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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
EWM
276
Executive Wealth Management
Michigan
$3.26M +$3.05M +52,815 +1,492%
AWM
277
Axxcess Wealth Management
California
$3.25M -$131K -2,263 -4%
ATPW
278
Ashton Thomas Private Wealth
Arizona
$3.24M +$3.24M +56,109 New
Betterment LLC
279
Betterment LLC
New York
$3.23M +$90.6K +1,568 +3%
BCM
280
Brookstone Capital Management
Illinois
$3.2M -$737K -12,765 -19%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$3.18M +$1.99M +34,365 +167%
HWAM
282
Hennion & Walsh Asset Management
New Jersey
$3.15M +$13.5K +234 +0.4%
CAAS
283
Capital Asset Advisory Services
Michigan
$3.14M +$3.14M +54,322 New
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$3.13M -$855K -14,807 -21%
SCP
285
Seizert Capital Partners
Michigan
$3.13M -$739K -12,789 -19%
CPC
286
Consolidated Planning Corp
Georgia
$3.09M +$146K +2,529 +5%
VFA
287
Valeo Financial Advisors
Indiana
$3.09M -$10.6M -183,371 -77%
BL
288
Balentine LLC
Georgia
$3.06M +$33.8K +585 +1%
AllianceBernstein
289
AllianceBernstein
Tennessee
$3.01M +$1.1M +19,122 +58%
WWA
290
WC Walker & Associates
California
$3M +$258K +4,461 +9%
EPA
291
Element Pointe Advisors
Florida
$2.99M -$6.8M -117,631 -69%
ECM
292
Evergreen Capital Management
Washington
$2.96M -$878K -15,193 -23%
FAIM
293
Financial Advocates Investment Management
Washington
$2.95M -$540K -9,345 -15%
JHCP
294
Jackson Hole Capital Partners
Oklahoma
$2.94M +$329K +5,699 +13%
DT
295
Diversified Trust
Tennessee
$2.94M -$28.6K -495 -1%
AFG
296
Altiora Financial Group
Ohio
$2.93M +$2.93M +50,694 New
SSIM
297
Sheets Smith Investment Management
Texas
$2.91M +$2.9M +50,206 New
EWA
298
EP Wealth Advisors
California
$2.88M -$1.33K -23 -0%
BWM
299
Birchcreek Wealth Management
Ohio
$2.86M -$157K -2,713 -5%
SPIA
300
Strategic Point Investment Advisors
Rhode Island
$2.84M +$61.2K +1,060 +2%

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.