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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
LFP
351
Leeward Financial Partners
Washington
$1.87M +$48.4K +837 +3%
TCWA
352
Ten Capital Wealth Advisors
Washington
$1.86M -$28.1K -486 -1%
WFAG
353
Wescott Financial Advisory Group
Pennsylvania
$1.86M +$1.05M +18,120 +129%
SWP
354
Stratos Wealth Partners
Ohio
$1.84M +$1.12M +19,413 +156%
QFA
355
Quattro Financial Advisors
Texas
$1.79M -$1.84M -31,851 -51%
MWM
356
Marietta Wealth Management
Georgia
$1.71M +$1.71M +29,580 New
CW
357
CreativeOne Wealth
Kansas
$1.64M -$70.5K -1,221 -4%
IA
358
IFP Advisors
Florida
$1.64M +$972K +16,817 +161%
TWC
359
TD Waterhouse Canada
Ontario, Canada
$1.63M +$128K +2,211 +9%
LIM
360
Leavell Investment Management
Alabama
$1.61M -$181K -3,125 -10%
APW
361
Atlantic Private Wealth
North Carolina
$1.59M -$3.03M -52,532 -66%
WI
362
WBI Investments
New Jersey
$1.56M +$1.19M +20,540 +317%
CS
363
Comerica Securities
Michigan
$1.54M +$1.54M +26,579 New
FA
364
Fountainhead AM
New Jersey
$1.53M +$1.53M +26,423 New
WPC
365
Wedmont Private Capital
Pennsylvania
$1.51M -$1.7M -29,425 -53%
CWP
366
Core Wealth Partners
California
$1.45M +$1.45M +25,092 New
Northern Trust
367
Northern Trust
Illinois
$1.42M +$251K +4,351 +21%
PG
368
Proffitt & Goodson
Tennessee
$1.41M -$113K -1,950 -7%
SAM
369
Synergy Asset Management
Washington
$1.39M +$383K +6,622 +38%
SF
370
Synovus Financial
Georgia
$1.39M +$420K +7,272 +43%
Invesco
371
Invesco
Georgia
$1.39M -$3.43M -59,455 -71%
BCA
372
Bray Capital Advisors
Florida
$1.36M -$41.6K -720 -3%
DPI
373
Diversified Portfolios Inc
Michigan
$1.34M +$1.34M +23,193 New
TCOO
374
Trust Company of Oklahoma
Oklahoma
$1.33M +$1.33M +23,035 New
SA
375
Sunesis Advisors
Kansas
$1.32M

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.