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Vanguard Short-Term Treasury ETF

763 hedge funds and large institutions have $13.4B invested in Vanguard Short-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 325 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $8.67M | Put options by funds: $1.69M

75% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 63

38% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 235

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.06B)

4% more funds holding in top 10

Funds holding in top 10: 115120 (+5)

4% more funds holding

Funds holding: 732763 (+31)

0.56% more ownership

Funds ownership: 60.78%61.34% (+0.56%)

Holders
763
Holders Change
+31
Holders Change %
+4.23%
% of All Funds
12.16%
Holding in Top 10
120
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.35%
% of All Funds
1.91%
New
110
Increased
325
Reduced
235
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
76
MainStreet Investment Advisors
Illinois
$29.1M +$5.43M +93,454 +23%
EPM
77
Elm Partners Management
Pennsylvania
$28.9M -$72.3M -1,244,955 -72%
TCPWM
78
Traverso Chambers Private Wealth Management
California
$28.6M -$75.4K -1,298 -0.3%
BCI
79
Brinker Capital Investments
Pennsylvania
$28.5M +$682K +11,738 +2%
OPS
80
Orion Portfolio Solutions
Nebraska
$28.5M +$23.9M +411,903 +549%
CST
81
Charles Schwab Trust
Nevada
$27.9M -$226K -3,885 -0.8%
WAS
82
Winch Advisory Services
Wisconsin
$27.1M +$532K +9,157 +2%
CAN
83
Cetera Advisor Networks
California
$27M +$7.82M +134,735 +41%
RJA
84
Raymond James & Associates
Florida
$26.7M +$1.63M +28,022 +7%
GM
85
GeoWealth Management
Illinois
$25.9M +$25.4M +437,884 +10,195%
VRM
86
Vectors Research Management
New York
$25.8M +$1.61M +27,788 +7%
CC
87
Cypress Capital
Tennessee
$25.3M +$1.03M +17,739 +4%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$25M -$923K -15,900 -4%
SC
89
Schiavi & Co
Delaware
$24.7M +$23.9M +411,994 +3,851%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$24.7M +$1.31M +22,602 +6%
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$24.5M +$4.88M +84,000 +25%
HC
92
HNP Capital
New York
$24.5M +$1.35M +23,236 +6%
OCG
93
Opus Capital Group
Ohio
$24.3M +$3.27M +56,257 +16%
BFG
94
Bleakley Financial Group
New Jersey
$24M -$3.43M -59,107 -13%
SS
95
Simplicity Solutions
Minnesota
$24M +$23.8M +410,470 New
ONB
96
Old National Bancorp
Indiana
$23.8M +$6.79M +116,911 +40%
CFD
97
Creative Financial Designs
Indiana
$23M +$22.2M +381,923 +3,697%
CI
98
Cordant Inc
Oregon
$22.7M +$450K +7,749 +2%
EC
99
Estate Counselors
Wisconsin
$22.1M -$820K -14,130 -4%
PIN
100
Prudent Investors Network
California
$21.8M +$21.7M +373,133 New

VGSH Hedge Fund Activity: Q1 2023 in Review

763 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2023, worth a combined $13.4B — up 8.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new VGSH positions and 63 closed out — a net gain of 47 holders — while 325 added to existing stakes and 235 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $147M. The largest seller was UBS Group, cutting an estimated $84.1M.

  • 763 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2023, up from 732 in Q4 2022.
  • Funds reported $13.4B of Vanguard Short-Term Treasury ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 110 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2023 and 63 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2023 was UBS Group, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2023.