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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
FMWA
301
Forvis Mazars Wealth Advisors
Missouri
$2.82M +$872K +15,101 +45%
Comerica Bank
302
Comerica Bank
Texas
$2.75M -$216K -3,743 -7%
HL
303
HeadInvest LLC
Maine
$2.72M -$1.65M -28,523 -38%
SW
304
Simplicity Wealth
New Jersey
$2.71M +$1.18M +20,487 +78%
EWM
305
Elmwood Wealth Management
California
$2.7M +$1.36M +23,581 +102%
BCM
306
Beaumont Capital Management
Massachusetts
$2.67M -$711K -12,307 -21%
RBC
307
Roble Belko & Company
Pennsylvania
$2.65M +$1.64M +28,463 +165%
PWP
308
Principle Wealth Partners
Connecticut
$2.61M +$1.43M +24,725 +121%
SSW
309
Smith Shellnut Wilson
Mississippi
$2.6M +$2.6M +45,000 New
CCM
310
Crabel Capital Management
California
$2.58M +$2.58M +44,668 New
CANC
311
Culbertson A N & Co
Virginia
$2.58M +$99.4K +1,721 +4%
IFWM
312
Institute for Wealth Management
Colorado
$2.55M -$279K -4,830 -10%
GLLW
313
Graves Light Lenhart Wealth
Virginia
$2.53M +$16.2K +281 +0.6%
PWM
314
Praetorian Wealth Management
California
$2.52M -$2.98M -51,660 -54%
HNB
315
Huntington National Bank
Ohio
$2.52M
TPW
316
Transatlantique Private Wealth
New York
$2.51M -$710K -12,291 -22%
TPCW
317
TD Private Client Wealth
New York
$2.49M +$71.1K +1,230 +3%
CFGS
318
Concourse Financial Group Securities
Alabama
$2.47M +$1.12M +19,436 +83%
SQA
319
Simon Quick Advisors
New Jersey
$2.37M +$84.1K +1,456 +4%
HDIM
320
Hanson & Doremus Investment Management
Vermont
$2.36M +$240K +4,153 +11%
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$2.29M +$84.5K +1,463 +4%
RTL
322
Red Tortoise LLC
Georgia
$2.29M +$2.28M +39,551 New
ZF
323
Zhang Financial
Michigan
$2.28M +$1.17M +20,291 +106%
V
324
ViaWealth
Kansas
$2.27M +$2.25M +39,031 New
Corient Private Wealth
325
Corient Private Wealth
Florida
$2.25M +$2.25M +38,984 New

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.