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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

804 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, 311 increasing their positions, 303 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+5
Holders Change %
+0.63%
% of All Funds
12.82%
Holding in Top 10
123
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.13%
% of All Funds
1.96%
New
92
Increased
311
Reduced
303
Closed
79
Calls
$9.58M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B
2
NL
2
NEPC LLC
Massachusetts
$110M
3
Northern Trust
3
Northern Trust
Illinois
$88.8M
4
CAI
4
Capital Advisors Inc
Oklahoma
$69.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$231M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$227M
2
Wells Fargo
2
Wells Fargo
California
$333M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.08B
4
Citigroup
4
Citigroup
New York
$17M
5
WL
5
WIT LLC
District of Columbia
$930M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
176
Nicolet Advisory Services
Wisconsin
$10M -$2.69M -46,744 -21%
PIMG
177
Patriot Investment Management Group
Tennessee
$9.93M +$327K +5,670 +3%
PWM
178
Perigon Wealth Management
California
$9.88M +$2.27M +39,432 +30%
AWM
179
Angeles Wealth Management
California
$9.79M -$349K -6,065 -3%
EF
180
Empowered Funds
Pennsylvania
$9.77M +$299K +5,207 +3%
CISOA
181
Capital Investment Services of America
Wisconsin
$9.73M -$9.22K -160 -0.1%
CT
182
Cambridge Trust
Massachusetts
$9.67M +$9.67M +167,956 New
KA
183
Kure Advisory
Minnesota
$9.67M +$9.67M +167,879 New
PAM
184
Peak Asset Management
Colorado
$9.54M +$1.88M +32,666 +25%
BSA
185
Bull Street Advisors
Georgia
$9.5M +$11.7K +203 +0.1%
SWA
186
Safir Wealth Advisors
New Hampshire
$9.3M +$130K +2,265 +1%
UA
187
Unison Advisors
District of Columbia
$9.16M -$2.22M -38,523 -20%
RL
188
Rogco LP
Oklahoma
$9.14M +$9.14M +158,696 New
UWPG
189
Ullmann Wealth Partners Group
Florida
$9.11M +$6.42M +111,376 +238%
CIA
190
Choate Investment Advisors
Massachusetts
$9.06M – – –
SWA
191
Stratos Wealth Advisors
Ohio
$8.98M -$1.46M -25,345 -14%
VT
192
Vise Technologies
New York
$8.8M -$744K -12,909 -8%
PP
193
Prudential plc
United Kingdom
$8.78M +$207K +3,600 +2%
CASB
194
Cape Ann Savings Bank
Massachusetts
$8.77M +$11.6K +201 +0.1%
HCM
195
Highview Capital Management
Illinois
$8.63M -$216K -3,748 -2%
EA
196
Echo45 Advisors
California
$8.23M -$6.16K -107 -0.1%
GM
197
GeoWealth Management
Illinois
$8.07M -$14.1M -245,163 -64%
CWM
198
Centurion Wealth Management
Virginia
$8M +$250K +4,340 +3%
KAS
199
Kestra Advisory Services
Texas
$7.92M +$2.52M +43,710 +47%
TIM
200
Tortoise Investment Management
New York
$7.83M -$160K -2,783 -2%
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8
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