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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

850 hedge funds and large institutions have $15.7B invested in Vanguard Short-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 298 increasing their positions, 325 reducing their positions, and 74 closing their positions.

Holders
850
Holders Change
+46
Holders Change %
+5.72%
% of All Funds
12.47%
Holding in Top 10
112
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.94%
% of All Funds
1.64%
New
132
Increased
298
Reduced
325
Closed
74
Calls
$11.1M
Puts
$12.2M
Net Calls
-$1.16M
Net Calls Change
+$1.39M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.34B
2
Northern Trust
2
Northern Trust
Illinois
$188M
3
Cerity Partners
3
Cerity Partners
New York
$99.3M
4
UBS Group
4
UBS Group
Switzerland
$215M
5
FFB
5
First Financial Bankshares
Texas
$59.8M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$27.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.98B
3
State Street
3
State Street
Massachusetts
$233M
4
HWM
4
HB Wealth Management
Georgia
$18.7M
5
CAI
5
Capital Advisors Inc
Oklahoma
$965K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.98B 51,006,084 -5,264,676 -9%
Morgan Stanley
2
Morgan Stanley
New York
$2.34B 40,044,692 +21,222,109 +113%
OWM
3
Orgel Wealth Management
Wisconsin
$375M 6,427,897 +20,759 +0.3%
Bank of America
4
Bank of America
North Carolina
$374M 6,404,791 -557,373 -8%
Wells Fargo
5
Wells Fargo
California
$364M 6,233,606 +459,753 +8%
MERSOM
6
Municipal Employees' Retirement System of Michigan
Michigan
$251M 4,303,210 -211,558 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$250M 4,287,228 +273,778 +7%
PCIG
8
Partners Capital Investment Group
Massachusetts
$236M 4,049,073 +561,781 +16%
State Street
9
State Street
Massachusetts
$233M 4,000,000 -3,000,000 -43%
M&T Bank
10
M&T Bank
New York
$230M 3,941,299 +251,065 +7%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$226M 3,875,778 +315,883 +9%
SCM
12
SCS Capital Management
Massachusetts
$225M 3,854,960 -85,464 -2%
UBS Group
13
UBS Group
Switzerland
$215M 3,688,809 +1,216,421 +49%
Goldman Sachs
14
Goldman Sachs
New York
$213M 3,658,615 -1,084,293 -23%
Northern Trust
15
Northern Trust
Illinois
$188M 3,225,383 +1,683,535 +109%
BTI
16
Blue Trust Inc
Georgia
$166M 2,885,570 -968,969 -25%
Charles Schwab
17
Charles Schwab
California
$146M 2,504,452 -347,767 -12%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$141M 2,411,661 +193,435 +9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$138M 2,361,721 -86,752 -4%
VA
20
Valmark Advisers
Ohio
$128M 2,193,522 +156,959 +8%
AWM
21
AE Wealth Management
Kansas
$128M 2,185,619 +354,966 +19%
MD
22
Money Design
Japan
$127M 2,181,801 +203,220 +10%
LPL Financial
23
LPL Financial
California
$112M 1,917,838 +85,877 +5%
NL
24
NEPC LLC
Massachusetts
$112M 1,913,635 – –
Cerity Partners
25
Cerity Partners
New York
$99.3M 1,701,918 +1,680,119 +7,707%
1
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