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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

759 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, 232 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
12.15%
Holding in Top 10
119
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.39%
% of All Funds
1.9%
New
110
Increased
325
Reduced
232
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$148M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$254M
3
Morgan Stanley
Morgan Stanley
New York
$1.14B
4
MFG
Merit Financial Group
Georgia
$87.3M
5
FIA
Foundations Investment Advisors
Arizona
$86.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$175M
2
CAM
Cresset Asset Management
Illinois
$335K
3
EPM
Elm Partners Management
Pennsylvania
$28.9M
4
Ameriprise
Ameriprise
Minnesota
$84.1M
5
MWM
Mission Wealth Management
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$16.1M +$4.15M +70,970 +35%
Franklin Resources
127
Franklin Resources
California
$16M -$228K -3,892 -1%
SHGA
128
Sand Hill Global Advisors
California
$15.8M +$865K +14,775 +6%
PGA
129
Portland Global Advisors
Maine
$15.6M +$985K +16,826 +7%
SL
130
Salomon & Ludwin
Virginia
$15.1M +$136K +2,331 +0.9%
CRWM
131
Castle Rock Wealth Management
California
$15.1M +$15.1M +258,162 New
MBT
132
Montecito Bank & Trust
California
$14.9M -$184K -3,139 -1%
AMM
133
American Money Management
California
$14.8M +$14.3M +244,637 +2,846%
SWA
134
Stratos Wealth Advisors
Ohio
$14.7M +$5.61M +95,860 +62%
PAG
135
Private Advisor Group
New Jersey
$14.6M +$6.25M +106,742 +75%
PCA
136
Pallas Capital Advisors
Massachusetts
$14.2M -$14.2M -243,450 -50%
CCM
137
Canal Capital Management
Virginia
$14.1M +$14.1M +241,634 New
DF
138
Donoghue Forlines
Massachusetts
$14M +$6.45M +110,173 +86%
EWM
139
EPG Wealth Management
Georgia
$13.7M +$85.1K +1,453 +0.6%
HFS
140
Horizon Financial Services
North Carolina
$13.6M +$3.62M +61,900 +36%
AIM
141
Acropolis Investment Management
Missouri
$13.4M -$30.6M -523,126 -70%
CM
142
Columbus Macro
Pennsylvania
$13.2M +$2.16M +36,836 +19%
EPP
143
ETF Portfolio Partners
Kansas
$12.7M +$731K +12,486 +6%
DWP
144
Destiny Wealth Partners
Florida
$12.5M +$4.4M +75,210 +54%
AWS
145
Atria Wealth Solutions
New York
$12.5M +$5.69M +97,241 +84%
RFC
146
Regions Financial Corp
Alabama
$12.3M +$4.68M +79,903 +61%
WFM
147
Wolff Financial Management
Michigan
$12.3M +$1.87M +31,949 +18%
SCM
148
Shah Capital Management
North Carolina
$12.1M -$162K -2,763 -1%
WA
149
WBH Advisory
Maryland
$12M +$12M +205,808 New
UA
150
Unison Advisors
District of Columbia
$12M +$842K +14,378 +8%
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