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Vanguard Short-Term Treasury ETF

556 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $424K

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

34% more funds holding in top 10

Funds holding in top 10: 4459 (+15)

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$662M)

8% more funds holding

Funds holding: 517556 (+39)

3.87% more ownership

Funds ownership: 64.15%68.02% (+3.9%)

2% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 183

Holders
556
Holders Change
+39
Holders Change %
+7.54%
% of All Funds
8.56%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.91%
New
106
Increased
179
Reduced
183
Closed
56
Calls
$2.77M
Puts
$424K
Net Calls
+$2.35M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Defender Capital
North Carolina
$43.4M -$52.7K -861 -0.1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$40.8M +$4.07M +66,571 +11%
ERIM
28
Eagle Ridge Investment Management
Connecticut
$39.3M -$561K -9,173 -1%
CST
29
Charles Schwab Trust
Nevada
$38.5M +$38.3M +625,681 +8,940%
KWP
30
Keystone Wealth Partners
Arizona
$36.8M +$4.22M +68,954 +13%
UCFA
31
United Capital Financial Advisors
Texas
$35.3M +$28.7M +468,941 +424%
TCPWM
32
Traverso Chambers Private Wealth Management
California
$33.2M +$1.09M +17,809 +3%
Jane Street
33
Jane Street
New York
$31.5M +$20.2M +329,841 +175%
VFA
34
Valeo Financial Advisors
Indiana
$31.3M +$1.91M +31,263 +6%
SWIG
35
Strategic Wealth Investment Group
Kentucky
$31.1M -$3.09M -50,601 -9%
EPM
36
Elm Partners Management
Pennsylvania
$30.3M +$26M +425,851 +590%
MIM
37
Miller Investment Management
Pennsylvania
$29.7M +$29.9M +488,279 New
Nomura Asset Management
38
Nomura Asset Management
Japan
$29.7M -$5.68M -92,900 -16%
6M
39
6 Meridian
Kansas
$28.4M +$6.07M +99,344 +27%
CC
40
Cypress Capital
Tennessee
$28.1M +$1.28M +20,887 +5%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$28M +$18.2M +297,308 +183%
CI
42
Cordant Inc
Oregon
$25.9M +$662K +10,818 +3%
WAS
43
Winch Advisory Services
Wisconsin
$25.4M -$782K -12,788 -3%
Franklin Resources
44
Franklin Resources
California
$24.2M +$865K +14,146 +4%
AAMA
45
Advanced Asset Management Advisors
Ohio
$22.2M +$54.4K +890 +0.2%
PFA
46
Pure Financial Advisors
California
$22.2M +$4.39M +71,769 +25%
PCIG
47
Partners Capital Investment Group
Massachusetts
$21.7M +$3.94M +64,352 +22%
Osaic Holdings
48
Osaic Holdings
Arizona
$21.6M -$4.28M -69,963 -16%
OHIS
49
Oak Harvest Investment Services
Texas
$21.2M +$2.67M +43,668 +14%
Truist Financial
50
Truist Financial
North Carolina
$21.2M +$1.53M +24,963 +8%

VGSH Hedge Fund Activity: Q4 2021 in Review

556 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2021, worth a combined $9.4B — up 7.6% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VGSH positions and 56 closed out — a net gain of 50 holders — while 179 added to existing stakes and 183 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $609M. The largest seller was WIT LLC, cutting an estimated $205M.

  • 556 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2021, up from 517 in Q3 2021.
  • Funds reported $9.4B of Vanguard Short-Term Treasury ETF stock for Q4 2021, up 7.6% quarter-over-quarter.
  • 106 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2021 and 56 closed out, a net change of +50 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $609M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2021 was WIT LLC, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2021.