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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
API
776
Advisor Partners II
California
-$3.77M -65,261 Closed
SFS
777
Sowell Financial Services
Arkansas
-$3.76M -64,960 Closed
TAM
778
Tocqueville Asset Management
New York
-$3.38M -58,415 Closed
RCI
779
RS Crum Inc
California
-$3.31M -57,265 Closed
TSS
780
Two Sigma Securities
New York
-$3.29M -56,906 Closed
USCWA
781
U.S. Capital Wealth Advisors
Texas
-$3.18M -54,939 Closed
BEC
782
Blue Edge Capital
Virginia
-$1.9M -32,864 Closed
QFA
783
Quattro Financial Advisors
Texas
-$1.79M -30,981 Closed
WI
784
WBI Investments
New Jersey
-$1.56M -27,011 Closed
CS
785
Comerica Securities
Michigan
-$1.54M -26,579 Closed
SG
786
StoneX Group
New York
-$1.22M -21,038 Closed
EWM
787
Edge Wealth Management
New York
-$1.13M -19,600 Closed
CA
788
Calton & Associates
Florida
-$975K -16,864 Closed
CAP
789
Columbia Advisory Partners
Washington
-$792K -13,700 Closed
RCA
790
Resonant Capital Advisors
Wisconsin
-$740K -12,802 Closed
SFG
791
Snider Financial Group
Washington
-$709K -12,254 Closed
TCOK
792
Trust Company of Kansas
Kansas
-$698K -12,072 Closed
SFA
793
Sequoia Financial Advisors
Ohio
-$647K -11,198 Closed
PFA
794
Petra Financial Advisors
Colorado
-$595K -10,287 Closed
DI
795
DAGCO Inc
Ohio
-$566K -9,781 Closed
PA
796
Procyon Advisors
Connecticut
-$411K -7,105 Closed
WDC
797
Woodward Diversified Capital
California
-$377K -6,521 Closed
PCIA
798
Prime Capital Investment Advisors
Kansas
-$376K -6,501 Closed
WI
799
Wintrust Investments
Illinois
-$305K -5,279 Closed
CAG
800
Compass Advisory Group
New York
-$301K -5,171 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.