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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
1
Morgan Stanley
New York
$715M
2
OWM
2
Orgel Wealth Management
Wisconsin
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$224M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$103M
5
Wells Fargo
5
Wells Fargo
California
$229M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
Creative Planning
2
Creative Planning
Kansas
$41.8M
3
SFSG
3
Sound Financial Strategies Group
Mississippi
$40K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$101M
5
NLP
5
Next Level Private
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$68M -$3.92M -67,838 -5%
CWA
27
Cornerstone Wealth Advisors
Minnesota
$65M -$169K -2,919 -0.3%
ST
28
Spinnaker Trust
Maine
$57M +$48.5M +839,346 +569%
DC
29
Defender Capital
North Carolina
$55.6M +$2.22M +38,425 +4%
SWM
30
Spire Wealth Management
Virginia
$52.1M +$36.1M +624,347 +225%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$50.1M -$9.64M -166,781 -16%
CIAS
32
Capital Investment Advisory Services
North Carolina
$45.7M +$45.7M +790,571 +372,911%
PCIG
33
Partners Capital Investment Group
Massachusetts
$44.9M +$27.1M +468,928 +153%
Truist Financial
34
Truist Financial
North Carolina
$43.1M +$7.14M +123,469 +20%
AA
35
Alta Advisers
United Kingdom
$42.8M -$1.09M -18,906 -2%
BFPW
36
BOK Financial Private Wealth
Colorado
$42.4M +$41.8M +723,972 +7,064%
EWM
37
Empirical Wealth Management
Washington
$41.9M -$1.85M -31,976 -4%
Creative Planning
38
Creative Planning
Kansas
$41.8M -$51.2M -886,034 -55%
ERIM
39
Eagle Ridge Investment Management
Connecticut
$41.3M +$3.46M +59,929 +9%
CWM
40
Chemistry Wealth Management
New York
$40.1M +$3.5M +60,579 +10%
I2I
41
Insight 2811 Inc
Illinois
$40.1M -$1.12M -19,427 -3%
Brown Advisory
42
Brown Advisory
Maryland
$33.8M +$33.8M +584,919 New
PFA
43
Pure Financial Advisors
California
$33.1M +$5.27M +91,253 +19%
WDG
44
Wealth Dimensions Group
Ohio
$32.7M +$2.43M +41,998 +8%
AI
45
Atria Investments
North Carolina
$32M -$11.5M -199,131 -26%
Osaic Holdings
46
Osaic Holdings
Arizona
$30.7M -$1.08M -18,717 -3%
RVPG
47
Relative Value Partners Group
$30.5M +$2.69M +46,589 +10%
WAS
48
Winch Advisory Services
Wisconsin
$29.7M -$2.77M -47,883 -9%
EC
49
Estate Counselors
Wisconsin
$29.3M +$5.56M +96,200 +23%
CST
50
Charles Schwab Trust
Nevada
$29.2M -$2.12M -36,605 -7%
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