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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

652 hedge funds and large institutions have $9.61B invested in Vanguard Short-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 249 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
11.27%
Holding in Top 10
104
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.12%
% of All Funds
1.8%
New
88
Increased
249
Reduced
228
Closed
68
Calls
$20.3M
Puts
$3.44M
Net Calls
+$16.8M
Net Calls Change
+$15.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$286M
2
OWM
Orgel Wealth Management
Wisconsin
+$247M
3
Goldman Sachs
Goldman Sachs
New York
+$121M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$93.8M
5
Wells Fargo
Wells Fargo
California
+$73.2M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$257M
2
Creative Planning
Creative Planning
Kansas
-$51.2M
3
SFSG
Sound Financial Strategies Group
Mississippi
-$42.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$40.3M
5
NLP
Next Level Private
New York
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAM
351
Legacy Wealth Asset Management
Minnesota
$980K -$18K -312 -2%
SF
352
Synovus Financial
Georgia
$971K -$14.9K -258 -2%
WSTAM
353
Wilbanks Smith & Thomas Asset Management
Virginia
$970K – – –
RMAM
354
Raab & Moskowitz Asset Management
New Jersey
$953K -$227K -3,930 -19%
BFG
355
Berger Financial Group
Minnesota
$948K -$345K -5,973 -27%
TC
356
TAGStone Capital
North Carolina
$948K +$948K +16,400 New
TWM
357
Tolleson Wealth Management
Texas
$934K – – –
TCBWMS
358
Texas Capital Bank Wealth Management Services
Texas
$926K +$310K +5,357 +50%
ACI
359
Alpha Cubed Investments
California
$922K -$1.77M -30,619 -66%
NEWAS
360
N.E.W. Advisory Services
Wisconsin
$914K -$19.2K -333 -2%
GBT
361
Grove Bank & Trust
Florida
$900K +$900K +15,571 New
OIA
362
OneDigital Investment Advisors
Kansas
$899K -$105K -1,812 -10%
GT
363
Glenview Trust
Kentucky
$899K – – –
GRP
364
Global Retirement Partners
California
$898K +$21.7K +376 +2%
JIC
365
JRM Investment Counsel
Nebraska
$891K +$188K +3,249 +27%
FM
366
Family Management
New York
$890K +$214K +3,700 +32%
RIM
367
Rockbridge Investment Management
New York
$863K +$28.1K +486 +3%
NL
368
NWAM LLC
Washington
$854K -$168K -2,905 -16%
KOC
369
Koss-Olinger Consulting
Florida
$844K -$600K -10,383 -42%
BTWM
370
Baker Tilly Wealth Management
Wisconsin
$843K -$4.74M -81,987 -85%
MIFH
371
Migdal Insurance & Financial Holdings
Israel
$814K -$14.2K -246 -2%
TF
372
Trek Financial
Arizona
$811K +$498K +8,617 +159%
WFAG
373
Wescott Financial Advisory Group
Pennsylvania
$809K +$809K +14,000 New
RCI
374
RS Crum Inc
California
$802K +$300K +5,200 +60%
WCFA
375
Walkner Condon Financial Advisors
Wisconsin
$801K -$127K -2,200 -14%
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