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Vanguard Short-Term Treasury ETF

732 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, 220 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

792% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $556K

122% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 74

28% more capital invested

Capital invested by funds: $9.62B → $12.3B (+$2.69B)

20% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 220

11% more funds holding

Funds holding: 657732 (+75)

10% more funds holding in top 10

Funds holding in top 10: 105115 (+10)

0.11% less ownership

Funds ownership: 60.89%60.78% (-0.11%)

Holders
732
Holders Change
+75
Holders Change %
+11.42%
% of All Funds
11.77%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
1.85%
New
164
Increased
264
Reduced
220
Closed
74
Calls
$4.96M
Puts
$556K
Net Calls
+$4.4M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$90.2M +$47M +813,942 +109%
GWM
27
Gitterman Wealth Management
New Jersey
$88.8M +$88.7M +1,535,564 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$84.7M -$22.3M -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 +$66.1M +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 +$58.9M +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 -$2.55M -44,190 -4%
CIAS
41
CBIZ Investment Advisory Services
Ohio
$51.3M +$51.2M +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 -$6.78M -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 +$45.4M +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%

VGSH Hedge Fund Activity: Q4 2022 in Review

732 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2022, worth a combined $12.3B — up 28% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new VGSH positions and 74 closed out — a net gain of 90 holders — while 264 added to existing stakes and 220 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $320M. The largest seller was JP Morgan Chase, cutting an estimated $575M.

  • 732 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2022, up from 657 in Q3 2022.
  • Funds reported $12.3B of Vanguard Short-Term Treasury ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 164 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2022 and 74 closed out, a net change of +90 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2022 was Morgan Stanley, an estimated $320M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2022 was JP Morgan Chase, an estimated $575M sold.

Based on aggregated 13F filings for Q4 2022.