VGSH icon

Vanguard Short-Term Treasury ETF

850 hedge funds and large institutions have $15.7B invested in Vanguard Short-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 298 increasing their positions, 325 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+46
Holders Change %
+5.72%
% of All Funds
12.46%
Holding in Top 10
112
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.94%
% of All Funds
1.64%
New
132
Increased
298
Reduced
325
Closed
74
Calls
$11.1M
Puts
$12.2M
Net Calls
-$1.16M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
UA
176
Unison Advisors
District of Columbia
$9.77M +$492K +8,432 +5%
RL
177
Rogco LP
Oklahoma
$9.71M +$455K +7,794 +5%
UWPG
178
Ullmann Wealth Partners Group
Florida
$9.66M +$436K +7,476 +5%
TIM
179
Tortoise Investment Management
New York
$9.6M +$1.68M +28,761 +21%
EPA
180
Element Pointe Advisors
Florida
$9.36M -$978K -16,773 -9%
IWC
181
Integrated Wealth Concepts
Massachusetts
$9.35M +$3.56M +61,091 +62%
CASB
182
Cape Ann Savings Bank
Massachusetts
$9.14M +$233K +3,978 +3%
SIA
183
SeaBridge Investment Advisors
New Jersey
$9.08M -$4.72M -80,927 -34%
SWA
184
Safir Wealth Advisors
New Hampshire
$9.02M -$394K -6,749 -4%
MWA
185
Muirfield Wealth Advisors
North Carolina
$8.91M +$8.91M +152,781 New
PP
186
Prudential plc
United Kingdom
$8.89M
MFG
187
Monumental Financial Group
Maryland
$8.8M -$3.12M -53,452 -26%
CISOA
188
Capital Investment Services of America
Wisconsin
$8.62M -$1.23M -21,095 -12%
HCM
189
Highview Capital Management
Illinois
$8.59M -$148K -2,544 -2%
TAM
190
Titleist Asset Management
Texas
$8.51M +$718K +12,312 +9%
Citigroup
191
Citigroup
New York
$8.41M -$8.84M -151,590 -51%
BSA
192
Bull Street Advisors
Georgia
$8.34M -$1.28M -21,962 -13%
AWM
193
Angeles Wealth Management
California
$8.31M -$1.6M -27,499 -16%
CIA
194
Choate Investment Advisors
Massachusetts
$8.26M -$911K -15,619 -10%
ATI
195
ARK & TLK Investments
Oklahoma
$8.13M +$8.13M +139,412 New
NAS
196
Nicolet Advisory Services
Wisconsin
$8.12M -$2.04M -35,062 -20%
CWM
197
Centurion Wealth Management
Virginia
$7.76M -$344K -5,905 -4%
MC
198
Middleton & Co
Massachusetts
$7.7M +$161K +2,754 +2%
Comerica Bank
199
Comerica Bank
Texas
$7.51M +$913K +15,656 +14%
PWM
200
Perigon Wealth Management
California
$7.32M -$2.69M -46,154 -27%