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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
OCG
76
Opus Capital Group
Ohio
$30M +$724K +12,568 +2%
TCPWM
77
Traverso Chambers Private Wealth Management
California
$29.8M +$333K +5,773 +1%
CAN
78
Cetera Advisor Networks
California
$29M +$1.56M +27,123 +6%
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$28.5M +$2.09M +36,304 +8%
PAG
80
Private Advisor Group
New Jersey
$28.3M -$2.35M -40,829 -8%
WAS
81
Winch Advisory Services
Wisconsin
$28M +$992K +17,212 +4%
SWM
82
Spire Wealth Management
Virginia
$27.5M -$20.3M -351,718 -42%
FGAM
83
Financial Gravity Asset Management
Texas
$27.5M +$33.9M +587,870 +4,663%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$27M -$320K -5,554 -1%
EC
85
Estate Counselors
Wisconsin
$27M +$27M +468,040 New
SWA
86
Strata Wealth Advisors
Texas
$26.2M +$26.2M +454,826 New
BPA
87
Beacon Pointe Advisors
California
$25.8M -$5.09M -88,358 -16%
SS
88
Simplicity Solutions
Minnesota
$25.5M -$6.2M -107,626 -20%
AWM
89
Arista Wealth Management
Nevada
$25.4M +$3M +52,120 +13%
SC
90
Schiavi & Co
Delaware
$25.4M +$299K +5,185 +1%
CST
91
Charles Schwab Trust
Nevada
$25.4M -$1.38M -23,869 -5%
AIM
92
AMI Investment Management
Indiana
$25.2M +$25.2M +437,300 New
BFG
93
Bleakley Financial Group
New Jersey
$24.8M -$1.9M -33,003 -7%
DIM
94
Delta Investment Management
California
$24.3M +$23.7M +410,980 +4,063%
UCFA
95
United Capital Financial Advisors
Texas
$23.5M +$834K +14,479 +4%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$23.4M -$2.47M -42,782 -10%
CI
97
Cordant Inc
Oregon
$23.3M +$1.15M +19,887 +5%
ML
98
Mayport LLC
Massachusetts
$23.3M +$1.45M +25,090 +7%
PPW
99
Presilium Private Wealth
Pennsylvania
$22.7M +$11M +190,632 +94%
FOA
100
Five Oceans Advisors
California
$22.4M +$1.1M +19,108 +5%

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.