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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
FOA
101
Five Oceans Advisors
California
$21.5M -$454K -7,822 -2%
SWA
102
Strata Wealth Advisors
Texas
$21.5M -$730K -12,573 -3%
GSAM
103
Grant Street Asset Management
Pennsylvania
$21.3M +$261K +4,502 +1%
STA
104
Summit Trail Advisors
New York
$20.9M +$16.1M +277,847 +350%
ML
105
Mayport LLC
Massachusetts
$20.9M +$3.24M +55,785 +19%
OWM
106
OneAscent Wealth Management
Alabama
$20.5M +$1.75M +30,226 +9%
NW
107
NewEdge Wealth
Pennsylvania
$20M +$3.72M +64,004 +23%
LFA
108
Level Financial Advisors
New York
$19M -$379K -6,529 -2%
MIM
109
Miller Investment Management
Pennsylvania
$18.7M -$391K -6,726 -2%
CCB
110
Country Club Bank
Missouri
$18.7M +$2.7M +46,434 +17%
SIA
111
SeaBridge Investment Advisors
New Jersey
$18.5M +$612K +10,533 +3%
GAM
112
Gould Asset Management
California
$18.4M +$1.04M +17,968 +6%
SIM
113
Sterling Investment Management
Arizona
$18.3M +$1.43M +24,594 +9%
NP
114
Nilsine Partners
Colorado
$17.7M +$17.6M +302,859 New
MWM
115
Magnolia Wealth Management
Alabama
$17.7M -$55.2K -950 -0.3%
MA
116
Montag & Associates
Georgia
$17.2M -$427K -7,350 -2%
OFS
117
OneAscent Financial Services
Alabama
$17M +$1M +17,297 +6%
EA
118
Efficient Advisors
Ohio
$16.9M +$16.8M +288,907 New
NCM
119
Northland Capital Management
Minnesota
$16.8M +$1.08M +18,546 +7%
SWIG
120
Strategic Wealth Investment Group
Kentucky
$16.8M +$2.49M +42,846 +18%
GWMIA
121
Global Wealth Management Investment Advisory
Florida
$16.5M +$1.96M +33,748 +14%
AWM
122
Arista Wealth Management
Nevada
$16.2M +$6.55M +112,812 +69%
WP
123
WMS Partners
Maryland
$16.2M -$7.47M -128,613 -32%
Stifel Financial
124
Stifel Financial
Missouri
$16.2M -$3.25M -56,059 -17%
PWC
125
PYA Waltman Capital
Tennessee
$16.1M +$4.32M +74,464 +37%

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.