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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

728 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, 218 reducing their positions, and 74 closing their positions.

Holders
728
Holders Change
+76
Holders Change %
+11.66%
% of All Funds
11.75%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
1.84%
New
164
Increased
264
Reduced
218
Closed
74
Calls
$4.96M
Puts
$556K
Net Calls
+$4.4M
Net Calls Change
-$12.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.04B
2
Brown Advisory
2
Brown Advisory
Maryland
$241M
3
Wells Fargo
3
Wells Fargo
California
$379M
4
HWM
4
HB Wealth Management
Georgia
$150M
5
Charles Schwab
5
Charles Schwab
California
$116M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.21B
2
AssetMark Inc
2
AssetMark Inc
California
$11.8M
3
TOTSC
3
Trustees of the Smith College
Massachusetts
$0
4
Bank of America
4
Bank of America
North Carolina
$420M
5
UBS Group
5
UBS Group
Switzerland
$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$90.2M +$47.1M +813,942 +109%
GWM
27
Gitterman Wealth Management
New Jersey
$88.8M +$88.8M +1,535,564 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$84.7M -$22.4M -386,684 -21%
CAM
29
Cresset Asset Management
Illinois
$79.5M +$79.5M +1,375,363 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$78.5M +$28.4M +491,398 +57%
AWM
31
AE Wealth Management
Kansas
$71.1M +$2.78M +48,152 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$66.4M +$37.5M +649,273 +130%
MWM
33
Mission Wealth Management
California
$66.2M +$66.2M +1,144,781 New
AA
34
Advisory Alpha
Michigan
$66M +$42.9M +742,178 +186%
PCIG
35
Partners Capital Investment Group
Massachusetts
$65.5M +$20.6M +356,665 +46%
CWA
36
Cornerstone Wealth Advisors
Minnesota
$63.5M -$1.56M -27,037 -2%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$59.5M +$59M +1,019,455 +11,079%
SWM
38
Spire Wealth Management
Virginia
$56.5M +$4.36M +75,411 +8%
Mariner
39
Mariner
Kansas
$56.3M -$11.7M -203,204 -17%
ST
40
Spinnaker Trust
Maine
$54.5M -$2.56M -44,190 -4%
CIAS
41
CBIZ Investment Advisory Services
Ohio
$51.3M +$51.3M +886,837 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$49.4M +$3.67M +63,491 +8%
DC
43
Defender Capital
North Carolina
$48.9M -$6.79M -117,376 -12%
BFPW
44
BOK Financial Private Wealth
Colorado
$47.4M +$4.92M +85,109 +12%
Creative Planning
45
Creative Planning
Kansas
$47.3M +$5.48M +94,778 +13%
AAG
46
Armstrong Advisory Group
Massachusetts
$45.5M +$45.5M +786,202 New
Citigroup
47
Citigroup
New York
$45.4M +$45.1M +780,720 +20,363%
Nomura Asset Management
48
Nomura Asset Management
Japan
$44.9M +$15.9M +275,700 +55%
CAI
49
Capital Advisors Inc
Oklahoma
$44.9M -$50.7M -877,633 -53%
AIM
50
Acropolis Investment Management
Missouri
$43.5M +$36.8M +636,202 +550%
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