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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
PCA
376
Prosperity Capital Advisors
Ohio
$1.32M +$1.32M +22,768 New
CWA
377
Clearview Wealth Advisors
Oregon
$1.31M +$1.31M +22,729 New
AAP
378
Arax Advisory Partners
Colorado
$1.31M -$27K -468 -2%
BCM
379
Blume Capital Management
California
$1.3M -$7.41M -128,329 -85%
MA
380
Mutual Advisors
Nebraska
$1.3M -$4.01M -69,387 -76%
SGI
381
Summit Global Investments
Utah
$1.29M +$155K +2,683 +14%
EWA
382
EverSource Wealth Advisors
Alabama
$1.27M -$102K -1,765 -7%
AWMNH
383
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.27M +$1.27M +21,909 New
WP
384
WealthShield Partners
North Carolina
$1.26M +$47K +814 +4%
TA
385
TrueWealth Advisors
Alabama
$1.25M +$228K +3,950 +22%
AM
386
AGF Management
Ontario, Canada
$1.25M +$1.25M +21,575 New
CBC
387
Coombe, Bender & Co
New York
$1.23M -$1.96K -34 -0.2%
B
388
Bridgeworth
Alabama
$1.23M -$5.71M -98,854 -82%
SG
389
StoneX Group
New York
$1.22M +$113K +1,959 +10%
SG Americas Securities
390
SG Americas Securities
New York
$1.2M +$144K +2,484 +14%
VC
391
Veracity Capital
Georgia
$1.19M +$503K +8,714 +73%
LPAM
392
Lodestar Private Asset Management
California
$1.18M +$1.18M +20,357 New
RSWM
393
Robertson Stephens Wealth Management
California
$1.17M +$1.17M +20,263 New
DADC
394
D.A. Davidson & Co
Montana
$1.16M -$676K -11,702 -37%
PFG
395
Pinnacle Financial Group
Illinois
$1.16M -$50.2K -869 -4%
HFAS
396
Hummer Financial Advisory Services
Illinois
$1.16M
HCP
397
Hexagon Capital Partners
Arkansas
$1.15M -$143K -2,477 -11%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$1.14M +$929K +16,082 +439%
EWM
399
Edge Wealth Management
New York
$1.13M +$1.13M +19,600 New
GVAG
400
Great Valley Advisor Group
Delaware
$1.11M +$747K +12,927 +205%

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.