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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
MCA
426
Maryland Capital Advisors
Maryland
$962K -$463K -8,009 -32%
IAN
427
Integrated Advisors Network
Texas
$962K -$753K -13,027 -44%
AWE
428
Avidian Wealth Enterprises
Texas
$957K +$956K +16,545 New
WS
429
Wedbush Securities
California
$939K -$3.31M -57,246 -78%
MWM
430
Meritas Wealth Management
California
$936K +$935K +16,191 New
TWM
431
Tolleson Wealth Management
Texas
$935K
MFWP
432
Mosaic Family Wealth Partners
Missouri
$935K +$934K +16,169 New
RMAM
433
Raab & Moskowitz Asset Management
New Jersey
$934K -$19.1K -330 -2%
BFG
434
Berger Financial Group
Minnesota
$932K -$16.2K -281 -2%
LSAG
435
Lake Street Advisors Group
New Hampshire
$932K -$70.9K -1,227 -7%
BWAM
436
Boyd Watterson Asset Management
Ohio
$918K +$161K +2,781 +21%
OIA
437
OneDigital Investment Advisors
Kansas
$911K +$11.6K +200 +1%
GRP
438
Global Retirement Partners
California
$901K +$173 +3 +0%
GBT
439
Grove Bank & Trust
Florida
$900K
GT
440
Glenview Trust
Kentucky
$900K
CHJWM
441
Carlton Hofferkamp & Jenks Wealth Management
Texas
$893K +$326K +5,648 +58%
MFG
442
Merit Financial Group
Georgia
$890K +$536K +9,285 +152%
GJIA
443
Glass Jacobson Investment Advisors
Maryland
$887K +$886K +15,337 New
AC
444
Apella Capital
Connecticut
$873K +$422K +7,301 +94%
LMKC
445
L.M. Kohn & Company
Ohio
$872K -$536K -9,270 -38%
FFA
446
Farther Finance Advisors
California
$871K +$870K +15,068 New
SFO
447
Stokes Family Office
Louisiana
$867K +$867K +15,000 New
RIM
448
Rockbridge Investment Management
New York
$855K -$8.49K -147 -1%
MIFH
449
Migdal Insurance & Financial Holdings
Israel
$815K +$693 +12 +0.1%
AT
450
American Trust
Kentucky
$814K +$813K +14,081 New

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.