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Vanguard Short-Term Treasury ETF

763 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, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $8.67M | Put options by funds: $1.69M

75% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 63

38% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 235

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.06B)

4% more funds holding in top 10

Funds holding in top 10: 115120 (+5)

4% more funds holding

Funds holding: 732763 (+31)

0.56% more ownership

Funds ownership: 60.78%61.34% (+0.56%)

Holders
763
Holders Change
+31
Holders Change %
+4.23%
% of All Funds
12.16%
Holding in Top 10
120
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.35%
% of All Funds
1.91%
New
110
Increased
325
Reduced
235
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
176
Certified Advisory Corp
Florida
$9.2M -$1.06M -18,247 -10%
VT
177
Vise Technologies
New York
$8.94M +$1.13M +19,380 +15%
SWM
178
SigFig Wealth Management
California
$8.86M +$8.5M +146,467 +3,009%
FWP
179
Falcon Wealth Planning
California
$8.82M +$1.52M +26,145 +21%
LFS
180
Lutz Financial Services
Nebraska
$8.74M -$2.72M -46,812 -24%
PP
181
Prudential plc
United Kingdom
$8.71M +$72.6K +1,250 +0.8%
EF
182
Empowered Funds
Pennsylvania
$8.6M +$4.36M +75,038 +104%
HCM
183
Highview Capital Management
Illinois
$8.56M +$104K +1,785 +1%
EA
184
Echo45 Advisors
California
$8.54M -$2.77M -47,676 -25%
NWM
185
Northwest Wealth Management
Iowa
$8.46M +$3.34M +57,446 +66%
CASB
186
Cape Ann Savings Bank
Massachusetts
$8.42M +$451K +7,774 +6%
T
187
TRUADVICE
Florida
$8.4M +$8.33M +143,471 New
HCC
188
Hirtle Callaghan & Co
Pennsylvania
$8.4M -$53.5K -922 -0.6%
RW
189
REDW Wealth
New Mexico
$8.21M +$426K +7,338 +6%
HKAM
190
Horizon Kinetics Asset Management
New York
$8.19M -$18.3K -316 -0.2%
TM
191
Titan Managers
Arizona
$8.07M -$20.6K -355 -0.3%
PAM
192
Peak Asset Management
Colorado
$7.92M +$804K +13,853 +11%
WA
193
Waverly Advisors
Alabama
$7.72M -$922K -15,884 -11%
CWA
194
CJM Wealth Advisers
Virginia
$7.7M -$572K -9,845 -7%
BF
195
BOK Financial
Oklahoma
$7.65M +$1.34M +23,077 +21%
VIA
196
Vident Investment Advisory
Georgia
$7.59M +$624K +10,753 +9%
AIA
197
Acute Investment Advisory
Arizona
$7.55M -$8.63M -148,591 -54%
DI
198
Disciplined Investments
Oklahoma
$7.55M +$451K +7,760 +6%
SFS
199
Starfox Financial Services
Texas
$7.49M +$119K +2,043 +2%
CWM
200
Centurion Wealth Management
Virginia
$7.45M +$2.38M +40,992 +48%

VGSH Hedge Fund Activity: Q1 2023 in Review

763 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2023, worth a combined $13.4B — up 8.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new VGSH positions and 63 closed out — a net gain of 47 holders — while 325 added to existing stakes and 235 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $147M. The largest seller was UBS Group, cutting an estimated $84.1M.

  • 763 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2023, up from 732 in Q4 2022.
  • Funds reported $13.4B of Vanguard Short-Term Treasury ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 110 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2023 and 63 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2023 was UBS Group, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2023.