We are live on ! Find out more
VGSH icon

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
DWM
476
Dopkins Wealth Management
New York
$633K +$632K +10,945 New
IAG
477
Investment Advisory Group
Massachusetts
$628K +$628K +10,867 New
ACP
478
Aveo Capital Partners
Colorado
$628K -$2.5M -43,251 -80%
SC
479
Schiavi & Co
Delaware
$619K +$618K +10,699 New
PA
480
Perennial Advisors
New York
$612K +$611K +10,585 New
PC
481
Prairiewood Capital
North Dakota
$609K +$609K +10,539 New
FAM
482
Frontier Asset Management
Wyoming
$606K -$26.1K -452 -4%
FA
483
Faithward Advisors
Pennsylvania
$599K -$18.4M -317,939 -97%
CFD
484
Creative Financial Designs
Indiana
$597K +$90.6K +1,569 +18%
PFA
485
Petra Financial Advisors
Colorado
$595K +$594K +10,287 New
Prudential Financial
486
Prudential Financial
New Jersey
$584K +$42.1K +728 +8%
AL
487
Aspiriant LLC
California
$578K
DP
488
Dearborn Partners
Illinois
$572K +$572K +9,899 New
VWM
489
Valley Wealth Managers
New Jersey
$567K +$566K +9,800 New
DI
490
DAGCO Inc
Ohio
$566K -$7.45M -129,036 -93%
TC
491
Telemus Capital
Michigan
$561K -$188K -3,259 -25%
SWA
492
SFMG Wealth Advisors
Texas
$559K +$4.79K +83 +0.9%
MA
493
MBA Advisors
Pennsylvania
$555K +$239K +4,132 +76%
WAP
494
Wealthcare Advisory Partners
Pennsylvania
$547K -$22.2K -385 -4%
CWAG
495
Compton Wealth Advisory Group
Virginia
$544K -$3.52K -61 -0.6%
FCA
496
FinTrust Capital Advisors
South Carolina
$540K +$58 +1 +0%
CG
497
Colony Group
Massachusetts
$530K +$271K +4,695 +105%
MMA
498
Miracle Mile Advisors
California
$517K +$58 +1 +0%
VCM
499
Versant Capital Management
Arizona
$517K +$5.89K +102 +1%
AGC
500
Aspen Grove Capital
Colorado
$517K +$516K +8,935 New

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.