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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
GLLW
826
Graves Light Lenhart Wealth
Virginia
-$2.55M -44,227 Closed
TCWM
827
Total Clarity Wealth Management
Illinois
-$1.69M -29,304 Closed
EWMCB
828
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$1.39M -24,080 Closed
CWP
829
Core Wealth Partners
California
-$1.38M -23,857 Closed
FP
830
Fiduciary Planning
Florida
-$1.06M -18,388 Closed
AWA
831
Arete Wealth Advisors
Illinois
-$715K -12,378 Closed
AG
832
Ascent Group
Virginia
-$643K -11,139 Closed
CWAG
833
Compton Wealth Advisory Group
Virginia
-$590K -10,213 Closed
AT
834
American Trust
Kentucky
-$537K -9,310 Closed
Susquehanna International Group
835
Susquehanna International Group
Pennsylvania
-$515K -8,928 Closed
AP
836
Arlington Partners
Alabama
-$505K -8,755 Closed
CFG
837
Citizens Financial Group
Rhode Island
-$500K -8,661 Closed
FFS
838
Founders Financial Securities
Maryland
-$496K -8,600 Closed
TPA
839
Trivium Point Advisory
Connecticut
-$442K -7,665 Closed
TI
840
Trexquant Investment
Connecticut
-$436K -7,550 Closed
ACS
841
Archford Capital Strategies
Illinois
-$431K -7,464 Closed
BTWM
842
Baker Tilly Wealth Management
Wisconsin
-$428K -7,411 Closed
BBA
843
Braun-Bostich & Associates
Pennsylvania
-$421K -7,288 Closed
HI
844
Horizon Investments
North Carolina
-$406K -7,080 Closed
Fisher Asset Management
845
Fisher Asset Management
Washington
-$345K -5,973 Closed
AC
846
ASB Consultores
Florida
-$339K -5,865 Closed
WCA
847
Waypoint Capital Advisors
Minnesota
-$320K -5,548 Closed
CSIA
848
Charles Schwab Investment Advisory
California
-$306K -5,293 Closed
V
849
Veritable
Delaware
-$300K -5,188 Closed
FPFS
850
First Personal Financial Services
North Carolina
-$293K -5,073 Closed

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.