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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
KWM
501
Keebeck Wealth Management
Illinois
$505K
LFA
502
Laraway Financial Advisors
Minnesota
$501K -$6.01K -104 -1%
BWP
503
Balboa Wealth Partners
Arizona
$500K +$61K +1,056 +14%
KPWS
504
Kestra Private Wealth Services
Texas
$499K -$17.2K -298 -3%
AMM
505
American Money Management
California
$497K -$4.22K -73 -0.8%
RWM
506
Ruedi Wealth Management
Illinois
$496K +$495K +8,577 New
CAMG
507
CWA Asset Management Group
Florida
$494K -$164K -2,834 -25%
MPW
508
MGO Private Wealth
California
$492K -$15.2K -263 -3%
ASBI
509
American State Bank (Iowa)
Iowa
$491K
WAM
510
WNY Asset Management
New York
$488K -$94.2K -1,630 -16%
CAG
511
Crestwood Advisors Group
Massachusetts
$486K +$30.8K +533 +7%
FIA
512
Foundations Investment Advisors
Arizona
$485K -$2.47M -42,735 -84%
PMG
513
ProVise Management Group
Florida
$485K -$59.5K -1,030 -11%
AWM
514
Avaii Wealth Management
Wisconsin
$484K -$179K -3,102 -27%
SIC
515
Salem Investment Counselors
North Carolina
$478K +$477K +8,261 New
PWMG
516
Provence Wealth Management Group
California
$468K +$230K +3,983 +97%
FBT
517
First Bankers Trust
Kentucky
$465K -$46.3K -802 -9%
NFP
518
Narus Financial Partners
Utah
$462K +$170K +2,946 +58%
SI
519
Stephens Inc
Arkansas
$444K +$128K +2,208 +40%
RJT
520
Raymond James Trust
Florida
$443K -$247K -4,276 -36%
FHA
521
Flagship Harbor Advisors
Massachusetts
$440K +$103K +1,787 +31%
RI
522
Ridgewood Investments
New Jersey
$438K -$14.7K -254 -3%
IFG
523
Independent Financial Group
California
$437K -$1.68K -29 -0.4%
RWP
524
RWA Wealth Partners
Massachusetts
$430K +$57.7K +999 +16%
MOS
525
MGO One Seven
Ohio
$426K +$27.4K +474 +7%

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.