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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
CMBA
651
C.M. Bidwell & Associates
Hawaii
$242K -$461 -8 -0.2%
MA
652
MONECO Advisors
Connecticut
$240K
AWA
653
Arkadios Wealth Advisors
Georgia
$239K +$239K +4,149 New
PP
654
Pacifica Partners
Canada
$239K +$113K +1,955 +89%
Fiera Capital (Canada)
655
Fiera Capital (Canada)
Quebec, Canada
$239K -$32.3K -560 -12%
GPWA
656
Great Point Wealth Advisors
Massachusetts
$239K
FCM
657
Fourpath Capital Management
Oklahoma
$238K +$238K +4,135 New
BWM
658
Brickley Wealth Management
California
$237K
FFM
659
Flagstone Financial Management
Nebraska
$236K +$23.1K +400 +11%
CTC
660
Central Trust Company
Missouri
$236K +$20K +347 +9%
AFG
661
Atomi Financial Group
New York
$233K -$19.1K -331 -8%
CWC
662
Carolinas Wealth Consulting
North Carolina
$232K -$5.87M -101,784 -96%
RWIA
663
Roger Wittlin Investment Advisory
California
$231K +$1.96K +34 +0.9%
LC
664
LCNB Corp
Ohio
$230K
TWM
665
Trinity Wealth Management
Pennsylvania
$229K +$9.16K +159 +4%
GC
666
GFG Capital
Florida
$229K +$229K +3,974 New
MOS
667
MGO One Seven
Ohio
$227K -$92.7K -1,609 -29%
CMP
668
Coston McIsaac & Partners
Maine
$226K +$2.31K +40 +1%
CCM
669
Coldstream Capital Management
Washington
$225K -$572K -9,919 -72%
SRSA
670
S.R. Schill & Associates
Washington
$224K +$1.79K +31 +0.8%
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K +$223K +3,872 New
CIS
672
Continental Investors Services
Washington
$222K -$222K -3,854 -50%
AWM
673
Aries Wealth Management
Maine
$221K
HIM
674
Hanlon Investment Management
New Jersey
$219K -$179K -3,111 -45%
SFS
675
Strategic Financial Services
New York
$219K +$219K +3,800 New

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.