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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
ACI
451
Alpha Cubed Investments
California
$808K -$114K -1,972 -12%
ACS
452
Archford Capital Strategies
Illinois
$805K -$8.42M -145,671 -91%
CB
453
Cadence Bank
Mississippi
$803K +$802K +13,883 New
CAP
454
Columbia Advisory Partners
Washington
$792K +$126K +2,188 +19%
FTA
455
Financial & Tax Architects
Missouri
$764K +$397K +6,865 +110%
CAM
456
Chandler Asset Management
California
$754K
KOC
457
Koss-Olinger Consulting
Florida
$753K -$91.3K -1,580 -11%
RWMG
458
Redwood Wealth Management Group
New Jersey
$750K +$749K +12,972 New
RCA
459
Resonant Capital Advisors
Wisconsin
$740K +$740K +12,802 New
VFPI
460
Vantage Financial Partners (Illinois)
Illinois
$740K +$739K +12,800 New
NEGWA
461
New England Guild Wealth Advisors
Connecticut
$710K -$66.5K -1,151 -9%
CMBA
462
C.M. Bidwell & Associates
Hawaii
$709K +$3K +52 +0.4%
SFG
463
Snider Financial Group
Washington
$709K -$77.1K -1,335 -10%
MHS
464
M Holdings Securities
Oregon
$702K -$2.89K -50 -0.4%
PA
465
PFG Advisors
Arizona
$701K +$700K +12,119 New
LG
466
Leuthold Group
Minnesota
$698K -$705K -12,206 -50%
TCOK
467
Trust Company of Kansas
Kansas
$698K +$697K +12,072 New
VWA
468
VERITY Wealth Advisors
United States
$657K -$11.4K -198 -2%
FPAS
469
Focus Partners Advisor Solutions
Missouri
$656K +$302K +5,229 +85%
PAS
470
Park Avenue Securities
New York
$656K +$196K +3,389 +43%
PB
471
Pinnacle Bancorp
Nebraska
$655K +$389K +6,734 +146%
AA
472
Alesco Advisors
New York
$650K +$15.3K +265 +2%
SFA
473
Sequoia Financial Advisors
Ohio
$647K +$389K +6,734 +151%
NA
474
NewEdge Advisors
Louisiana
$642K +$209K +3,610 +31%
BWM
475
Benchmark Wealth Management
Connecticut
$638K

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.