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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.

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
1.91%
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
1
Wealth Enhancement Advisory Services
Minnesota
$148M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$254M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.14B
4
MFG
4
Merit Financial Group
Georgia
$87.3M
5
FIA
5
Foundations Investment Advisors
Arizona
$86.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$175M
2
CAM
2
Cresset Asset Management
Illinois
$335K
3
EPM
3
Elm Partners Management
Pennsylvania
$28.9M
4
Ameriprise
4
Ameriprise
Minnesota
$84.1M
5
MWM
5
Mission Wealth Management
California
$1.96M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.26B 21,506,150 +502,409 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.14B 19,476,876 +1,569,295 +9%
WL
3
WIT LLC
District of Columbia
$998M 17,051 -173 -1%
Bank of America
4
Bank of America
North Carolina
$490M 8,377,007 +1,111,706 +15%
State Street
5
State Street
Massachusetts
$410M 7,000,000 – –
OWM
6
Orgel Wealth Management
Wisconsin
$379M 6,469,135 +1,319,804 +26%
Wells Fargo
7
Wells Fargo
California
$346M 5,902,499 -658,655 -10%
BTI
8
Blue Trust Inc
Georgia
$264M 4,559,625 +1,259,961 +38%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$254M 4,341,788 +2,395,024 +123%
Goldman Sachs
10
Goldman Sachs
New York
$251M 4,290,641 -615,926 -13%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$213M 3,641,913 +242,778 +7%
Brown Advisory
12
Brown Advisory
Maryland
$187M 3,196,869 -975,225 -23%
UBS Group
13
UBS Group
Switzerland
$175M 2,983,055 -1,448,638 -33%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$173M 2,962,884 +35,262 +1%
HWM
15
HB Wealth Management
Georgia
$162M 2,827,597 +225,357 +9%
Charles Schwab
16
Charles Schwab
California
$154M 2,638,270 +626,235 +31%
M&T Bank
17
M&T Bank
New York
$150M 2,553,990 +900,367 +54%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$148M 2,529,901 +2,525,193 +53,636%
PCIG
19
Partners Capital Investment Group
Massachusetts
$147M 2,512,995 +1,380,215 +122%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$136M 2,326,856 +310,632 +15%
VA
21
Valmark Advisers
Ohio
$114M 1,941,230 +62,091 +3%
LPL Financial
22
LPL Financial
California
$108M 1,846,389 +19,581 +1%
ST
23
Smithfield Trust
Pennsylvania
$104M 1,770,327 -9,273 -0.5%
AAG
24
Armstrong Advisory Group
Massachusetts
$93M 1,589,289 +803,087 +102%
GWM
25
Gitterman Wealth Management
New Jersey
$92.3M 1,576,317 +40,753 +3%
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