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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

804 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, 311 increasing their positions, 303 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+5
Holders Change %
+0.63%
% of All Funds
12.82%
Holding in Top 10
123
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.13%
% of All Funds
1.96%
New
92
Increased
311
Reduced
303
Closed
79
Calls
$9.58M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24B
2
NL
NEPC LLC
Massachusetts
$110M
3
Northern Trust
Northern Trust
Illinois
$88.8M
4
CAI
Capital Advisors Inc
Oklahoma
$69.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$231M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$227M
2
Wells Fargo
Wells Fargo
California
$333M
3
Morgan Stanley
Morgan Stanley
New York
$1.08B
4
Citigroup
Citigroup
New York
$17M
5
WL
WIT LLC
District of Columbia
$930M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
801
Avion Wealth
Texas
$1K -$1.83K -42 -65%
TFGT
802
TS Financial Group (TSFG)
Illinois
$1K – – –
NMG
803
New Millennium Group
Utah
$939 -$411 -7 -30%
BWS
804
Buck Wealth Strategies
Colorado
$922 +$922 +16 New
BCWM
805
Bartlett & Co Wealth Management
Ohio
$288 – – –
BNP Paribas Financial Markets
806
BNP Paribas Financial Markets
France
$288 +$288 +5 New
RA
807
Rise Advisors
New York
$15 -$8.14K -141 Closed
MWM
808
Merriman Wealth Management
Washington
– -$22.9M -397,443 Closed
NCM
809
Northland Capital Management
Minnesota
– -$18M -312,489 Closed
DRS
810
Deane Retirement Strategies
Louisiana
– -$16.1M -279,396 Closed
CCM
811
Canal Capital Management
Virginia
– -$14M -242,199 Closed
TM
812
Titan Managers
Arizona
– -$11M -191,308 Closed
PCP
813
Proficio Capital Partners
Massachusetts
– -$10.8M -187,881 Closed
CRWM
814
Castle Rock Wealth Management
California
– -$8.76M -152,299 Closed
AIA
815
Acute Investment Advisory
Arizona
– -$8.12M -140,702 Closed
VIA
816
Vident Investment Advisory
Georgia
– -$7.29M -126,281 Closed
DF
817
Donoghue Forlines
Massachusetts
– -$6.12M -105,932 Closed
CGL
818
Clarius Group LLC
Washington
– -$5.48M -95,011 Closed
RWA
819
Rooted Wealth Advisors
Illinois
– -$5.1M -88,585 Closed
NWM
820
NEIRG Wealth Management
Massachusetts
– -$4.19M -72,653 Closed
SSW
821
Smith Shellnut Wilson
Mississippi
– -$2.6M -45,000 Closed
GLLW
822
Graves Light Lenhart Wealth
Virginia
– -$2.55M -44,227 Closed
TCWM
823
Total Clarity Wealth Management
Illinois
– -$1.69M -29,304 Closed
EWMCB
824
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$1.39M -24,080 Closed
CWP
825
Core Wealth Partners
California
– -$1.38M -23,857 Closed
31 32
33
34 35