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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
TIM
201
Tortoise Investment Management
New York
$7.43M +$122K +2,102 +2%
SMA
202
Sage Mountain Advisors
Georgia
$7.28M -$367K -6,320 -5%
EFG
203
Ethos Financial Group
Pennsylvania
$7.22M -$1.78M -30,674 -20%
BSW
204
Buckingham Strategic Wealth
Missouri
$7.22M
HW
205
Hancock Whitney
Mississippi
$7.18M +$95.7K +1,648 +1%
FTUS
206
Flow Traders U.S.
New York
$7.17M +$7.11M +122,490 New
MA
207
Mosaic Advisors
Texas
$7.14M +$137K +2,354 +2%
WFA
208
Wells Financial Advisors
Massachusetts
$7.06M -$219K -3,766 -3%
CPIG
209
Chicago Partners Investment Group
Illinois
$7.06M +$208K +3,587 +3%
IWC
210
Integrated Wealth Concepts
Massachusetts
$7.05M +$514K +8,859 +8%
BEI
211
Benjamin Edwards Inc
Missouri
$7M +$252K +4,341 +4%
HPC
212
HM Payson & Co
Maine
$6.99M +$66.7K +1,148 +1%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$6.8M +$28.6K +493 +0.4%
SHWM
214
Smith & Howard Wealth Management
Georgia
$6.68M +$229K +3,937 +4%
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$6.65M -$51.8K -893 -0.8%
CCM
216
Carlson Capital Management
Minnesota
$6.65M +$882K +15,193 +15%
MAM
217
McLean Asset Management
Virginia
$6.6M -$1.16M -20,017 -15%
CWC
218
Carolinas Wealth Consulting
North Carolina
$6.56M +$6.23M +107,381 +2,309%
DP
219
DDD Partners
Washington
$6.55M -$250K -4,301 -4%
HKIM
220
Hayek Kallen Investment Management
Alabama
$6.47M -$800K -13,779 -11%
BIAS
221
Beacon Investment Advisory Services
New Jersey
$6.4M +$6.35M +109,391 New
IPW
222
IronBridge Private Wealth
Texas
$6.39M +$6.34M +109,209 New
CCA
223
Cravens & Co Advisors
Tennessee
$6.21M -$652K -11,235 -10%
KAS
224
Kestra Advisory Services
Texas
$6.21M -$23.4K -403 -0.4%
VP
225
Verum Partners
North Carolina
$6.18M +$500K +8,613 +9%

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.