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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

804 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, 311 increasing their positions, 303 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+5
Holders Change %
+0.63%
% of All Funds
12.82%
Holding in Top 10
123
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.13%
% of All Funds
1.96%
New
92
Increased
311
Reduced
303
Closed
79
Calls
$9.58M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$456M
2
NL
NEPC LLC
Massachusetts
+$110M
3
Northern Trust
Northern Trust
Illinois
+$84.9M
4
CAI
Capital Advisors Inc
Oklahoma
+$58.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.3M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$192M
2
Wells Fargo
Wells Fargo
California
-$101M
3
Morgan Stanley
Morgan Stanley
New York
-$97.6M
4
Citigroup
Citigroup
New York
-$71.9M
5
WL
WIT LLC
District of Columbia
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
651
Pacifica Partners
Canada
$239K +$112K +1,955 +89%
Fiera Capital (Canada)
652
Fiera Capital (Canada)
Quebec, Canada
$239K -$32.3K -560 -12%
GPWA
653
Great Point Wealth Advisors
Massachusetts
$239K – – –
FCM
654
Fourpath Capital Management
Oklahoma
$238K +$238K +4,135 New
BWM
655
Brickley Wealth Management
California
$237K – – –
FFM
656
Flagstone Financial Management
Nebraska
$236K +$23K +400 +11%
CTC
657
Central Trust Company
Missouri
$236K +$20K +347 +9%
AFG
658
Atomi Financial Group
New York
$233K -$19.1K -331 -8%
CWC
659
Carolinas Wealth Consulting
North Carolina
$232K -$5.87M -101,784 -96%
RWIA
660
Roger Wittlin Investment Advisory
California
$231K +$1.96K +34 +0.9%
LC
661
LCNB Corp
Ohio
$230K – – –
TWM
662
Trinity Wealth Management
Pennsylvania
$229K +$9.16K +159 +4%
GC
663
GFG Capital
Florida
$229K +$229K +3,974 New
MOS
664
MGO One Seven
Ohio
$227K -$92.7K -1,609 -29%
CMP
665
Coston McIsaac & Partners
Maine
$226K +$2.3K +40 +1%
CCM
666
Coldstream Capital Management
Washington
$225K -$571K -9,919 -72%
SRSA
667
S.R. Schill & Associates
Washington
$224K +$1.79K +31 +0.8%
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K +$223K +3,872 New
CIS
669
Continental Investors Services
Washington
$222K -$222K -3,854 -50%
AWM
670
Aries Wealth Management
Maine
$221K – – –
HIM
671
Hanlon Investment Management
New Jersey
$219K -$179K -3,111 -45%
SFS
672
Strategic Financial Services
New York
$219K +$219K +3,800 New
DWM
673
Drive Wealth Management
Utah
$218K – – –
TFA
674
Tobias Financial Advisors
Florida
$218K – – –
IAA
675
Independent Advisor Alliance
North Carolina
$217K +$9.91K +172 +5%
25 26
27
28 29