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Vanguard Short-Term Treasury ETF

556 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $424K

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

34% more funds holding in top 10

Funds holding in top 10: 4459 (+15)

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$662M)

8% more funds holding

Funds holding: 517556 (+39)

3.87% more ownership

Funds ownership: 64.15%68.02% (+3.9%)

2% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 183

Holders
556
Holders Change
+39
Holders Change %
+7.54%
% of All Funds
8.56%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.91%
New
106
Increased
179
Reduced
183
Closed
56
Calls
$2.77M
Puts
$424K
Net Calls
+$2.35M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Strategic Wealth Management
Washington
$1.31M
SFS
252
Sowell Financial Services
Arkansas
$1.26M -$53.6K -876 -4%
VIM
253
Vista Investment Management
Pennsylvania
$1.26M +$3.42K +56 +0.3%
JHCP
254
Jackson Hole Capital Partners
Oklahoma
$1.25M
OC
255
Oppenheimer & Co
New York
$1.24M +$85.2K +1,394 +7%
HFAS
256
Hummer Financial Advisory Services
Illinois
$1.22M
SGI
257
Summit Global Investments
Utah
$1.2M
WB
258
WesBanco Bank
West Virginia
$1.19M +$1.19M +19,490 New
FPCM
259
Financial Partners Capital Management
New York
$1.18M -$121K -1,985 -9%
SSIM
260
Sheets Smith Investment Management
Texas
$1.17M +$1.18M +19,279 New
CAM
261
Chandler Asset Management
California
$1.16M +$1.17M +19,120 New
CW
262
CreativeOne Wealth
Kansas
$1.16M -$336K -5,487 -22%
FHA
263
Flagship Harbor Advisors
Massachusetts
$1.14M -$4.23M -69,208 -79%
SWM
264
Spire Wealth Management
Virginia
$1.13M -$16.4M -268,224 -94%
OCM
265
Orion Capital Management
California
$1.11M +$51.4K +841 +5%
AWA
266
Arete Wealth Advisors
Illinois
$1.09M -$163K -2,665 -13%
CMBA
267
C.M. Bidwell & Associates
Hawaii
$1.09M +$302K +4,931 +38%
PMG
268
ProVise Management Group
Florida
$1.09M -$88.7K -1,450 -7%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$1.07M -$218K -3,565 -17%
VCM
270
Vivaldi Capital Management
Illinois
$1.07M +$1.07M +17,525 New
LWAM
271
Legacy Wealth Asset Management
Minnesota
$1.02M +$119K +1,947 +13%
MIFH
272
Migdal Insurance & Financial Holdings
Israel
$1.02M -$21.3K -348 -2%
SFS
273
Starfox Financial Services
Texas
$1.01M +$1.02M +16,700 New
NEWAS
274
N.E.W. Advisory Services
Wisconsin
$988K -$14.2K -233 -1%
TWM
275
Tolleson Wealth Management
Texas
$983K

VGSH Hedge Fund Activity: Q4 2021 in Review

556 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2021, worth a combined $9.4B — up 7.6% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VGSH positions and 56 closed out — a net gain of 50 holders — while 179 added to existing stakes and 183 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $609M. The largest seller was WIT LLC, cutting an estimated $205M.

  • 556 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2021, up from 517 in Q3 2021.
  • Funds reported $9.4B of Vanguard Short-Term Treasury ETF stock for Q4 2021, up 7.6% quarter-over-quarter.
  • 106 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2021 and 56 closed out, a net change of +50 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $609M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2021 was WIT LLC, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2021.