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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
WTC
551
WhitTier Trust Company
Nevada
$347K
PFG
552
Pacific Financial Group
Washington
$343K +$70.2K +1,216 +26%
BFA
553
Bragg Financial Advisors
North Carolina
$342K -$9.47K -164 -3%
MAA
554
Mraz Amerine & Associates
California
$334K -$168K -2,914 -34%
JIR
555
James Investment Research
Ohio
$326K +$326K +5,641 New
WCA
556
Waypoint Capital Advisors
Minnesota
$321K
EAM
557
Evanson Asset Management
California
$318K
PWM
558
PBMares Wealth Management
Virginia
$314K -$478K -8,272 -60%
AC
559
Applied Capital
Arkansas
$310K -$116K -2,007 -27%
FA
560
FC Advisory
Pennsylvania
$309K +$309K +5,342 New
PFG
561
Peterson Financial Group
Iowa
$305K -$14.7K -255 -5%
WI
562
Wintrust Investments
Illinois
$305K +$58.2K +1,007 +24%
SFA
563
Source Financial Advisors
New York
$305K +$304K +5,267 New
SSWM
564
Sheets Smith Wealth Management
North Carolina
$304K
AIM
565
Alhambra Investment Management
Florida
$304K +$303K +5,250 New
CCA
566
Cora Capital Advisors
New Jersey
$304K +$303K +5,250 New
CAG
567
Compass Advisory Group
New York
$301K -$2.52M -43,586 -89%
KAM
568
Kraft Asset Management
Tennessee
$300K +$70.4K +1,218 +31%
V
569
Veritable
Delaware
$300K +$300K +5,188 New
SRC
570
Shufro Rose & Co
New York
$297K +$297K +5,136 New
VPP
571
Vertex Planning Partners
Illinois
$295K +$295K +5,108 New
FPFS
572
First Personal Financial Services
North Carolina
$293K +$293K +5,073 New
AAM
573
Advisors Asset Management
Colorado
$291K -$91.2K -1,579 -24%
WIA
574
World Investment Advisors
California
$285K +$285K +4,931 New
SOS
575
Silver Oak Securities
Tennessee
$285K -$35K -605 -11%

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.