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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
HR
701
Howe & Rusling
New York
$140K +$1.63K +28 +1%
LFG
702
Larson Financial Group
Missouri
$139K +$105K +1,802 +298%
JWA
703
JFS Wealth Advisors
Pennsylvania
$137K +$26.2K +450 +23%
WCMN
704
Westchester Capital Management (Nebraska)
Nebraska
$132K
WOSD
705
WFA of San Diego
California
$132K +$133K +2,279 New
PP
706
Pacifica Partners
Canada
$126K
NSG
707
Nalls Sherbakoff Group
Tennessee
$123K
FNBOSM
708
First National Bank of South Miami
Florida
$122K -$9.66K -166 -7%
GWMI
709
Guardian Wealth Management (Illinois)
Illinois
$120K -$932 -16 -0.8%
GPI
710
General Partner Inc
Pennsylvania
$115K +$116K +2,000 New
LB
711
Legacy Bridge
Iowa
$110K
AAM
712
Advisors Asset Management
Colorado
$101K -$106K -1,823 -51%
FHA
713
First Horizon Advisors
Tennessee
$91.2K -$67.9K -1,167 -42%
HT
714
Headlands Technologies
Illinois
$90.8K +$30.2K +519 +49%
AWM
715
Aspire Wealth Management
Massachusetts
$89.5K -$3.32K -57 -4%
SWM
716
Sugarloaf Wealth Management
Georgia
$80K +$80.8K +1,387 New
SIS
717
Sound Income Strategies
Florida
$75.5K -$21.8K -375 -22%
BAAM
718
Baker Avenue Asset Management
California
$75K
NA
719
Nordwand Advisors
Pennsylvania
$72.9K +$40.8K +701 +125%
WB
720
Webster Bank
Connecticut
$71.2K
CFB
721
Cullen/Frost Bankers
Texas
$64.9K
IFAM
722
Institutional & Family Asset Management
Colorado
$64.9K
APW
723
Atlantic Private Wealth
North Carolina
$62.1K -$8.62K -148 -12%
LF
724
Lee Financial
Texas
$61.3K -$4.25K -73 -6%
MFC
725
Morris Financial Concepts
South Carolina
$61K +$2.21K +38 +4%

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.