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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
CIAS
51
Capital Investment Advisory Services
North Carolina
$50.1M +$75.1K +1,294 +0.2%
Osaic Holdings
52
Osaic Holdings
Arizona
$48.4M +$8.27M +142,506 +21%
CAMG
53
CWA Asset Management Group
Florida
$46M +$45.1M +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 +$1.15M +19,850 +3%
ERIM
56
Eagle Ridge Investment Management
Connecticut
$43.2M +$1.22M +20,939 +3%
PFA
57
Pure Financial Advisors
California
$43.1M +$5.53M +95,272 +15%
AI
58
Atria Investments
North Carolina
$42.6M +$440K +7,573 +1%
AA
59
Alta Advisers
United Kingdom
$38.9M -$4.33M -74,534 -10%
RWRC
60
R.W. Roge & Company
New York
$38.8M +$36.3M +624,821 +1,622%
Jane Street
61
Jane Street
New York
$37.8M +$19.4M +334,940 +108%
1IA
62
1834 Investment Advisors
Wisconsin
$35.9M +$5.79M +99,782 +19%
WDG
63
Wealth Dimensions Group
Ohio
$34.9M +$1.07M +18,393 +3%
RVPG
64
Relative Value Partners Group
$34.4M +$2.11M +36,365 +7%
G
65
GenTrust
Florida
$34.2M +$25.7M +441,992 +311%
EK
66
Evensky & Katz
Florida
$34M +$1.28M +22,097 +4%
FG
67
Foster Group
Iowa
$32M +$31.7M +546,542 New
CA
68
Cetera Advisors
Colorado
$31.9M +$2.96M +51,013 +10%
I2I
69
Insight 2811 Inc
Illinois
$31.7M -$1.11M -19,157 -3%
OHIS
70
Oak Harvest Investment Services
Texas
$31.3M +$5.63M +96,993 +22%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$30.9M +$5.87M +101,024 +24%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$30.9M +$19.6M +337,990 +178%
AA
73
Apriem Advisors
California
$30.6M +$172K +2,959 +0.6%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$30.2M +$3.2M +55,055 +12%
BPA
75
Beacon Pointe Advisors
California
$30.1M +$3.86M +66,513 +15%

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.