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Vanguard Short-Term Treasury ETF

728 hedge funds and large institutions have $12.3B invested in Vanguard Short-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 264 increasing their positions, 218 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+76
Holders Change %
+11.66%
% of All Funds
11.75%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
1.84%
New
164
Increased
264
Reduced
218
Closed
74
Calls
$4.96M
Puts
$556K
Net Calls
+$4.4M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WH
151
Whitcomb & Hess
Ohio
$10.1M +$453K +7,833 +5%
CISOA
152
Capital Investment Services of America
Wisconsin
$10M -$2.68M -46,426 -21%
HFS
153
Horizon Financial Services
North Carolina
$9.86M +$5.88M +101,780 +148%
BSA
154
Bull Street Advisors
Georgia
$9.67M +$1.18M +20,382 +14%
KWA
155
KCS Wealth Advisory
California
$9.49M +$3.57M +61,713 +60%
AWM
156
Arista Wealth Management
Nevada
$9.49M +$9.49M +164,300 New
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$9.17M -$1.54M -26,652 -14%
CIA
158
Choate Investment Advisors
Massachusetts
$9.1M -$26.9K -465 -0.3%
SWA
159
Stratos Wealth Advisors
Ohio
$8.93M -$565K -9,768 -6%
EFG
160
Ethos Financial Group
Pennsylvania
$8.9M +$8.9M +154,080 New
PIMG
161
Patriot Investment Management Group
Tennessee
$8.9M +$271K +4,656 +3%
Lazard Asset Management
162
Lazard Asset Management
New York
$8.86M -$5.28M
WA
163
Waverly Advisors
Alabama
$8.55M -$533K -9,221 -6%
PP
164
Prudential plc
United Kingdom
$8.53M
HCM
165
Highview Capital Management
Illinois
$8.36M +$8.36M +144,510 New
HCC
166
Hirtle Callaghan & Co
Pennsylvania
$8.35M -$4.11K -71 -0%
G
167
GenTrust
Florida
$8.2M -$725K -12,542 -8%
CWA
168
CJM Wealth Advisers
Virginia
$8.18M +$8.18M +141,449 New
UCFA
169
United Capital Financial Advisors
Texas
$8.14M -$1.62M -27,981 -17%
HKAM
170
Horizon Kinetics Asset Management
New York
$8.11M +$440K +7,611 +6%
EWM
171
Evergreen Wealth Management
Michigan
$8.03M +$8.03M +138,934 New
DWP
172
Destiny Wealth Partners
Florida
$8M +$239K +4,132 +3%
TM
173
Titan Managers
Arizona
$7.99M -$379K -6,560 -5%
TFA
174
Transamerica Financial Advisors
Florida
$7.94M -$268K -4,643 -3%
CASB
175
Cape Ann Savings Bank
Massachusetts
$7.87M +$5.75M +99,526 +273%