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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

652 hedge funds and large institutions have $9.61B invested in Vanguard Short-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 249 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
11.27%
Holding in Top 10
104
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.12%
% of All Funds
1.8%
New
88
Increased
249
Reduced
228
Closed
68
Calls
$20.3M
Puts
$3.44M
Net Calls
+$16.8M
Net Calls Change
+$15.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$286M
2
OWM
Orgel Wealth Management
Wisconsin
+$247M
3
Goldman Sachs
Goldman Sachs
New York
+$121M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$93.8M
5
Wells Fargo
Wells Fargo
California
+$73.2M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$257M
2
Creative Planning
Creative Planning
Kansas
-$51.2M
3
SFSG
Sound Financial Strategies Group
Mississippi
-$42.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$40.3M
5
NLP
Next Level Private
New York
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
551
Dorsey & Whitney Trust
South Dakota
$219K +$219K +3,785 New
CTC
552
Central Trust Company
Missouri
$217K +$217K +3,750 New
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$212K +$44.7K +773 +27%
GG
554
Gofen & Glossberg
Illinois
$210K -$5.2K -90 -2%
TCWM
555
Total Clarity Wealth Management
Illinois
$209K +$173 +3 +0.1%
PD
556
Planning Directions
Pennsylvania
$208K -$40.2K -697 -16%
IFA
557
Index Fund Advisors
California
$207K +$58 +1 +0%
CS
558
Cannell & Spears
New York
$206K -$67K -1,158 -25%
MRWM
559
ML&R Wealth Management
Texas
$204K – – –
TIAM2
560
Tru Independence Asset Management 2
Oregon
$203K – – –
GTAM
561
Global Trust Asset Management
Florida
$202K – – –
LS
562
Leelyn Smith
Illinois
$195K -$25.1K -433 -11%
CWM
563
Cranbrook Wealth Management
Michigan
$188K – – –
OIA
564
Optimum Investment Advisors
Illinois
$178K – – –
MCC
565
Money Concepts Capital
Florida
$173K -$346K -6,009 -67%
SIS
566
Sound Income Strategies
Florida
$159K -$70.1K -1,212 -31%
FHA
567
First Horizon Advisors
Tennessee
$158K +$61.5K +1,069 +64%
PA
568
Parallel Advisors
California
$152K -$49K -849 -24%
BLC
569
Brown, Lisle/Cummings
Rhode Island
$144K – – –
WFA
570
Wells Financial Advisors
Massachusetts
$142K +$142K +2,455 New
WCMN
571
Westchester Capital Management (Nebraska)
Nebraska
$133K – – –
FNBOSM
572
First National Bank of South Miami
Florida
$126K -$12.2K -212 -9%
QCG
573
Quadrant Capital Group
Ohio
$114K +$114K +1,978 New
JWA
574
JFS Wealth Advisors
Pennsylvania
$111K – – –
LB
575
Legacy Bridge
Iowa
$110K – – –
21 22
23
24 25