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Vanguard Short-Term Treasury ETF

732 hedge funds and large institutions have $12.3B invested in Vanguard Short-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 264 increasing their positions, 220 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

792% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $556K

122% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 74

28% more capital invested

Capital invested by funds: $9.62B → $12.3B (+$2.69B)

20% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 220

11% more funds holding

Funds holding: 657732 (+75)

10% more funds holding in top 10

Funds holding in top 10: 105115 (+10)

0.11% less ownership

Funds ownership: 60.89%60.78% (-0.11%)

Holders
732
Holders Change
+75
Holders Change %
+11.42%
% of All Funds
11.77%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
1.85%
New
164
Increased
264
Reduced
220
Closed
74
Calls
$4.96M
Puts
$556K
Net Calls
+$4.4M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
226
Clarius Group LLC
Washington
$5.29M +$5.29M +91,577 New
MC
227
Middleton & Co
Massachusetts
$5.21M -$946K -16,375 -15%
SPIO
228
Seven Post Investment Office
California
$5.2M +$5.2M +89,932 New
ACA
229
Aptus Capital Advisors
Alabama
$5.16M +$424K +7,342 +9%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$5.11M +$25.8K +446 +0.5%
NWM
231
Northwest Wealth Management
Iowa
$5.04M +$3.53M +61,094 +235%
CWM
232
Centurion Wealth Management
Virginia
$4.99M +$4.98M +86,287 New
WT
233
Whittier Trust
California
$4.84M -$820K -14,194 -15%
BCP
234
Blackhawk Capital Partners
Wisconsin
$4.78M -$48.5K -839 -1%
BFS
235
Beacon Financial Strategies
North Carolina
$4.73M -$487K -8,432 -9%
BFO
236
Boston Family Office
Massachusetts
$4.6M +$960K +16,610 +26%
STA
237
Summit Trail Advisors
New York
$4.59M +$4.59M +79,405 New
AIM
238
Anchor Investment Management
South Carolina
$4.58M +$162K +2,800 +4%
OC
239
Oppenheimer & Co
New York
$4.56M +$270K +4,667 +6%
ICG
240
InterOcean Capital Group
Tennessee
$4.55M +$4.55M +78,755 New
SC
241
Scotia Capital
Ontario, Canada
$4.54M -$819K -14,175 -15%
LWM
242
Laidlaw Wealth Management
New York
$4.49M -$220K -3,800 -5%
THL
243
Tillman Hartley LLC
Colorado
$4.4M +$4.39M +76,051 New
WLIM
244
White Lighthouse Investment Management
Massachusetts
$4.39M -$167K -2,884 -4%
OPS
245
Orion Portfolio Solutions
Nebraska
$4.34M +$413K +7,141 +11%
GP
246
Girard Partners
Pennsylvania
$4.3M +$434K +7,512 +11%
LFA
247
Landmark Financial Advisors
Kentucky
$4.2M -$326K -5,636 -7%
USAA
248
United Services Automobile Association
Texas
$4.2M -$1.19M -20,545 -22%
EF
249
Empowered Funds
Pennsylvania
$4.18M -$442K -7,648 -10%
Lido Advisors
250
Lido Advisors
California
$4.16M -$1.35M -23,446 -25%

VGSH Hedge Fund Activity: Q4 2022 in Review

732 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2022, worth a combined $12.3B — up 28% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new VGSH positions and 74 closed out — a net gain of 90 holders — while 264 added to existing stakes and 220 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $320M. The largest seller was JP Morgan Chase, cutting an estimated $575M.

  • 732 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2022, up from 657 in Q3 2022.
  • Funds reported $12.3B of Vanguard Short-Term Treasury ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 164 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2022 and 74 closed out, a net change of +90 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2022 was Morgan Stanley, an estimated $320M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2022 was JP Morgan Chase, an estimated $575M sold.

Based on aggregated 13F filings for Q4 2022.