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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
RL
826
Retireful LLC
Michigan
-$779K -13,300 Closed
RWMG
827
Redwood Wealth Management Group
New Jersey
-$754K -12,882 Closed
MHS
828
M Holdings Securities
Oregon
-$694K -11,861 Closed
DP
829
Dearborn Partners
Illinois
-$575K -9,826 Closed
RFP
830
Root Financial Partners
California
-$521K -8,899 Closed
WDL
831
Well Done LLC
Michigan
-$469K -8,017 Closed
MMA
832
Miracle Mile Advisors
California
-$417K -7,120 Closed
DK
833
David Kennon
Florida
-$402K -6,859 Closed
VCM
834
Vision Capital Management
Oregon
-$395K -6,750 Closed
Empower Advisory Group
835
Empower Advisory Group
Colorado
-$384K -6,566 Closed
CAM
836
Cresset Asset Management
Illinois
-$335K -5,730 Closed
WAM
837
WNY Asset Management
New York
-$317K -5,420 Closed
SFA
838
Source Financial Advisors
New York
-$308K -5,267 Closed
RA
839
RFG Advisory
Alabama
-$291K -4,976 Closed
SCA
840
Snowden Capital Advisors
New York
-$275K -4,705 Closed
PMA
841
Prudent Man Advisors
Illinois
-$259K -4,436 Closed
SAM
842
Stansberry Asset Management
Texas
-$253K -4,216 Closed
FCM
843
Fourpath Capital Management
Oklahoma
-$242K -4,135 Closed
SAG
844
SageView Advisory Group
California
-$238K -4,061 Closed
SFS
845
Strategic Financial Services
New York
-$230K -3,922 Closed
GWM
846
Gray Wealth Management
Maine
-$226K -3,855 Closed
TLFA
847
True Link Financial Advisors
California
-$207K -3,543 Closed
FGA
848
Fortis Group Advisors
New Jersey
-$205K -3,500 Closed
LS
849
Leelyn Smith
Illinois
-$202K -3,456 Closed
JIR
850
James Investment Research
Ohio
-$162K -2,774 Closed

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.