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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

652 hedge funds and large institutions have $9.61B invested in Vanguard Short-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 249 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
11.27%
Holding in Top 10
104
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.12%
% of All Funds
1.8%
New
88
Increased
249
Reduced
228
Closed
68
Calls
$20.3M
Puts
$3.44M
Net Calls
+$16.8M
Net Calls Change
+$15.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$286M
2
OWM
Orgel Wealth Management
Wisconsin
+$247M
3
Goldman Sachs
Goldman Sachs
New York
+$121M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$93.8M
5
Wells Fargo
Wells Fargo
California
+$73.2M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$257M
2
Creative Planning
Creative Planning
Kansas
-$51.2M
3
SFSG
Sound Financial Strategies Group
Mississippi
-$42.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$40.3M
5
NLP
Next Level Private
New York
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
426
William Blair & Company
Illinois
$515K -$127K -2,203 -20%
CWS
427
Confluence Wealth Services
Pennsylvania
$515K -$7.1K -123 -1%
TSA
428
Tri-Star Advisors
Texas
$515K – – –
FBT
429
First Bankers Trust
Kentucky
$511K -$193K -3,347 -27%
VCM
430
Versant Capital Management
Arizona
$511K -$12.4K -214 -2%
MPW
431
MGO Private Wealth
California
$507K +$507K +8,778 New
CFD
432
Creative Financial Designs
Indiana
$506K +$180K +3,110 +55%
KWM
433
Keebeck Wealth Management
Illinois
$505K +$162K +2,810 +47%
MAA
434
Mraz Amerine & Associates
California
$503K -$16.2K -280 -3%
LFA
435
Laraway Financial Advisors
Minnesota
$501K – – –
AMM
436
American Money Management
California
$501K +$501K +8,668 New
CWM
437
Cedar Wealth Management
California
$490K +$1.1K +19 +0.2%
I
438
IMPACTfolio
Colorado
$488K -$6.82K -118 -1%
TLCM
439
Twin Lakes Capital Management
California
$486K +$486K +8,418 New
CF
440
Centaurus Financial
California
$485K +$132K +2,280 +37%
SHFA
441
SC&H Financial Advisors
Maryland
$480K +$289 +5 +0.1%
BAM
442
Belpointe Asset Management
Nevada
$474K -$408K -7,058 -46%
IP
443
Ignite Planners
California
$466K -$17.3K -299 -4%
VIM
444
Vista Investment Management
Pennsylvania
$463K -$14.7K -254 -3%
LG
445
LaFleur & Godfrey
Michigan
$462K +$462K +8,000 New
PAS
446
Park Avenue Securities
New York
$460K -$112K -1,938 -20%
CAG
447
Crestwood Advisors Group
Massachusetts
$455K +$80.1K +1,385 +21%
RI
448
Ridgewood Investments
New Jersey
$452K +$26.6K +460 +6%
AC
449
Apella Capital
Connecticut
$451K -$55.5K -960 -11%
BWP
450
Balboa Wealth Partners
Arizona
$439K +$439K +7,588 New
16 17
18
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