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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
CA
326
CoreCap Advisors
Michigan
$607K +$610K +9,977 New
CWS
327
Confluence Wealth Services
Pennsylvania
$606K +$610K +9,970 New
BC
328
Burney Company
Virginia
$604K +$156K +2,555 +35%
APA
329
American Portfolios Advisors
New York
$601K -$145K -2,370 -19%
WPWM
330
Windward Private Wealth Management
Kansas
$600K
CAN
331
Cetera Advisor Networks
California
$596K -$532K -8,696 -47%
PAG
332
Private Advisor Group
New Jersey
$587K -$364K -5,950 -38%
CWAG
333
Compton Wealth Advisory Group
Virginia
$586K -$98.2K -1,606 -14%
VCM
334
Versant Capital Management
Arizona
$586K +$23.2K +380 +4%
ECM
335
Elgethun Capital Management
South Dakota
$584K +$2.38K +39 +0.4%
5L
336
55I LLC
Massachusetts
$583K -$2.5M -40,905 -81%
NL
337
NWAM LLC
Washington
$576K +$191K +3,119 +49%
IFG
338
Independent Financial Group
California
$575K +$578K +9,446 New
EWM
339
EPG Wealth Management
Georgia
$572K +$132K +2,163 +30%
TLCM
340
Twin Lakes Capital Management
California
$571K -$6.97K -114 -1%
I
341
IMPACTfolio
Colorado
$565K +$568K +9,289 New
BCM
342
Brookstone Capital Management
Illinois
$560K -$162K -2,649 -22%
Citigroup
343
Citigroup
New York
$560K -$122K -2,000 -18%
ATPW
344
Ashton Thomas Private Wealth
Arizona
$558K -$16.3K -267 -3%
LFA
345
Laraway Financial Advisors
Minnesota
$555K +$558K +9,130 New
TSA
346
Tri-Star Advisors
Texas
$541K
CIC
347
Chilton Investment Company
Connecticut
$541K +$246K +4,027 +83%
Cerity Partners
348
Cerity Partners
New York
$540K +$45K +736 +9%
MFG
349
Monumental Financial Group
Maryland
$519K -$40.6K -664 -7%
William Blair & Company
350
William Blair & Company
Illinois
$519K

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.