCM
607
Twin Lakes Capital Management
California
$322K -$68.1K -1,181 -17%
OLVIG
608
Oliver Lagore Vanvalin Investment Group
Michigan
$320K -$587K -10,184 -65%
CA
609
CGN Advisors
Kansas
$319K +$11.9K +207 +4%
SOS
610
Silver Oak Securities
Tennessee
$319K +$15.2K +263 +5%
EAM
611
Evanson Asset Management
California
$317K
FA
612
FC Advisory
Pennsylvania
$316K +$2.36K +41 +0.8%
CAL
613
Capital Advisors Ltd
Ohio
$315K -$44.2K -767 -12%
MPW
614
MGO Private Wealth
California
$312K
JFGIW
615
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$311K +$311K +5,392 New
LIA
616
LifePlan Investment Advisors
North Carolina
$308K -$51.9K -900 -14%
FHA
617
First Horizon Advisors
Tennessee
$307K +$216K +3,750 +237%
FTA
618
Financial & Tax Architects
Missouri
$306K -$1.61K -28 -0.5%
CCA
619
Cora Capital Advisors
New Jersey
$302K
KAM
620
Kraft Asset Management
Tennessee
$302K -$9.8K -170 -3%
B
621
Bellecapital
Switzerland
$300K
GFG
622
Goldstone Financial Group
Illinois
$297K -$129K -2,246 -30%
SIG
623
Spinnaker Investment Group
California
$292K +$11.5K +200 +4%
EW
624
Evoke Wealth
California
$292K +$292K +5,067 New
BFA
625
Bragg Financial Advisors
North Carolina
$291K -$61.1K -1,060 -17%

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.