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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
AFG
651
Atomi Financial Group
New York
$253K +$255K +4,381 New
JCM
652
Jacobi Capital Management
Pennsylvania
$251K -$4.6K -79 -2%
ESB
653
Essex Savings Bank
Connecticut
$251K
SC
654
Sinecera Capital
Texas
$246K
SFS
655
Security Financial Services
Indiana
$244K
CMBA
656
C.M. Bidwell & Associates
Hawaii
$243K
SC
657
Savant Capital
Illinois
$242K +$244K +4,191 New
MA
658
MONECO Advisors
Connecticut
$241K +$9.32K +160 +4%
CB
659
Commerce Bank
Missouri
$240K +$242K +4,161 New
GPWA
660
Great Point Wealth Advisors
Massachusetts
$239K -$6.41K -110 -3%
BWM
661
Brickley Wealth Management
California
$237K -$184K -3,154 -43%
VAS
662
Vestmark Advisory Solutions
Massachusetts
$235K -$230K -3,945 -49%
WFPG
663
Waller Financial Planning Group
Ohio
$233K -$6.7K -115 -3%
LC
664
LCNB Corp
Ohio
$231K
RWIA
665
Roger Wittlin Investment Advisory
California
$229K +$1.75K +30 +0.8%
CWP
666
Cyndeo Wealth Partners
Florida
$227K +$229K +3,937 New
PA
667
Parallel Advisors
California
$227K -$57.4K -985 -20%
CWM
668
Cordatus Wealth Management
Pennsylvania
$226K
CMP
669
Coston McIsaac & Partners
Maine
$225K +$408 +7 +0.2%
MAA
670
Mraz Amerine & Associates
California
$223K -$49.3K -847 -18%
TWA
671
Talisman Wealth Advisors
New Jersey
$223K -$117K -2,003 -34%
SRSA
672
S.R. Schill & Associates
Washington
$223K +$1.51K +26 +0.7%
AWM
673
Aries Wealth Management
Maine
$222K
TWM
674
Trinity Wealth Management
Pennsylvania
$220K +$222K +3,817 New
DWM
675
Drive Wealth Management
Utah
$218K

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.