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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
DWM
676
Drive Wealth Management
Utah
$218K
TFA
677
Tobias Financial Advisors
Florida
$218K
IAA
678
Independent Advisor Alliance
North Carolina
$217K +$9.91K +172 +5%
FWM
679
FFT Wealth Management
Pennsylvania
$216K +$922 +16 +0.4%
GSAM
680
Grant Street Asset Management
Pennsylvania
$215K -$20M -346,253 -99%
AIP
681
Almanack Investment Partners
Pennsylvania
$215K +$6.63K +115 +3%
TA
682
Tiedemann Advisors
New York
$213K
NP
683
NorthRock Partners
Minnesota
$212K +$2.31K +40 +1%
DT
684
Diversified Trust
Tennessee
$210K +$210K +3,641 New
SSWM
685
Strait & Sound Wealth Management
California
$210K +$210K +3,639 New
FTS
686
Fifth Third Securities
Ohio
$209K +$209K +3,622 New
PA
687
Parallel Advisors
California
$208K -$19K -330 -8%
AIA
688
Arcadia Investment Advisors
Idaho
$207K +$1.21K +21 +0.6%
BDWCC
689
B&D White Capital Company
Texas
$206K -$4.55K -79 -2%
CWA
690
Clearview Wealth Advisors
Oregon
$206K -$8.24K -143 -4%
FGA
691
Fortis Group Advisors
New Jersey
$205K +$202K +3,500 New
AWMNH
692
Arcadia Wealth Management (New Hampshire)
New Hampshire
$204K +$204K +3,543 New
VC
693
Veracity Capital
Georgia
$204K -$907K -15,745 -82%
IWA
694
IVC Wealth Advisors
Pennsylvania
$202K +$231 +4 +0.1%
LG
695
LaFleur & Godfrey
Michigan
$202K -$461K -8,000 -70%
SIC
696
Salem Investment Counselors
North Carolina
$201K -$94.5K -1,639 -32%
PFPT
697
Pinnacle Financial Partners (Tennessee)
Tennessee
$200K
RWRC
698
R.W. Roge & Company
New York
$200K -$160K -2,783 -44%
AWM
699
Atticus Wealth Management
Florida
$178K +$178K +3,083 New
BLC
700
Brown, Lisle/Cummings
Rhode Island
$173K

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.