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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
PFO
651
Pathstone Family Office
New Jersey
$214K -$39.8M -684,708 -99%
SHFA
652
SC&H Financial Advisors
Maryland
$209K +$464 +8 +0.2%
AIA
653
Arcadia Investment Advisors
Idaho
$209K +$52.3K +900 +34%
AAM
654
Advisors Asset Management
Colorado
$209K -$84.8K -1,461 -29%
TLFA
655
True Link Financial Advisors
California
$207K -$3.08K -53 -1%
MRWM
656
ML&R Wealth Management
Texas
$207K
TIAM2
657
Tru Independence Asset Management 2
Oregon
$205K +$204K +3,510 New
FGA
658
Fortis Group Advisors
New Jersey
$205K +$203K +3,500 New
PFPT
659
Pinnacle Financial Partners (Tennessee)
Tennessee
$203K
LS
660
Leelyn Smith
Illinois
$202K -$196K -3,370 -49%
PTC
661
Private Trust Company
Ohio
$167K +$33.6K +579 +25%
JIR
662
James Investment Research
Ohio
$162K -$166K -2,867 -51%
FHA
663
First Horizon Advisors
Tennessee
$161K
GRP
664
Global Retirement Partners
California
$158K -$748K -12,884 -83%
TWD
665
True Wealth Design
Ohio
$155K -$98.7K -1,700 -39%
GTAM
666
Global Trust Asset Management
Florida
$150K -$11.6K -200 -7%
BLC
667
Brown, Lisle/Cummings
Rhode Island
$146K
Fifth Third Bancorp
668
Fifth Third Bancorp
Ohio
$144K -$117K -2,019 -45%
HR
669
Howe & Rusling
New York
$140K -$1.63K -28 -1%
IWP
670
Icon Wealth Partners
Texas
$135K +$134K +2,313 New
WCMN
671
Westchester Capital Management (Nebraska)
Nebraska
$134K
MCI
672
MRP Capital Investments
Georgia
$134K
FNBOSM
673
First National Bank of South Miami
Florida
$133K +$4.7K +81 +4%
Fidelity Investments
674
Fidelity Investments
Massachusetts
$131K +$93.6K +1,612 +255%
PP
675
Pacifica Partners
Canada
$128K +$52.1K +897 +69%

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.