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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

850 hedge funds and large institutions have $15.7B invested in Vanguard Short-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 298 increasing their positions, 325 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+46
Holders Change %
+5.72%
% of All Funds
12.46%
Holding in Top 10
112
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.94%
% of All Funds
1.64%
New
132
Increased
298
Reduced
325
Closed
74
Calls
$11.1M
Puts
$12.2M
Net Calls
-$1.16M
Net Calls Change
+$1.39M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.34B
2
Northern Trust
Northern Trust
Illinois
$188M
3
Cerity Partners
Cerity Partners
New York
$99.3M
4
UBS Group
UBS Group
Switzerland
$215M
5
PSP
Pacific Sage Partners
Washington
$44M

Top Sellers

1
WL
WIT LLC
District of Columbia
$27.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.98B
3
State Street
State Street
Massachusetts
$233M
4
HWM
HB Wealth Management
Georgia
$18.7M
5
CAI
Capital Advisors Inc
Oklahoma
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Allen Investment Management
New York
$16.1M – – –
MIFH
127
Migdal Insurance & Financial Holdings
Israel
$16M +$3.93M +67,427 +33%
PCA
128
Pallas Capital Advisors
Massachusetts
$16M +$987K +16,919 +7%
Corient Private Wealth
129
Corient Private Wealth
Florida
$15M +$422K +7,240 +3%
HFS
130
Horizon Financial Services
North Carolina
$14.9M +$434K +7,435 +3%
SHGA
131
Sand Hill Global Advisors
California
$14.9M -$246K -4,218 -2%
PAS
132
Park Avenue Securities
New York
$14.7M +$756K +12,960 +5%
CC
133
Courier Capital
New York
$14.3M -$2.08M -35,650 -13%
AAG
134
Armstrong Advisory Group
Massachusetts
$14.3M -$38M -651,143 -73%
NWM
135
Northwest Wealth Management
Iowa
$14.2M +$1.69M +29,040 +14%
SCM
136
Shah Capital Management
North Carolina
$14.1M – – –
MBT
137
Montecito Bank & Trust
California
$14M -$1M -17,199 -7%
VAMG
138
Voisard Asset Management Group
Michigan
$13.9M +$13.9M +238,073 New
BSW
139
Buckingham Strategic Wealth
Missouri
$13.8M -$391K -6,699 -3%
NW
140
NewEdge Wealth
Pennsylvania
$13.6M -$3.26M -55,944 -19%
VWM
141
Venturi Wealth Management
Texas
$13.5M +$13.4M +230,314 +12,323%
Renaissance Technologies
142
Renaissance Technologies
New York
$13.2M +$7.06M +121,062 +115%
STA
143
Summit Trail Advisors
New York
$13M +$9.51M +162,960 +271%
IL
144
Investure LLC
Virginia
$13M +$13M +222,200 New
VRM
145
Vectors Research Management
New York
$12.9M -$2.27M -44,231 -15%
HKAM
146
Horizon Kinetics Asset Management
New York
$12.9M -$108K -1,859 -0.8%
SS
147
Simplicity Solutions
Minnesota
$12.7M -$13M -223,443 -51%
BFG
148
Bleakley Financial Group
New Jersey
$12.7M -$12.4M -212,177 -49%
FWP
149
Falcon Wealth Planning
California
$12.7M +$1.3M +22,333 +11%
EWM
150
EPG Wealth Management
Georgia
$12.5M -$1.15M -19,876 -8%
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