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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 %
MWAM
151
Manhattan West Asset Management
California
$11.9M +$1.21M +20,715 +11%
WIC
152
Woodmont Investment Counsel
Tennessee
$11.9M +$283K +4,826 +2%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$11.6M -$437K -7,463 -4%
HI
154
Human Investing
Oregon
$11.5M -$16.3K -279 -0.1%
AW
155
Alaethes Wealth
Nevada
$11.4M +$4.74M +80,972 +71%
KWA
156
KCS Wealth Advisory
California
$11.2M +$1.64M +27,993 +17%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$11.2M -$575K -9,817 -5%
Lazard Asset Management
158
Lazard Asset Management
New York
$11.2M -$8.86M – –
NAS
159
Nicolet Advisory Services
Wisconsin
$11.2M +$5.55M +94,662 +99%
MFG
160
Monumental Financial Group
Maryland
$11.1M +$345K +5,894 +3%
PPW
161
Presilium Private Wealth
Pennsylvania
$10.7M +$10.7M +182,647 New
PAS
162
Park Avenue Securities
New York
$10.7M +$9.99M +170,631 +1,504%
AAMA
163
Advanced Asset Management Advisors
Ohio
$10.5M -$3.42M -58,404 -25%
WH
164
Whitcomb & Hess
Ohio
$10.5M +$290K +4,962 +3%
AWM
165
Angeles Wealth Management
California
$10.2M +$10.2M +174,590 New
HW
166
Hamilton Wealth
California
$10.2M +$10.2M +174,162 New
RWA
167
Redhawk Wealth Advisors
Minnesota
$9.82M +$9.82M +167,744 New
CISOA
168
Capital Investment Services of America
Wisconsin
$9.81M -$359K -6,140 -4%
BSA
169
Bull Street Advisors
Georgia
$9.72M -$71.9K -1,229 -0.7%
PIMG
170
Patriot Investment Management Group
Tennessee
$9.41M +$462K +7,885 +5%
PWM
171
Perigon Wealth Management
California
$9.37M +$2.85M +48,691 +44%
UCFA
172
United Capital Financial Advisors
Texas
$9.34M +$1.1M +18,777 +13%
SWA
173
Safir Wealth Advisors
New Hampshire
$9.27M -$1.07M -18,215 -10%
Bank of Nova Scotia
174
Bank of Nova Scotia
Ontario, Canada
$9.24M +$9.24M +157,800 New
CIA
175
Choate Investment Advisors
Massachusetts
$9.21M – – –
5 6
7
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