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Vanguard Short-Term Treasury ETF

808 hedge funds and large institutions have $15.7B invested in Vanguard Short-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 313 increasing their positions, 304 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 79

5% more funds holding in top 10

Funds holding in top 10: 118124 (+6)

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 304

1% more capital invested

Capital invested by funds: $15.5B → $15.7B (+$229M)

0.78% more ownership

Funds ownership: 65.09%65.87% (+0.78%)

1% more funds holding

Funds holding: 803808 (+5)

21% less call options, than puts

Call options by funds: $9.57M | Put options by funds: $12.1M

Holders
808
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
12.82%
Holding in Top 10
124
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.08%
% of All Funds
1.97%
New
92
Increased
313
Reduced
304
Closed
79
Calls
$9.57M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
151
Northwest Wealth Management
Iowa
$12.4M +$1.94M +33,702 +19%
CCM
152
Carlson Capital Management
Minnesota
$12.3M +$5.23M +90,683 +74%
AWS
153
Atria Wealth Solutions
New York
$12.3M +$1.28M +22,165 +12%
NP
154
Nilsine Partners
Colorado
$12.1M -$5.21M -90,394 -30%
MIFH
155
Migdal Insurance & Financial Holdings
Israel
$11.9M +$4.23M +73,346 +55%
MFG
156
Monumental Financial Group
Maryland
$11.8M +$799K +13,856 +7%
HI
157
Human Investing
Oregon
$11.8M +$237K +4,106 +2%
KWA
158
KCS Wealth Advisory
California
$11.7M -$1.71M -29,666 -13%
RCM
159
Rain Capital Management
Oregon
$11.7M -$1.1M -19,039 -9%
WFA
160
Wells Financial Advisors
Massachusetts
$11.3M -$143K -2,488 -1%
FWP
161
Falcon Wealth Planning
California
$11.2M +$1.5M +26,033 +15%
Bank of Nova Scotia
162
Bank of Nova Scotia
Ontario, Canada
$11.2M -$9.93M -172,280 -47%
MCM
163
Monument Capital Management
Virginia
$11.2M +$7.57M +131,359 +211%
WH
164
Whitcomb & Hess
Ohio
$11M +$110K +1,916 +1%
Citadel Advisors
165
Citadel Advisors
Florida
$11M +$11M +191,309 +193,241%
Lazard Asset Management
166
Lazard Asset Management
New York
$10.8M
MWAM
167
Manhattan West Asset Management
California
$10.8M -$1.82M -31,652 -14%
HCC
168
Hirtle Callaghan & Co
Pennsylvania
$10.7M
CCA
169
Conservest Capital Advisors
Pennsylvania
$10.7M -$138K -2,391 -1%
WIC
170
Woodmont Investment Counsel
Tennessee
$10.5M -$932K -16,174 -8%
AAMA
171
Advanced Asset Management Advisors
Ohio
$10.4M -$8.76K -152 -0.1%
EPA
172
Element Pointe Advisors
Florida
$10.2M +$4.02M +69,804 +65%
CAC
173
Certified Advisory Corp
Florida
$10.1M +$1.96M +33,951 +20%
EWP
174
Engrave Wealth Partners
Texas
$10.1M +$10.1M +176,113 New
AW
175
Alaethes Wealth
Nevada
$10.1M -$1.17M -20,365 -10%

VGSH Hedge Fund Activity: Q3 2023 in Review

808 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2023, worth a combined $15.7B — up 1.5% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VGSH positions and 79 closed out — a net gain of 13 holders — while 313 added to existing stakes and 304 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $456M. The largest seller was SCS Capital Management, cutting an estimated $193M.

  • 808 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2023, up from 803 in Q2 2023.
  • Funds reported $15.7B of Vanguard Short-Term Treasury ETF stock for Q3 2023, up 1.5% quarter-over-quarter.
  • 92 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2023 and 79 closed out, a net change of +13 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $456M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2023 was SCS Capital Management, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2023.