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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
CA
401
Cornerstone Advisory
Maryland
$1.11M +$350K +6,065 +46%
FCB
402
First County Bank
Connecticut
$1.1M +$1.1M +19,066 New
DWM
403
Dakota Wealth Management
Florida
$1.1M -$25.1K -435 -2%
BCM
404
Basso Capital Management
Connecticut
$1.1M +$1.1M +19,027 New
WSTAM
405
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M +$105K +1,813 +11%
CWM
406
Cedar Wealth Management
California
$1.07M +$583K +10,100 +119%
FP
407
Fiduciary Planning
Florida
$1.07M +$1.07M +18,546 New
VAS
408
Vestmark Advisory Solutions
Massachusetts
$1.07M -$4.79K -83 -0.4%
WB
409
WesBanco Bank
West Virginia
$1.07M
FAT
410
First American Trust
California
$1.07M +$394K +6,825 +59%
CCA
411
Cadent Capital Advisors
Oklahoma
$1.06M -$747K -12,932 -41%
NL
412
NWAM LLC
Washington
$1.06M +$210K +3,629 +25%
BTWM
413
Baker Tilly Wealth Management
Wisconsin
$1.06M +$220K +3,803 +26%
ASN
414
Advisory Services Network
Georgia
$1.06M -$85.7K -1,484 -7%
BIM
415
Barton Investment Management
Pennsylvania
$1.05M
DC
416
DeDora Capital
California
$1.05M -$803K -13,900 -43%
BOSSRA
417
B.O.S.S. Retirement Advisors
Utah
$1.05M +$1.05M +18,099 New
TF
418
Trek Financial
Arizona
$1.04M +$231K +3,990 +28%
ACIM
419
Azimuth Capital Investment Management
Michigan
$1.01M
LWAM
420
Legacy Wealth Asset Management
Minnesota
$1.01M +$25.8K +447 +3%
CGPCS
421
Capital Group Private Client Services
California
$999K +$998K +17,277 New
MFC
422
Mechanics Financial Corp
Ohio
$997K +$467K +8,088 +88%
NEWAS
423
N.E.W. Advisory Services
Wisconsin
$977K +$62.2K +1,077 +7%
CA
424
Calton & Associates
Florida
$975K +$694K +12,015 +248%
TCBWMS
425
Texas Capital Bank Wealth Management Services
Texas
$973K +$46.9K +811 +5%

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.