VGSH icon

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 %
SHGA
451
Sand Hill Global Advisors
California
$436K +$925 +16 +0.2%
AC
452
Applied Capital
Arkansas
$426K +$426K +7,376 New
SPIA
453
Steward Partners Investment Advisory
New York
$424K -$127K -2,203 -23%
KMWM
454
Keudell/Morrison Wealth Management
Oregon
$422K +$422K +7,300 New
BWM
455
Brickley Wealth Management
California
$420K – – –
PA
456
Procyon Advisors
Connecticut
$411K -$182K -3,148 -31%
MCM
457
Manchester Capital Management
Vermont
$402K -$595K -10,287 -60%
FA
458
FDx Advisors
Illinois
$398K +$140K +2,426 +54%
WPWM
459
Windward Private Wealth Management
Kansas
$386K -$250K -4,325 -39%
AAM
460
Advisors Asset Management
Colorado
$382K -$90.1K -1,558 -19%
BPM
461
Bowling Portfolio Management
Ohio
$381K – – –
HF
462
HRT Financial
New York
$378K -$2.66M -46,135 -88%
TFS
463
TrustCore Financial Services
Tennessee
$374K +$231 +4 +0.1%
FIM
464
Freedom Investment Management
Connecticut
$371K -$77.5K -1,341 -17%
RWP
465
RWA Wealth Partners
Massachusetts
$370K +$57.8K +1,000 +19%
WI
466
WBI Investments
New Jersey
$367K +$367K +6,471 New
GVAG
467
Great Valley Advisor Group
Delaware
$365K -$5.43K -94 -1%
WDC
468
Woodward Diversified Capital
California
$365K +$117K +2,026 +47%
CAL
469
Capital Advisors Ltd
Ohio
$364K -$271K -4,699 -43%
FTA
470
Financial & Tax Architects
Missouri
$361K +$98.4K +1,703 +38%
EP
471
Essential Planning
New Hampshire
$358K +$358K +6,203 New
PFA
472
Pathway Financial Advisors
Vermont
$357K – – –
OCM
473
Orion Capital Management
California
$356K -$611K -10,594 -63%
FPAS
474
Focus Partners Advisor Solutions
Missouri
$354K -$627K -10,832 -64%
MFG
475
Merit Financial Group
Georgia
$353K +$353K +6,107 New
17 18
19
20 21