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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
IDA
51
Intelligence Driven Advisers
California
$50.3M +$5.49M +95,310 +12%
CIAS
52
Capital Investment Advisory Services
North Carolina
$49.9M +$414K +7,191 +0.8%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$47.8M +$26.3M +455,913 +122%
BFPW
54
BOK Financial Private Wealth
Colorado
$47M -$1.46M -25,294 -3%
EWM
55
Empirical Wealth Management
Washington
$46.2M +$1.87M +32,465 +4%
CWM
56
Chemistry Wealth Management
New York
$46.1M +$961K +16,674 +2%
I2I
57
Insight 2811 Inc
Illinois
$46M +$8.44M +146,514 +22%
ERIM
58
Eagle Ridge Investment Management
Connecticut
$44.5M +$645K +11,186 +1%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.2M +$44.2M +767,014 +412,373%
SIS
60
Strategic Investment Solutions
Illinois
$43.1M +$43.1M +748,076 New
1IA
61
1834 Investment Advisors
Wisconsin
$40.8M +$4.33M +75,142 +12%
RVPG
62
Relative Value Partners Group
$40M +$4.25M +73,785 +12%
HIG
63
Herr Investment Group
Texas
$39.3M -$20.9M -361,964 -35%
AA
64
Alta Advisers
United Kingdom
$39.3M -$800K -13,875 -2%
OHIS
65
Oak Harvest Investment Services
Texas
$39M +$1.68M +29,179 +5%
BCM
66
Brookstone Capital Management
Illinois
$37.4M -$9.62M -166,876 -20%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$37.1M +$162K +2,803 +0.4%
Mariner
68
Mariner
Kansas
$35.9M -$4.37M -75,829 -11%
ONB
69
Old National Bancorp
Indiana
$35.7M +$8.13M +141,151 +29%
WDG
70
Wealth Dimensions Group
Ohio
$35.7M +$1.39M +24,142 +4%
CA
71
Cetera Advisors
Colorado
$34.7M +$1.79M +30,982 +5%
FG
72
Foster Group
Iowa
$33.8M +$1.41M +24,535 +4%
MML Investors Services
73
MML Investors Services
Massachusetts
$32.2M -$25.6M -444,029 -44%
MIA
74
MainStreet Investment Advisors
Illinois
$31.5M +$1.33M +23,106 +4%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$30M +$3.01M +52,162 +11%

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.