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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
BRWA
251
B. Riley Wealth Advisors
Florida
$4.15M +$255K +4,416 +7%
FT
252
Fiduciary Trust
Massachusetts
$4.15M +$116K +2,006 +3%
BFA
253
Beaumont Financial Advisors
Massachusetts
$3.95M -$3.58M -61,999 -48%
ASW
254
Astoria Strategic Wealth
Texas
$3.92M +$193K +3,341 +5%
MPIA
255
Mountain Pacific Investment Advisers
Idaho
$3.88M -$740K -12,801 -16%
Deutsche Bank
256
Deutsche Bank
Germany
$3.84M
EH
257
Equitable Holdings
New York
$3.78M -$2.7M -46,745 -42%
API
258
Advisor Partners II
California
$3.77M +$3.77M +65,261 New
SFS
259
Sowell Financial Services
Arkansas
$3.76M +$2.6M +44,944 +225%
KA
260
Kovack Advisors
Florida
$3.67M -$27.8K -481 -0.8%
TC
261
Titleist Capital
Texas
$3.66M +$945K +16,352 +35%
NWM
262
NEIRG Wealth Management
Massachusetts
$3.65M +$2.62M +45,376 +255%
VFA
263
Values First Advisors
Tennessee
$3.6M -$1.12M -19,378 -24%
EA
264
Eclectic Associates
California
$3.54M +$3.54M +61,266 New
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$3.53M +$6.07K +105 +0.2%
BAM
266
Belpointe Asset Management
Nevada
$3.4M +$2.93M +50,684 +618%
MAM
267
Marotta Asset Management
Virginia
$3.4M +$1.91M +33,086 +129%
UI
268
Unconventional Investor
New Hampshire
$3.39M +$43K +745 +1%
TAM
269
Tocqueville Asset Management
New York
$3.38M -$208K -3,600 -6%
PJSIMP
270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.37M +$1.99M +34,385 +144%
HA
271
HC Advisors
Georgia
$3.31M +$1.57M +27,100 +90%
RCI
272
RS Crum Inc
California
$3.31M +$2.51M +43,386 +313%
TSS
273
Two Sigma Securities
New York
$3.29M -$361K -6,249 -10%
MA
274
Marshfield Associates
District of Columbia
$3.28M -$243K -4,200 -7%
SAM
275
Secure Asset Management
Michigan
$3.27M +$1.89M +32,757 +138%

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.