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Vanguard Short-Term Treasury ETF

578 hedge funds and large institutions have $8.22B invested in Vanguard Short-Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 207 increasing their positions, 184 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

20% more funds holding in top 10

Funds holding in top 10: 5971 (+12)

13% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 184

4% more funds holding

Funds holding: 556578 (+22)

3% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.72M

8.12% less ownership

Funds ownership: 68.02%59.9% (-8.1%)

13% less capital invested

Capital invested by funds: $9.4B → $8.22B (-$1.18B)

Holders
578
Holders Change
+22
Holders Change %
+3.96%
% of All Funds
9.12%
Holding in Top 10
71
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.34%
% of All Funds
1.12%
New
98
Increased
207
Reduced
184
Closed
66
Calls
$1.77M
Puts
$1.72M
Net Calls
+$58K
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Alta Advisers
United Kingdom
$60.8M -$1.05M -17,427 -2%
MIM
27
Miller Investment Management
Pennsylvania
$54.2M +$25.6M +426,768 +87%
TC
28
TownSquare Capital
Utah
$49.2M +$49M +815,299 +5,690%
EWM
29
Empirical Wealth Management
Washington
$48M +$3.72M +61,870 +8%
Ameriprise
30
Ameriprise
Minnesota
$46.9M -$73.2M -1,217,832 -61%
SFSG
31
Sound Financial Strategies Group
Mississippi
$46.7M +$47.4M +788,302 +1,713,700%
DC
32
Defender Capital
North Carolina
$45.8M +$3.52M +58,550 +8%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$45.1M -$6.34M -105,478 -12%
I2I
34
Insight 2811 Inc
Illinois
$43.8M +$209K +3,483 +0.5%
IA
35
Inspire Advisors
Idaho
$42.9M +$43.3M +720,694 +19,101%
HighTower Advisors
36
HighTower Advisors
Illinois
$42.8M -$14.7M -244,562 -25%
AI
37
Atria Investments
North Carolina
$40.6M +$39.5M +657,297 +2,362%
KWP
38
Keystone Wealth Partners
Arizona
$38.9M +$3.13M +52,072 +9%
ERIM
39
Eagle Ridge Investment Management
Connecticut
$38.8M +$491K +8,175 +1%
FCC
40
Flower City Capital
New York
$37.4M +$37.9M +630,586 New
CST
41
Charles Schwab Trust
Nevada
$36.5M -$1.04M -17,349 -3%
CWM
42
Chemistry Wealth Management
New York
$34.2M +$34.6M +576,721 New
WAS
43
Winch Advisory Services
Wisconsin
$33.6M +$9M +149,760 +36%
VFA
44
Valeo Financial Advisors
Indiana
$33.6M +$3.18M +52,885 +10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$33.2M +$6.09M +101,317 +22%
TCPWM
46
Traverso Chambers Private Wealth Management
California
$33.1M +$774K +12,887 +2%
G
47
GenTrust
Florida
$32.5M +$33M +548,609 New
RVPG
48
Relative Value Partners Group
$32.2M +$12.8M +213,067 +65%
UCFA
49
United Capital Financial Advisors
Texas
$31M -$3.44M -57,274 -10%
SWIG
50
Strategic Wealth Investment Group
Kentucky
$30M -$296K -4,923 -1%

VGSH Hedge Fund Activity: Q1 2022 in Review

578 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2022, worth a combined $8.22B — down 13% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VGSH positions and 66 closed out — a net gain of 32 holders — while 207 added to existing stakes and 184 trimmed.

The largest buyer was UBS Group, adding an estimated $168M. The largest seller was JP Morgan Chase, cutting an estimated $1.15B.

  • 578 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2022, up from 556 in Q4 2021.
  • Funds reported $8.22B of Vanguard Short-Term Treasury ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2022 and 66 closed out, a net change of +32 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2022 was UBS Group, an estimated $168M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2022 was JP Morgan Chase, an estimated $1.15B sold.

Based on aggregated 13F filings for Q1 2022.