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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
WPWM
526
Windward Private Wealth Management
Kansas
$421K +$34.7K +600 +9%
BWM
527
Brickley Wealth Management
California
$420K
SPIA
528
Steward Partners Investment Advisory
New York
$419K -$5.08K -88 -1%
CF
529
Centaurus Financial
California
$416K -$69.3K -1,200 -14%
WDL
530
Well Done LLC
Michigan
$416K +$416K +7,193 New
I
531
IMPACTfolio
Colorado
$413K -$75.4K -1,305 -15%
Millennium Management
532
Millennium Management
New York
$412K +$412K +7,125 New
PA
533
Procyon Advisors
Connecticut
$411K
TLCM
534
Twin Lakes Capital Management
California
$402K -$84.4K -1,461 -17%
OFG
535
Orcam Financial Group
California
$391K +$391K +6,770 New
TCB
536
Texas Capital Bancshares
Texas
$390K +$390K +6,752 New
WDC
537
Woodward Diversified Capital
California
$377K +$11.7K +202 +3%
TWA
538
Talisman Wealth Advisors
New Jersey
$376K +$376K +6,501 New
PCIA
539
Prime Capital Investment Advisors
Kansas
$376K +$376K +6,501 New
TFS
540
TrustCore Financial Services
Tennessee
$376K +$2.02K +35 +0.5%
RA
541
RFG Advisory
Alabama
$368K -$732K -12,671 -67%
VC
542
Vicus Capital
Pennsylvania
$366K +$365K +6,324 New
AF
543
Advisornet Financial
Minnesota
$366K -$2.02M -34,947 -85%
CAL
544
Capital Advisors Ltd
Ohio
$365K +$520 +9 +0.1%
BBA
545
Braun-Bostich & Associates
Pennsylvania
$359K +$7.97K +138 +2%
DAS
546
Dynamic Advisor Solutions
Arizona
$359K +$40.4K +700 +13%
EP
547
Essential Planning
New Hampshire
$358K
AWM
548
Apollon Wealth Management
South Carolina
$355K +$61.6K +1,067 +21%
PCS
549
Personal CFO Solutions
New Jersey
$355K -$256K -4,437 -42%
AFG
550
Albion Financial Group
Utah
$348K -$231K -4,005 -40%

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.