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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
NSG
676
Nalls Sherbakoff Group
Tennessee
$123K +$123K +2,110 New
GWMI
677
Guardian Wealth Management (Illinois)
Illinois
$123K +$20.6K +355 +20%
JWA
678
JFS Wealth Advisors
Pennsylvania
$113K
LB
679
Legacy Bridge
Iowa
$111K
SIS
680
Sound Income Strategies
Florida
$98.5K -$54.1K -931 -36%
AWM
681
Aspire Wealth Management
Massachusetts
$94.1K +$48.7K +838 +109%
BWA
682
BDO Wealth Advisors
Florida
$84.9K +$84.2K +1,450 New
BAAM
683
Baker Avenue Asset Management
California
$76K
WB
684
Webster Bank
Connecticut
$72.2K -$4.18K -72 -6%
APW
685
Atlantic Private Wealth
North Carolina
$71.6K -$1.53M -26,297 -96%
CHA
686
Carmichael Hill & Associates
Maryland
$67.2K
LF
687
Lee Financial
Texas
$66.4K +$65.9K +1,135 New
CFB
688
Cullen/Frost Bankers
Texas
$65.9K
IFAM
689
Institutional & Family Asset Management
Colorado
$65.8K
CT
690
Colonial Trust
South Carolina
$62.7K +$12.6K +217 +25%
HT
691
Headlands Technologies
Illinois
$61.7K +$61.2K +1,054 New
MFC
692
Morris Financial Concepts
South Carolina
$59.7K -$1.45K -25 -2%
M
693
MOTCO
Texas
$59.4K +$58.9K +1,014 New
MM
694
Main Management
California
$56K
HS
695
Horan Securities
United States
$53.8K +$53.4K +919 New
VNIM
696
Vaughan Nelson Investment Management
Texas
$51K
PFM
697
Phillips Financial Management
Indiana
$50.2K
LWANC
698
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.8K
MFA
699
McClarren Financial Advisors
Pennsylvania
$48K +$174 +3 +0.4%
NRC
700
New Republic Capital
North Carolina
$46K

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.