VGSH icon

Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

652 hedge funds and large institutions have $9.61B invested in Vanguard Short-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 249 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
11.27%
Holding in Top 10
104
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.12%
% of All Funds
1.8%
New
88
Increased
249
Reduced
228
Closed
68
Calls
$20.3M
Puts
$3.44M
Net Calls
+$16.8M
Net Calls Change
+$15.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$286M
2
OWM
Orgel Wealth Management
Wisconsin
+$247M
3
Goldman Sachs
Goldman Sachs
New York
+$121M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$93.8M
5
Wells Fargo
Wells Fargo
California
+$73.2M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$257M
2
Creative Planning
Creative Planning
Kansas
-$51.2M
3
SFSG
Sound Financial Strategies Group
Mississippi
-$42.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$40.3M
5
NLP
Next Level Private
New York
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
226
Boston Family Office
Massachusetts
$3.64M -$1.68M -29,112 -32%
QFA
227
Quattro Financial Advisors
Texas
$3.63M +$92.5K +1,601 +3%
TAM
228
Tocqueville Asset Management
New York
$3.58M -$120K -2,070 -3%
MA
229
Marshfield Associates
District of Columbia
$3.52M -$179K -3,100 -5%
FAIM
230
Financial Advocates Investment Management
Washington
$3.49M -$203K -3,519 -6%
JWM
231
Jackson Wealth Management
Florida
$3.4M +$1.71M +29,570 +101%
BCM
232
Beaumont Capital Management
Massachusetts
$3.38M -$15.8M -274,103 -82%
AWM
233
Axxcess Wealth Management
California
$3.38M -$1.27M -21,958 -27%
UI
234
Unconventional Investor
New Hampshire
$3.34M -$102K -1,759 -3%
TPW
235
Transatlantique Private Wealth
New York
$3.22M -$514K -8,900 -14%
WPC
236
Wedmont Private Capital
Pennsylvania
$3.21M -$181K -3,129 -5%
Betterment LLC
237
Betterment LLC
New York
$3.19M – – –
HWAM
238
Hennion & Walsh Asset Management
New Jersey
$3.14M -$257K -4,448 -8%
ACP
239
Aveo Capital Partners
Colorado
$3.13M -$1.29M -22,319 -29%
BL
240
Balentine LLC
Georgia
$3.03M +$3.03M +52,399 New
BWM
241
Birchcreek Wealth Management
Ohio
$3.02M +$180K +3,109 +6%
DT
242
Diversified Trust
Tennessee
$2.96M +$34.2K +591 +1%
FIA
243
Foundations Investment Advisors
Arizona
$2.95M -$2.25M -39,022 -43%
CPC
244
Consolidated Planning Corp
Georgia
$2.94M +$2.94M +50,900 New
Comerica Bank
245
Comerica Bank
Texas
$2.93M -$11.3M -196,270 -79%
EWA
246
EP Wealth Advisors
California
$2.88M +$18.4K +319 +0.6%
IFWM
247
Institute for Wealth Management
Colorado
$2.83M -$107K -1,846 -4%
CAG
248
Compass Advisory Group
New York
$2.82M -$1.68M -29,143 -37%
SPIA
249
Strategic Point Investment Advisors
Rhode Island
$2.78M +$2.78M +48,080 New
CCM
250
Carlson Capital Management
Minnesota
$2.74M +$1.36M +23,572 +99%
8 9
10
11 12