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Vanguard Short-Term Treasury ETF

578 hedge funds and large institutions have $8.22B invested in Vanguard Short-Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 207 increasing their positions, 184 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

20% more funds holding in top 10

Funds holding in top 10: 5971 (+12)

13% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 184

4% more funds holding

Funds holding: 556578 (+22)

3% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.72M

8.12% less ownership

Funds ownership: 68.02%59.9% (-8.1%)

13% less capital invested

Capital invested by funds: $9.4B → $8.22B (-$1.18B)

Holders
578
Holders Change
+22
Holders Change %
+3.96%
% of All Funds
9.12%
Holding in Top 10
71
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.34%
% of All Funds
1.12%
New
98
Increased
207
Reduced
184
Closed
66
Calls
$1.77M
Puts
$1.72M
Net Calls
+$58K
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$2.49M -$5.56M -92,573 -69%
NEGWA
227
New England Guild Wealth Advisors
Connecticut
$2.4M -$60.1K -1,000 -2%
WPC
228
Wedmont Private Capital
Pennsylvania
$2.39M +$902K +15,012 +59%
BEC
229
Blue Edge Capital
Virginia
$2.39M -$796K -13,250 -25%
TCWA
230
Ten Capital Wealth Advisors
Washington
$2.31M +$404K +6,729 +21%
OIA
231
OneDigital Investment Advisors
Kansas
$2.27M -$97.3K -1,620 -4%
TFA
232
TPG Financial Advisors
Oregon
$2.26M +$1.89M +31,445 +468%
CIBC World Market
233
CIBC World Market
Ontario, Canada
$2.25M -$103K -1,716 -4%
CISOA
234
Capital Investment Services of America
Wisconsin
$2.19M
CANC
235
Culbertson A N & Co
Virginia
$2.18M +$225K +3,745 +11%
FWM
236
Foresight Wealth Management
Utah
$2.15M -$996K -16,581 -31%
AAS
237
Avantax Advisory Services
Texas
$2.13M +$2.16M +35,934 New
HDIM
238
Hanson & Doremus Investment Management
Vermont
$1.99M +$427K +7,107 +27%
BSW
239
Buckingham Strategic Wealth
Missouri
$1.99M +$684K +11,387 +51%
WWA
240
WC Walker & Associates
California
$1.94M -$4.69K -78 -0.2%
DC
241
DeDora Capital
California
$1.9M +$1.93M +32,045 New
EWA
242
EverSource Wealth Advisors
Alabama
$1.9M -$78.5K -1,307 -4%
LIM
243
Leavell Investment Management
Alabama
$1.88M
Allspring Global Investments
244
Allspring Global Investments
North Carolina
$1.82M -$1.09M -18,132 -37%
SG
245
StoneX Group
New York
$1.79M +$1.82M +30,286 New
5L
246
55I LLC
Massachusetts
$1.78M +$1.23M +20,484 +214%
USGIU
247
U.S. Global Investors (USGI)
Texas
$1.78M
PFS
248
Prospera Financial Services
Texas
$1.77M -$1.67M -27,732 -48%
RMDI
249
R.M. Davis Inc
Maine
$1.77M -$90K -1,498 -5%
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
$1.76M +$1.79M +29,720 New

VGSH Hedge Fund Activity: Q1 2022 in Review

578 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2022, worth a combined $8.22B — down 13% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VGSH positions and 66 closed out — a net gain of 32 holders — while 207 added to existing stakes and 184 trimmed.

The largest buyer was UBS Group, adding an estimated $168M. The largest seller was JP Morgan Chase, cutting an estimated $1.15B.

  • 578 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2022, up from 556 in Q4 2021.
  • Funds reported $8.22B of Vanguard Short-Term Treasury ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2022 and 66 closed out, a net change of +32 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2022 was UBS Group, an estimated $168M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2022 was JP Morgan Chase, an estimated $1.15B sold.

Based on aggregated 13F filings for Q1 2022.