We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF

657 hedge funds and large institutions have $9.62B invested in Vanguard Short-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 250 increasing their positions, 229 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

490% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $3.44M

29% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 68

6% more capital invested

Capital invested by funds: $9.05B → $9.62B (+$563M)

6% more funds holding in top 10

Funds holding in top 10: 99105 (+6)

2% more funds holding

Funds holding: 646657 (+11)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 229

0.2% less ownership

Funds ownership: 61.09%60.89% (-0.2%)

Holders
657
Holders Change
+11
Holders Change %
+1.7%
% of All Funds
11.32%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
1.81%
New
88
Increased
250
Reduced
229
Closed
68
Calls
$20.3M
Puts
$3.44M
Net Calls
+$16.8M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
451
Apella Capital
Connecticut
$451K -$56.2K -960 -11%
BWP
452
Balboa Wealth Partners
Arizona
$439K +$444K +7,588 New
IFG
453
Independent Financial Group
California
$439K -$279K -4,773 -39%
SHGA
454
Sand Hill Global Advisors
California
$436K +$937 +16 +0.2%
AC
455
Applied Capital
Arkansas
$426K +$432K +7,376 New
SPIA
456
Steward Partners Investment Advisory
New York
$424K -$129K -2,203 -23%
KMWM
457
Keudell/Morrison Wealth Management
Oregon
$422K +$427K +7,300 New
BWM
458
Brickley Wealth Management
California
$420K
PA
459
Procyon Advisors
Connecticut
$411K -$184K -3,148 -31%
MCM
460
Manchester Capital Management
Vermont
$402K -$602K -10,287 -60%
FA
461
FDx Advisors
Illinois
$398K +$142K +2,426 +54%
WPWM
462
Windward Private Wealth Management
Kansas
$386K -$253K -4,325 -39%
AAM
463
Advisors Asset Management
Colorado
$382K -$91.2K -1,558 -19%
BPM
464
Bowling Portfolio Management
Ohio
$381K
HF
465
HRT Financial
New York
$378K -$2.7M -46,135 -88%
TFS
466
TrustCore Financial Services
Tennessee
$374K +$234 +4 +0.1%
FIM
467
Freedom Investment Management
Connecticut
$371K -$78.5K -1,341 -17%
RWP
468
RWA Wealth Partners
Massachusetts
$370K +$58.5K +1,000 +19%
WI
469
WBI Investments
New Jersey
$367K +$379K +6,471 New
GVAG
470
Great Valley Advisor Group
Delaware
$365K -$5.5K -94 -1%
WDC
471
Woodward Diversified Capital
California
$365K +$119K +2,026 +47%
CAL
472
Capital Advisors Ltd
Ohio
$364K -$275K -4,699 -43%
FTA
473
Financial & Tax Architects
Missouri
$361K +$99.7K +1,703 +38%
EP
474
Essential Planning
New Hampshire
$358K +$363K +6,203 New
PFA
475
Pathway Financial Advisors
Vermont
$357K

VGSH Hedge Fund Activity: Q3 2022 in Review

657 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2022, worth a combined $9.62B — up 6.2% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VGSH positions and 68 closed out — a net gain of 20 holders — while 250 added to existing stakes and 229 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $289M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $257M sold.

  • 657 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2022, up from 646 in Q2 2022.
  • Funds reported $9.62B of Vanguard Short-Term Treasury ETF stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 88 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2022 and 68 closed out, a net change of +20 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2022 was Morgan Stanley, an estimated $289M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2022 was Exchange Traded Concepts, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2022.