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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
Simplex Trading
726
Simplex Trading
Illinois
$87K +$87.5K +1,519 New
CT
727
Colonial Trust
South Carolina
$81.4K +$26.6K +462 +49%
CFB
728
Cullen/Frost Bankers
Texas
$80.9K +$16.1K +280 +25%
SWM
729
Sugarloaf Wealth Management
Georgia
$80.6K +$692 +12 +0.9%
BAAM
730
Baker Avenue Asset Management
California
$74.8K
WTC
731
WhitTier Trust Company
Nevada
$73.4K -$215K -3,730 -75%
NA
732
Nordwand Advisors
Pennsylvania
$72.7K
SIS
733
Sound Income Strategies
Florida
$72.5K -$2.88K -50 -4%
WB
734
Webster Bank
Connecticut
$68.7K -$2.31K -40 -3%
IFAM
735
Institutional & Family Asset Management
Colorado
$64.7K
MFC
736
Morris Financial Concepts
South Carolina
$60.9K
LWANC
737
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K +$8.07K +140 +16%
MM
738
Main Management
California
$55K
FFC
739
First Financial Corp
Indiana
$54.2K +$54.2K +941 New
S
740
Syntrinsic
Colorado
$51.9K +$51.9K +900 New
BWL
741
Bogart Wealth LLC
Virginia
$51.8K +$23.1K +400 +80%
VNIM
742
Vaughan Nelson Investment Management
Texas
$50K
OSAM
743
O'Shaughnessy Asset Management
Connecticut
$49.7K +$25.5K +443 +105%
PFM
744
Phillips Financial Management
Indiana
$49.4K
GRP
745
Global Retirement Partners
California
$49K +$28.2K +489 +135%
MFA
746
McClarren Financial Advisors
Pennsylvania
$48K -$634 -11 -1%
NSIM
747
North Star Investment Management
Illinois
$44.4K +$44.4K +771 New
MHR
748
Matthew Hamilton Rosenberg
$43.7K
EWP
749
Elevation Wealth Partners
California
$43.6K +$173 +3 +0.4%
IPW
750
Impact Partnership Wealth
Georgia
$42K +$23.6K +409 +128%

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.