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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
AssetMark Inc
126
AssetMark Inc
California
$16.1M +$4.12M +70,970 +35%
Franklin Resources
127
Franklin Resources
California
$16M -$226K -3,892 -1%
SHGA
128
Sand Hill Global Advisors
California
$15.8M +$858K +14,775 +6%
PGA
129
Portland Global Advisors
Maine
$15.6M +$977K +16,826 +7%
SL
130
Salomon & Ludwin
Virginia
$15.1M +$135K +2,331 +0.9%
CRWM
131
Castle Rock Wealth Management
California
$15.1M +$15M +258,162 New
MBT
132
Montecito Bank & Trust
California
$14.9M -$182K -3,139 -1%
AMM
133
American Money Management
California
$14.8M +$14.2M +244,637 +2,846%
SWA
134
Stratos Wealth Advisors
Ohio
$14.7M +$5.57M +95,860 +62%
PAG
135
Private Advisor Group
New Jersey
$14.6M +$6.2M +106,742 +75%
PCA
136
Pallas Capital Advisors
Massachusetts
$14.2M -$14.1M -243,450 -50%
CCM
137
Canal Capital Management
Virginia
$14.1M +$14M +241,634 New
DF
138
Donoghue Forlines
Massachusetts
$14M +$6.4M +110,173 +86%
EWM
139
EPG Wealth Management
Georgia
$13.7M +$84.4K +1,453 +0.6%
HFS
140
Horizon Financial Services
North Carolina
$13.6M +$3.59M +61,900 +36%
AIM
141
Acropolis Investment Management
Missouri
$13.4M -$30.4M -523,126 -70%
CM
142
Columbus Macro
Pennsylvania
$13.2M +$2.14M +36,836 +19%
EPP
143
ETF Portfolio Partners
Kansas
$12.7M +$725K +12,486 +6%
DWP
144
Destiny Wealth Partners
Florida
$12.5M +$4.37M +75,210 +54%
AWS
145
Atria Wealth Solutions
New York
$12.5M +$5.65M +97,241 +84%
RFC
146
Regions Financial Corp
Alabama
$12.3M +$4.64M +79,903 +61%
WFM
147
Wolff Financial Management
Michigan
$12.3M +$1.86M +31,949 +18%
SCM
148
Shah Capital Management
North Carolina
$12.1M -$160K -2,763 -1%
WA
149
WBH Advisory
Maryland
$12M +$11.9M +205,808 New
UA
150
Unison Advisors
District of Columbia
$12M +$835K +14,378 +8%

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.