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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
PFG
626
Peterson Financial Group
Iowa
$282K +$51.4K +882 +22%
WCFA
627
Walkner Condon Financial Advisors
Wisconsin
$282K +$35.3K +607 +14%
SIG
628
Spinnaker Investment Group
California
$282K -$63.1K -1,083 -18%
SIA
629
Sovereign Investment Advisors
Arizona
$281K
DFC
630
DB Fitzpatrick & Co
Idaho
$278K +$280K +4,815 New
MWM
631
Meritas Wealth Management
California
$274K +$52K +893 +23%
IWM
632
IHT Wealth Management
Illinois
$272K +$274K +4,709 New
Fiera Capital (Canada)
633
Fiera Capital (Canada)
Quebec, Canada
$272K +$5.82K +100 +2%
PWA
634
Peterson Wealth Advisors
Utah
$272K +$275K +4,721 New
VWA
635
V Wealth Advisors
Kansas
$270K +$272K +4,670 New
AL
636
ACAS LLC
California
$268K
AF
637
Advisornet Financial
Minnesota
$268K -$122K -2,087 -31%
BOH
638
Bank of Hawaii
Hawaii
$267K +$4.13K +71 +2%
AGP
639
Autumn Glory Partners
Texas
$266K +$269K +4,615 New
EA
640
Eclectic Associates
California
$266K
AWM
641
AllSquare Wealth Management
New York
$264K
LFP
642
Leeward Financial Partners
Washington
$261K -$1.81M -31,058 -87%
WG
643
Watchman Group
Texas
$260K +$262K +4,500 New
OWA
644
Opal Wealth Advisors
New York
$260K +$262K +4,499 New
IFG
645
Independent Financial Group
California
$259K -$57.5K -988 -18%
PWM
646
PBMares Wealth Management
Virginia
$256K
EGA
647
E&G Advisors
Texas
$255K +$258K +4,425 New
PCI
648
Planning Center Inc
Illinois
$255K +$258K +4,423 New
WEG
649
World Equity Group
Illinois
$255K +$257K +4,422 New
CCM
650
Crabel Capital Management
California
$254K -$641K -11,002 -71%

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.