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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
SCA
401
Spearhead Capital Advisors
Florida
$345K +$56.5K +924 +19%
HIA
402
Harbor Investment Advisory
Maryland
$344K -$354K -5,790 -51%
SC
403
Savant Capital
Illinois
$342K
RPGK
404
Retirement Planning Group (Kansas)
Kansas
$340K -$75.9K -1,241 -18%
PD
405
Planning Directions
Pennsylvania
$338K -$124K -2,029 -27%
LAS
406
Lloyd Advisory Services
Georgia
$336K +$31.5K +515 +10%
EAM
407
Evanson Asset Management
California
$335K +$336K +5,500 New
VWA
408
VERITY Wealth Advisors
United States
$331K +$26.1K +426 +8%
HHRDM
409
H&H Retirement Design & Management
Nevada
$329K -$332K -5,427 -50%
RIA
410
Realta Investment Advisors
Delaware
$328K -$3.06K -50 -0.9%
LWMT
411
Legacy Wealth Management (Tennessee)
Tennessee
$325K +$327K +5,350 New
MCA
412
Magnolia Capital Advisors
Mississippi
$323K
PFG
413
Pacific Financial Group
Washington
$322K -$111K -1,815 -25%
GWM
414
Gray Wealth Management
Maine
$321K -$8.56K -140 -3%
MW
415
Marks Wealth
Maryland
$320K +$15.3K +251 +5%
GPWA
416
Great Point Wealth Advisors
Massachusetts
$318K -$8.56K -140 -3%
WCM
417
Wisconsin Capital Management
Wisconsin
$316K
AIP
418
Ameritas Investment Partners
Nebraska
$307K
CAWM
419
Capital Advisors Wealth Management
Washington
$304K +$1.28K +21 +0.4%
GG
420
Gofen & Glossberg
Illinois
$300K -$39.7K -650 -12%
Bank of New York Mellon
421
Bank of New York Mellon
New York
$300K +$73.2K +1,197 +32%
CS
422
Cannell & Spears
New York
$299K -$612 -10 -0.2%
QCMNJ
423
Quantum Capital Management (New Jersey)
New Jersey
$298K
SEM
424
Suncoast Equity Management
Florida
$298K
SIA
425
Sovereign Investment Advisors
Arizona
$296K

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.