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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
TFA
676
Tobias Financial Advisors
Florida
$218K -$10.9K -188 -5%
CTC
677
Central Trust Company
Missouri
$216K
FWM
678
FFT Wealth Management
Pennsylvania
$216K -$771K -13,248 -78%
CWA
679
Clearview Wealth Advisors
Oregon
$215K -$7.51K -129 -3%
FFM
680
Flagstone Financial Management
Nebraska
$214K
TA
681
Tiedemann Advisors
New York
$213K -$1.74M -29,896 -89%
BDWCC
682
B&D White Capital Company
Texas
$211K +$213K +3,661 New
PFO
683
Pathstone Family Office
New Jersey
$211K
NP
684
NorthRock Partners
Minnesota
$210K +$212K +3,633 New
MKA
685
M. Kulyk & Associates
Georgia
$209K -$29.9K -513 -12%
AIP
686
Almanack Investment Partners
Pennsylvania
$208K +$210K +3,609 New
SHFA
687
SC&H Financial Advisors
Maryland
$207K +$815 +14 +0.4%
Members Trust
688
Members Trust
Florida
$207K +$209K +3,590 New
IAA
689
Independent Advisor Alliance
North Carolina
$207K +$209K +3,587 New
AIA
690
Arcadia Investment Advisors
Idaho
$206K
AWM
691
Activest Wealth Management
Florida
$204K +$154K +2,652 New
MRWM
692
ML&R Wealth Management
Texas
$204K
IWA
693
IVC Wealth Advisors
Pennsylvania
$202K +$204K +3,501 New
AF
694
Allworth Financial
California
$202K -$17.3K -297 -8%
CGPCS
695
Capital Group Private Client Services
California
$201K -$803K -13,792 -80%
PFPT
696
Pinnacle Financial Partners (Tennessee)
Tennessee
$201K
BLC
697
Brown, Lisle/Cummings
Rhode Island
$173K +$29.1K +500 +20%
PTC
698
Private Trust Company
Ohio
$165K
M
699
MOTCO
Texas
$164K +$106K +1,821 +180%
GTAM
700
Global Trust Asset Management
Florida
$148K

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.