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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
JP Morgan Chase
1
JP Morgan Chase
New York
$1.26B +$29.2M +502,409 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.14B +$91.1M +1,569,295 +9%
WL
3
WIT LLC
District of Columbia
$998M -$10K -173 -1%
Bank of America
4
Bank of America
North Carolina
$490M +$64.5M +1,111,706 +15%
State Street
5
State Street
Massachusetts
$410M
OWM
6
Orgel Wealth Management
Wisconsin
$379M +$76.6M +1,319,804 +26%
Wells Fargo
7
Wells Fargo
California
$346M -$38.2M -658,655 -10%
BTI
8
Blue Trust Inc
Georgia
$264M +$73.2M +1,259,961 +38%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$254M +$139M +2,395,024 +123%
Goldman Sachs
10
Goldman Sachs
New York
$251M -$35.8M -615,926 -13%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$213M +$14.1M +242,778 +7%
Brown Advisory
12
Brown Advisory
Maryland
$187M -$56.6M -975,225 -23%
UBS Group
13
UBS Group
Switzerland
$175M -$84.1M -1,448,638 -33%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$173M +$2.05M +35,262 +1%
HWM
15
HB Wealth Management
Georgia
$162M +$13.1M +225,357 +9%
Charles Schwab
16
Charles Schwab
California
$154M +$36.4M +626,235 +31%
M&T Bank
17
M&T Bank
New York
$150M +$52.3M +900,367 +54%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$148M +$147M +2,525,193 +53,636%
PCIG
19
Partners Capital Investment Group
Massachusetts
$147M +$80.1M +1,380,215 +122%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$136M +$18M +310,632 +15%
VA
21
Valmark Advisers
Ohio
$114M +$3.61M +62,091 +3%
LPL Financial
22
LPL Financial
California
$108M +$1.14M +19,581 +1%
ST
23
Smithfield Trust
Pennsylvania
$104M -$538K -9,273 -0.5%
AAG
24
Armstrong Advisory Group
Massachusetts
$93M +$46.6M +803,087 +102%
GWM
25
Gitterman Wealth Management
New Jersey
$92.3M +$2.37M +40,753 +3%

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.