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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

804 hedge funds and large institutions have $15.7B invested in Vanguard Short-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 311 increasing their positions, 303 reducing their positions, and 79 closing their positions.

Holders
804
Holders Change
+5
Holders Change %
+0.63%
% of All Funds
12.82%
Holding in Top 10
123
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.13%
% of All Funds
1.96%
New
92
Increased
311
Reduced
303
Closed
79
Calls
$9.58M
Puts
$12.1M
Net Calls
-$2.55M
Net Calls Change
-$4.89M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B
2
NL
2
NEPC LLC
Massachusetts
$110M
3
Northern Trust
3
Northern Trust
Illinois
$88.8M
4
CAI
4
Capital Advisors Inc
Oklahoma
$69.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$231M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$227M
2
Wells Fargo
2
Wells Fargo
California
$333M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.08B
4
Citigroup
4
Citigroup
New York
$17M
5
WL
5
WIT LLC
District of Columbia
$930M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B 56,270,760 +7,909,057 +16%
Morgan Stanley
2
Morgan Stanley
New York
$1.08B 18,822,583 -1,693,790 -8%
WL
3
WIT LLC
District of Columbia
$930M 16,140 -983 -6%
State Street
4
State Street
Massachusetts
$403M 7,000,000 – –
Bank of America
5
Bank of America
North Carolina
$401M 6,962,164 -898,576 -11%
OWM
6
Orgel Wealth Management
Wisconsin
$369M 6,407,138 -91,627 -1%
Wells Fargo
7
Wells Fargo
California
$333M 5,773,853 -1,761,406 -23%
Goldman Sachs
8
Goldman Sachs
New York
$273M 4,742,908 +342,410 +8%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$260M 4,514,768 +69,516 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$231M 4,013,450 +959,378 +31%
SCM
11
SCS Capital Management
Massachusetts
$227M 3,940,424 -3,341,702 -46%
BTI
12
Blue Trust Inc
Georgia
$223M 3,854,539 -361,334 -9%
M&T Bank
13
M&T Bank
New York
$213M 3,690,234 -131,235 -3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$205M 3,559,895 +584,446 +20%
PCIG
15
Partners Capital Investment Group
Massachusetts
$201M 3,487,292 +160,363 +5%
Charles Schwab
16
Charles Schwab
California
$164M 2,852,219 -571,612 -17%
HWM
17
HB Wealth Management
Georgia
$161M 2,813,295 -172,794 -6%
UBS Group
18
UBS Group
Switzerland
$142M 2,472,388 -344,825 -12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$141M 2,448,473 -17,428 -0.7%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$128M 2,218,226 +97,342 +5%
VA
21
Valmark Advisers
Ohio
$117M 2,036,563 +20,973 +1%
MD
22
Money Design
Japan
$114M 1,978,581 +556,195 +39%
Brown Advisory
23
Brown Advisory
Maryland
$111M 1,922,798 -777,925 -29%
NL
24
NEPC LLC
Massachusetts
$110M 1,913,635 +1,913,635 New
MFG
25
Merit Financial Group
Georgia
$110M 1,912,051 +220,151 +13%
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