VGSH icon

Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

759 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, 232 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
12.15%
Holding in Top 10
119
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.39%
% of All Funds
1.9%
New
110
Increased
325
Reduced
232
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$148M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$254M
3
Morgan Stanley
Morgan Stanley
New York
$1.14B
4
MFG
Merit Financial Group
Georgia
$87.3M
5
FIA
Foundations Investment Advisors
Arizona
$86.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$175M
2
CAM
Cresset Asset Management
Illinois
$335K
3
EPM
Elm Partners Management
Pennsylvania
$28.9M
4
Ameriprise
Ameriprise
Minnesota
$84.1M
5
MWM
Mission Wealth Management
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
676
Legacy Bridge
Iowa
$111K – – –
SIS
677
Sound Income Strategies
Florida
$98.5K -$54.5K -931 -36%
AWM
678
Aspire Wealth Management
Massachusetts
$94.1K +$49.1K +838 +109%
BWA
679
BDO Wealth Advisors
Florida
$84.9K +$84.9K +1,450 New
BAAM
680
Baker Avenue Asset Management
California
$76K – – –
WB
681
Webster Bank
Connecticut
$72.2K -$4.22K -72 -6%
APW
682
Atlantic Private Wealth
North Carolina
$71.6K -$1.54M -26,297 -96%
CHA
683
Carmichael Hill & Associates
Maryland
$67.2K – – –
LF
684
Lee Financial
Texas
$66.4K +$66.4K +1,135 New
CFB
685
Cullen/Frost Bankers
Texas
$65.9K – – –
IFAM
686
Institutional & Family Asset Management
Colorado
$65.8K – – –
CT
687
Colonial Trust
South Carolina
$62.7K +$12.7K +217 +25%
HT
688
Headlands Technologies
Illinois
$61.7K +$61.7K +1,054 New
MFC
689
Morris Financial Concepts
South Carolina
$59.7K -$1.46K -25 -2%
M
690
MOTCO
Texas
$59.4K +$59.4K +1,014 New
MM
691
Main Management
California
$56K – – –
HS
692
Horan Securities
United States
$53.8K +$53.8K +919 New
VNIM
693
Vaughan Nelson Investment Management
Texas
$51K – – –
PFM
694
Phillips Financial Management
Indiana
$50.2K – – –
LWANC
695
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.8K – – –
MFA
696
McClarren Financial Advisors
Pennsylvania
$48K +$172 +3 +0.4%
NRC
697
New Republic Capital
North Carolina
$46K – – –
MHR
698
Matthew Hamilton Rosenberg
$44.4K – – –
BBHC
699
Brown Brothers Harriman & Co
New York
$44.3K – – –
EWP
700
Elevation Wealth Partners
California
$44.1K +$44.1K +753 New
26 27
28
29 30