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Vanguard Short-Term Treasury ETF

556 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $424K

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

34% more funds holding in top 10

Funds holding in top 10: 4459 (+15)

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$662M)

8% more funds holding

Funds holding: 517556 (+39)

3.87% more ownership

Funds ownership: 64.15%68.02% (+3.9%)

2% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 183

Holders
556
Holders Change
+39
Holders Change %
+7.54%
% of All Funds
8.56%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.91%
New
106
Increased
179
Reduced
183
Closed
56
Calls
$2.77M
Puts
$424K
Net Calls
+$2.35M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
476
Davenport & Co
Virginia
$210K +$211K +3,458 New
CF
477
Corrigan Financial
Rhode Island
$210K -$38.8K -635 -16%
RPG
478
Resource Planning Group
Georgia
$209K
OCG
479
Opus Capital Group
Ohio
$205K -$10.9K -178 -5%
LFAS
480
Level Four Advisory Services
Texas
$203K +$204K +3,339 New
CWM
481
Cranbrook Wealth Management
Michigan
$198K
OIA
482
Optimum Investment Advisors
Illinois
$187K
CFD
483
Creative Financial Designs
Indiana
$179K +$12.7K +207 +8%
GM
484
GeoWealth Management
Illinois
$167K +$52.6K +860 +45%
BLC
485
Brown, Lisle/Cummings
Rhode Island
$152K +$153K +2,500 New
BCM
486
Blume Capital Management
California
$152K -$38.3K -627 -20%
WCMN
487
Westchester Capital Management (Nebraska)
Nebraska
$140K
FNBOSM
488
First National Bank of South Miami
Florida
$133K +$28.1K +460 +27%
MA
489
Montag & Associates
Georgia
$129K -$70.3K -1,150 -35%
PP
490
PrairieView Partners
Minnesota
$127K -$19.3K -316 -13%
CHA
491
Carmichael Hill & Associates
Maryland
$121K +$1.96K +32 +2%
MPCG
492
Matrix Private Capital Group
New York
$120K +$121K +1,975 New
JWA
493
JFS Wealth Advisors
Pennsylvania
$117K
LB
494
Legacy Bridge
Iowa
$116K -$300K -4,909 -72%
LFG
495
Larson Financial Group
Missouri
$111K +$14.9K +244 +15%
PFA
496
Professional Financial Advisors
Nebraska
$111K +$112K +1,824 New
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$106K +$107K +1,744 New
PNC Financial Services Group
498
PNC Financial Services Group
Pennsylvania
$104K -$356K -5,828 -77%
SCA
499
Snowden Capital Advisors
New York
$97K +$98.3K +1,607 New
CWA
500
Clearview Wealth Advisors
Oregon
$96K -$4.89K -80 -5%

VGSH Hedge Fund Activity: Q4 2021 in Review

556 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2021, worth a combined $9.4B — up 7.6% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VGSH positions and 56 closed out — a net gain of 50 holders — while 179 added to existing stakes and 183 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $609M. The largest seller was WIT LLC, cutting an estimated $205M.

  • 556 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2021, up from 517 in Q3 2021.
  • Funds reported $9.4B of Vanguard Short-Term Treasury ETF stock for Q4 2021, up 7.6% quarter-over-quarter.
  • 106 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2021 and 56 closed out, a net change of +50 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $609M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2021 was WIT LLC, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2021.