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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
GWM
751
Geneos Wealth Management
Colorado
$5.62K +$5.57K +96 New
NFSG
752
Newbridge Financial Services Group
Florida
$5.5K
BCMLT
753
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.09K
OIA
754
Optimum Investment Advisors
Illinois
$4.41K -$174K -3,000 -98%
AA
755
Addison Advisors
Vermont
$4.1K -$2.9K -50 -42%
BSB
756
Bangor Savings Bank
Maine
$3.04K
AW
757
Avion Wealth
Texas
$3K
AA
758
AlphaMark Advisors
Kentucky
$3K +$2.79K +48 New
CA
759
Clearstead Advisors
Ohio
$1.64K
NMG
760
New Millennium Group
Utah
$1.36K -$871 -15 -39%
VWM
761
Venturi Wealth Management
Texas
$1.35K +$1.33K +23 New
FGAM
762
Financial Gravity Asset Management
Texas
$461 +$364K +6,276 +397%
CPFP
763
Clear Perspectives Financial Planning
Ohio
$410
PO
764
Private Ocean
California
$47
CIAS
765
CBIZ Investment Advisory Services
Ohio
-$51.3M -886,837 Closed
Renaissance Technologies
766
Renaissance Technologies
New York
-$19.6M -338,420 Closed
IA
767
IFS Advisors
Kansas
-$14.6M -252,127 Closed
NCG
768
Newport Capital Group
New Jersey
-$10.7M -184,550 Closed
EFG
769
Everhart Financial Group
Ohio
-$7.67M -132,665 Closed
LHWM
770
Lake Hills Wealth Management
Texas
-$7.54M -130,475 Closed
TI
771
Tidal Investments
Wisconsin
-$7.48M -129,413 Closed
VCM
772
Vivaldi Capital Management
Illinois
-$5.52M -94,911 Closed
BCP
773
Blackhawk Capital Partners
Wisconsin
-$4.78M -82,649 Closed
ICG
774
InterOcean Capital Group
Tennessee
-$4.55M -78,755 Closed
ASW
775
Astoria Strategic Wealth
Texas
-$3.92M -67,883 Closed

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.