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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
SIG
426
Spinnaker Investment Group
California
$295K +$298K +4,877 New
EH
427
Equitable Holdings
New York
$294K -$14.7K -240 -5%
SIA
428
Schechter Investment Advisors
Michigan
$294K +$295K +4,825 New
QFA
429
Quattro Financial Advisors
Texas
$289K -$15.7K -257 -5%
MOS
430
MGO One Seven
Ohio
$287K
ZF
431
Zhang Financial
Michigan
$287K +$19.4K +318 +7%
US Bancorp
432
US Bancorp
Minnesota
$286K +$30.4K +497 +12%
CAM
433
Cresset Asset Management
Illinois
$286K +$288K +4,702 New
LWP
434
Lumature Wealth Partners
Georgia
$285K
Wealth Enhancement Advisory Services
435
Wealth Enhancement Advisory Services
Minnesota
$284K +$288K +4,708 New
KeyBank National Association
436
KeyBank National Association
Ohio
$283K +$26.7K +436 +10%
Bank Julius Baer & Co
437
Bank Julius Baer & Co
Switzerland
$281K -$612 -10 -0.2%
CHJWM
438
Carlton Hofferkamp & Jenks Wealth Management
Texas
$280K -$7.52K -123 -3%
TF
439
Trek Financial
Arizona
$280K -$5.57K -91 -2%
AWM
440
AllSquare Wealth Management
New York
$280K
SRSA
441
S.R. Schill & Associates
Washington
$278K +$13.3K +217 +5%
CPA
442
Cardiff Park Advisors
California
$277K +$279K +4,557 New
BOH
443
Bank of Hawaii
Hawaii
$275K
MWM
444
Maripau Wealth Management
Indiana
$273K +$278K +4,554 New
SIS
445
Sound Income Strategies
Florida
$271K -$19.2K -314 -7%
PMA
446
Prudent Man Advisors
Illinois
$270K
AGP
447
Autumn Glory Partners
Texas
$268K +$269K +4,400 New
PWMG
448
Provence Wealth Management Group
California
$268K +$269K +4,404 New
B
449
Bellecapital
Switzerland
$267K +$45.9K +751 +21%
PA
450
Parkside Advisors
California
$266K

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.