VGSH icon

Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

759 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, 232 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
12.15%
Holding in Top 10
119
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.39%
% of All Funds
1.9%
New
110
Increased
325
Reduced
232
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$148M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$254M
3
Morgan Stanley
Morgan Stanley
New York
$1.14B
4
MFG
Merit Financial Group
Georgia
$87.3M
5
FIA
Foundations Investment Advisors
Arizona
$86.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$175M
2
CAM
Cresset Asset Management
Illinois
$335K
3
EPM
Elm Partners Management
Pennsylvania
$28.9M
4
Ameriprise
Ameriprise
Minnesota
$84.1M
5
MWM
Mission Wealth Management
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
201
Tortoise Investment Management
New York
$7.43M +$123K +2,102 +2%
SMA
202
Sage Mountain Advisors
Georgia
$7.28M -$370K -6,320 -5%
EFG
203
Ethos Financial Group
Pennsylvania
$7.22M -$1.8M -30,674 -20%
BSW
204
Buckingham Strategic Wealth
Missouri
$7.22M – – –
HW
205
Hancock Whitney
Mississippi
$7.18M +$96.5K +1,648 +1%
FTUS
206
Flow Traders U.S.
New York
$7.17M +$7.17M +122,490 New
MA
207
Mosaic Advisors
Texas
$7.14M +$138K +2,354 +2%
WFA
208
Wells Financial Advisors
Massachusetts
$7.06M -$220K -3,766 -3%
CPIG
209
Chicago Partners Investment Group
Illinois
$7.06M +$210K +3,587 +3%
IWC
210
Integrated Wealth Concepts
Massachusetts
$7.05M +$519K +8,859 +8%
BEI
211
Benjamin Edwards Inc
Missouri
$7M +$254K +4,341 +4%
HPC
212
HM Payson & Co
Maine
$6.99M +$67.2K +1,148 +1%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$6.8M +$28.9K +493 +0.4%
SHWM
214
Smith & Howard Wealth Management
Georgia
$6.68M +$230K +3,937 +4%
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$6.65M -$52.3K -893 -0.8%
CCM
216
Carlson Capital Management
Minnesota
$6.65M +$889K +15,193 +15%
MAM
217
McLean Asset Management
Virginia
$6.6M -$1.17M -20,017 -15%
CWC
218
Carolinas Wealth Consulting
North Carolina
$6.56M +$6.29M +107,381 +2,309%
DP
219
DDD Partners
Washington
$6.55M -$252K -4,301 -4%
HKIM
220
Hayek Kallen Investment Management
Alabama
$6.48M -$807K -13,779 -11%
BIAS
221
Beacon Investment Advisory Services
New Jersey
$6.4M +$6.4M +109,391 New
IPW
222
IronBridge Private Wealth
Texas
$6.39M +$6.39M +109,209 New
CCA
223
Cravens & Co Advisors
Tennessee
$6.21M -$658K -11,235 -10%
KAS
224
Kestra Advisory Services
Texas
$6.21M -$23.6K -403 -0.4%
VP
225
Verum Partners
North Carolina
$6.18M +$504K +8,613 +9%
7 8
9
10 11