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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
FM
776
Family Management
New York
$12K
ACA
777
Aptus Capital Advisors
Alabama
$11.4K -$1.21M -20,962 -99%
CIA
778
Cape Investment Advisory
Georgia
$10.4K
Bessemer Group
779
Bessemer Group
New Jersey
$10K -$6.92K -120 -40%
SC
780
Steph & Co
Wisconsin
$9.85K +$9.86K +171 New
DWMG
781
DB Wealth Management Group
California
$9.39K
C
782
Covestor
United Kingdom
$9K +$1.33K +23 +17%
MWA
783
Moser Wealth Advisors
Washington
$8.06K -$23.6K -410 -75%
LF
784
Lee Financial
Texas
$7.78K -$53.4K -927 -87%
CA
785
Crewe Advisors
Utah
$7.6K
MCM
786
Manchester Capital Management
Vermont
$7.49K -$7.38K -128 -50%
TAM
787
Tucker Asset Management
Colorado
$7.32K -$20.6K -357 -74%
OCM
788
Orion Capital Management
California
$6.97K +$6.97K +121 New
RIA
789
Realta Investment Advisors
Delaware
$5.77K
GWM
790
Geneos Wealth Management
Colorado
$5.53K
NFSG
791
Newbridge Financial Services Group
Florida
$5.41K
HWP
792
Hibernia Wealth Partners
Louisiana
$5.41K +$5.42K +94 New
BCMLT
793
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.02K
PP
794
PrairieView Partners
Minnesota
$5K -$1.09K -19 -17%
SFA
795
Semmax Financial Advisors
North Carolina
$4.38K +$4.38K +76 New
OIA
796
Optimum Investment Advisors
Illinois
$4.34K
PWMG
797
Prestige Wealth Management Group
New Jersey
$3.46K -$25.3K -439 -88%
AA
798
AlphaMark Advisors
Kentucky
$3K
BSB
799
Bangor Savings Bank
Maine
$3K
CP
800
Castleview Partners
Texas
$2.71K +$2.71K +47 New

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.