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Vanguard Short-Term Treasury ETF

657 hedge funds and large institutions have $9.62B invested in Vanguard Short-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 250 increasing their positions, 229 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

490% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $3.44M

29% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 68

6% more capital invested

Capital invested by funds: $9.05B → $9.62B (+$563M)

6% more funds holding in top 10

Funds holding in top 10: 99105 (+6)

2% more funds holding

Funds holding: 646657 (+11)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 229

0.2% less ownership

Funds ownership: 61.09%60.89% (-0.2%)

Holders
657
Holders Change
+11
Holders Change %
+1.7%
% of All Funds
11.32%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
1.81%
New
88
Increased
250
Reduced
229
Closed
68
Calls
$20.3M
Puts
$3.44M
Net Calls
+$16.8M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$68M -$3.97M -67,838 -5%
CWA
27
Cornerstone Wealth Advisors
Minnesota
$65M -$171K -2,919 -0.3%
ST
28
Spinnaker Trust
Maine
$57M +$49.1M +839,346 +569%
DC
29
Defender Capital
North Carolina
$55.6M +$2.25M +38,425 +4%
SWM
30
Spire Wealth Management
Virginia
$52.1M +$36.6M +624,347 +225%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$50.1M -$9.76M -166,781 -16%
CIAS
32
Capital Investment Advisory Services
North Carolina
$45.7M +$46.3M +790,571 +372,911%
PCIG
33
Partners Capital Investment Group
Massachusetts
$44.9M +$27.5M +468,928 +153%
Truist Financial
34
Truist Financial
North Carolina
$43.1M +$7.23M +123,469 +20%
AA
35
Alta Advisers
United Kingdom
$42.8M -$1.11M -18,906 -2%
BFPW
36
BOK Financial Private Wealth
Colorado
$42.4M +$42.4M +723,972 +7,064%
EWM
37
Empirical Wealth Management
Washington
$41.9M -$1.87M -31,976 -4%
Creative Planning
38
Creative Planning
Kansas
$41.8M -$51.9M -886,034 -55%
ERIM
39
Eagle Ridge Investment Management
Connecticut
$41.3M +$3.51M +59,929 +9%
CWM
40
Chemistry Wealth Management
New York
$40.1M +$3.55M +60,579 +10%
I2I
41
Insight 2811 Inc
Illinois
$40.1M -$1.14M -19,427 -3%
Brown Advisory
42
Brown Advisory
Maryland
$33.8M +$34.2M +584,919 New
PFA
43
Pure Financial Advisors
California
$33.1M +$5.34M +91,253 +19%
WDG
44
Wealth Dimensions Group
Ohio
$32.7M +$2.46M +41,998 +8%
AI
45
Atria Investments
North Carolina
$32M -$11.7M -199,131 -26%
Osaic Holdings
46
Osaic Holdings
Arizona
$30.7M -$1.1M -18,717 -3%
RVPG
47
Relative Value Partners Group
$30.5M +$2.73M +46,589 +10%
WAS
48
Winch Advisory Services
Wisconsin
$29.7M -$2.8M -47,883 -9%
EC
49
Estate Counselors
Wisconsin
$29.3M +$5.63M +96,200 +23%
CST
50
Charles Schwab Trust
Nevada
$29.2M -$2.14M -36,605 -7%

VGSH Hedge Fund Activity: Q3 2022 in Review

657 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2022, worth a combined $9.62B — up 6.2% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VGSH positions and 68 closed out — a net gain of 20 holders — while 250 added to existing stakes and 229 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $289M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $257M sold.

  • 657 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2022, up from 646 in Q2 2022.
  • Funds reported $9.62B of Vanguard Short-Term Treasury ETF stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 88 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2022 and 68 closed out, a net change of +20 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2022 was Morgan Stanley, an estimated $289M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2022 was Exchange Traded Concepts, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2022.