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

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$175M
2
CAM
2
Cresset Asset Management
Illinois
$335K
3
EPM
3
Elm Partners Management
Pennsylvania
$28.9M
4
Ameriprise
4
Ameriprise
Minnesota
$84.1M
5
MWM
5
Mission Wealth Management
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$50.1M +$75.8K +1,294 +0.2%
Osaic Holdings
52
Osaic Holdings
Arizona
$48.4M +$8.34M +142,506 +21%
CAMG
53
CWA Asset Management Group
Florida
$46M +$45.5M +776,647 +9,096%
CWM
54
Chemistry Wealth Management
New York
$45.5M +$10.2M +175,011 +29%
EWM
55
Empirical Wealth Management
Washington
$43.7M +$1.16M +19,850 +3%
ERIM
56
Eagle Ridge Investment Management
Connecticut
$43.2M +$1.23M +20,939 +3%
PFA
57
Pure Financial Advisors
California
$43.1M +$5.58M +95,272 +15%
AI
58
Atria Investments
North Carolina
$42.6M +$443K +7,573 +1%
AA
59
Alta Advisers
United Kingdom
$38.9M -$4.36M -74,534 -10%
RWRC
60
R.W. Roge & Company
New York
$38.8M +$36.6M +624,821 +1,622%
Jane Street
61
Jane Street
New York
$37.8M +$19.6M +334,940 +108%
1IA
62
1834 Investment Advisors
Wisconsin
$35.9M +$5.84M +99,782 +19%
WDG
63
Wealth Dimensions Group
Ohio
$34.9M +$1.08M +18,393 +3%
RVPG
64
Relative Value Partners Group
$34.4M +$2.13M +36,365 +7%
G
65
GenTrust
Florida
$34.2M +$25.9M +441,992 +311%
EK
66
Evensky & Katz
Florida
$34M +$1.29M +22,097 +4%
FG
67
Foster Group
Iowa
$32M +$32M +546,542 New
CA
68
Cetera Advisors
Colorado
$31.9M +$2.99M +51,013 +10%
I2I
69
Insight 2811 Inc
Illinois
$31.7M -$1.12M -19,157 -3%
OHIS
70
Oak Harvest Investment Services
Texas
$31.3M +$5.68M +96,993 +22%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$30.9M +$5.91M +101,024 +24%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$30.9M +$19.8M +337,990 +178%
AA
73
Apriem Advisors
California
$30.6M +$173K +2,959 +0.6%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$30.2M +$3.22M +55,055 +12%
BPA
75
Beacon Pointe Advisors
California
$30.1M +$3.89M +66,513 +15%
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