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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
WP
751
WealthPLAN Partners
Nebraska
$29.6K +$291 +5 +1%
CAL
752
Capital Analysts LLC
Pennsylvania
$29K +$29.1K +500 New
BWL
753
Bogart Wealth LLC
Virginia
$28.9K
PWMG
754
Prestige Wealth Management Group
New Jersey
$28.8K
TAM
755
Tucker Asset Management
Colorado
$27.9K
HWM
756
Horizons Wealth Management
North Carolina
$24.3K -$1.86K -32 -7%
OSAM
757
O'Shaughnessy Asset Management
Connecticut
$24.2K +$24.5K +420 New
TWM
758
Tradition Wealth Management
Minnesota
$21K +$6.93K +119 +50%
GRP
759
Global Retirement Partners
California
$21K -$136K -2,332 -87%
IGWM
760
ICA Group Wealth Management
Colorado
$19.8K +$20K +343 New
AWM
761
Avior Wealth Management
Nebraska
$19K +$116 +2 +0.6%
Fidelity Investments
762
Fidelity Investments
Massachusetts
$18.9K -$112K -1,917 -85%
IPW
763
Impact Partnership Wealth
Georgia
$18.5K +$18.6K +320 New
KFI
764
Key Financial Inc
Pennsylvania
$18.2K +$18.3K +315 New
AT
765
Avalon Trust
New Mexico
$17.4K +$17.5K +301 New
PCMC
766
Private Capital Management (Colorado)
Colorado
$17.1K
Bessemer Group
767
Bessemer Group
New Jersey
$17K
SC
768
Stephens Consulting
Michigan
$17K
Fifth Third Bancorp
769
Fifth Third Bancorp
Ohio
$16K -$127K -2,178 -89%
FFA
770
Founders Financial Alliance
North Carolina
$16K +$16.1K +277 New
SS
771
Sunbelt Securities
Texas
$15.2K -$19.3K -332 -56%
MCM
772
Manchester Capital Management
Vermont
$14.9K -$2.44K -42 -14%
BWM
773
Baystate Wealth Management
Massachusetts
$14.8K -$8.62K -148 -37%
CHA
774
Carmichael Hill & Associates
Maryland
$13.3K -$53.4K -917 -80%
FM
775
Family Management
New York
$12K -$2.91K -50 -19%

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.