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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
PFS
851
Prospera Financial Services
Texas
-$292K -5,058 Closed
CA
852
Continuum Advisory
Idaho
-$288K -4,982 Closed
MCI
853
MRP Capital Investments
Georgia
-$287K -4,975 Closed
VWA
854
V Wealth Advisors
Kansas
-$270K -4,670 Closed
AL
855
ACAS LLC
California
-$268K -4,639 Closed
EA
856
Eclectic Associates
California
-$266K -4,607 Closed
LFP
857
Leeward Financial Partners
Washington
-$261K -4,521 Closed
WG
858
Watchman Group
Texas
-$260K -4,500 Closed
WEG
859
World Equity Group
Illinois
-$255K -4,422 Closed
SC
860
Savant Capital
Illinois
-$242K -4,191 Closed
VAS
861
Vestmark Advisory Solutions
Massachusetts
-$235K -4,073 Closed
WFPG
862
Waller Financial Planning Group
Ohio
-$233K -4,030 Closed
CWM
863
Cordatus Wealth Management
Pennsylvania
-$226K -3,920 Closed
MAA
864
Mraz Amerine & Associates
California
-$223K -3,865 Closed
TWA
865
Talisman Wealth Advisors
New Jersey
-$223K -3,864 Closed
MKA
866
M. Kulyk & Associates
Georgia
-$209K -3,623 Closed
SHFA
867
SC&H Financial Advisors
Maryland
-$207K -3,592 Closed
Members Trust
868
Members Trust
Florida
-$207K -3,590 Closed
MRWM
869
ML&R Wealth Management
Texas
-$204K -3,533 Closed
AWM
870
Activest Wealth Management
Florida
-$204K -2,652 Closed
AAM
871
Advisors Asset Management
Colorado
-$101K -1,743 Closed
HT
872
Headlands Technologies
Illinois
-$90.8K -1,573 Closed
AWM
873
Aspire Wealth Management
Massachusetts
-$89.5K -1,551 Closed
APW
874
Atlantic Private Wealth
North Carolina
-$62.1K -1,075 Closed
HS
875
Horan Securities
United States
-$53.4K -926 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.