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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
CIAS
51
Capital Investment Advisory Services
North Carolina
$49.6M +$172K +2,949 +0.3%
PFA
52
Pure Financial Advisors
California
$49.1M +$6.7M +115,125 +16%
BFPW
53
BOK Financial Private Wealth
Colorado
$48.6M -$2.72M -46,715 -5%
SWM
54
Spire Wealth Management
Virginia
$47.9M -$19.7M -337,540 -29%
BCM
55
Brookstone Capital Management
Illinois
$47M +$43.1M +739,550 +950%
CWM
56
Chemistry Wealth Management
New York
$45.3M +$457K +7,846 +1%
IDA
57
Intelligence Driven Advisers
California
$44.9M +$45.5M +781,052 New
EWM
58
Empirical Wealth Management
Washington
$44.4M +$1.31M +22,561 +3%
ERIM
59
Eagle Ridge Investment Management
Connecticut
$43.9M +$1.3M +22,411 +3%
Mariner
60
Mariner
Kansas
$40.3M -$15.5M -266,374 -28%
AA
61
Alta Advisers
United Kingdom
$40.2M +$1.88M +32,315 +5%
I2I
62
Insight 2811 Inc
Illinois
$37.6M +$6.34M +108,938 +20%
OHIS
63
Oak Harvest Investment Services
Texas
$37.4M +$6.6M +113,393 +21%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$37M -$22.9M -392,702 -38%
1IA
65
1834 Investment Advisors
Wisconsin
$36.5M +$1.11M +19,000 +3%
RVPG
66
Relative Value Partners Group
$35.8M +$1.95M +33,464 +6%
WDG
67
Wealth Dimensions Group
Ohio
$34.4M +$8.27K +142 +0%
CA
68
Cetera Advisors
Colorado
$33M +$1.6M +27,461 +5%
FG
69
Foster Group
Iowa
$32.5M +$912K +15,657 +3%
SS
70
Simplicity Solutions
Minnesota
$31.7M +$8.1M +139,115 +34%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$31.6M +$1.82M +31,252 +6%
BPA
72
Beacon Pointe Advisors
California
$31M +$1.36M +23,348 +5%
PAG
73
Private Advisor Group
New Jersey
$30.7M +$16.4M +282,292 +113%
MIA
74
MainStreet Investment Advisors
Illinois
$30.2M +$1.55M +26,625 +5%
AA
75
Apriem Advisors
California
$29.9M -$203K -3,490 -0.7%

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.