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Vanguard Short-Term Treasury ETF

578 hedge funds and large institutions have $8.22B invested in Vanguard Short-Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 207 increasing their positions, 184 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

20% more funds holding in top 10

Funds holding in top 10: 5971 (+12)

13% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 184

4% more funds holding

Funds holding: 556578 (+22)

3% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.72M

8.12% less ownership

Funds ownership: 68.02%59.9% (-8.1%)

13% less capital invested

Capital invested by funds: $9.4B → $8.22B (-$1.18B)

Holders
578
Holders Change
+22
Holders Change %
+3.96%
% of All Funds
9.12%
Holding in Top 10
71
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.34%
% of All Funds
1.12%
New
98
Increased
207
Reduced
184
Closed
66
Calls
$1.77M
Puts
$1.72M
Net Calls
+$58K
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
576
Tucker Asset Management
Colorado
$3.02K +$3.06K +51 New
TWM
577
Tradition Wealth Management
Minnesota
$3K
HR
578
Howe & Rusling
New York
$2K
FGAM
579
Financial Gravity Asset Management
Texas
$29
NQWM
580
Northwest Quadrant Wealth Management
Oregon
-$44.4M -729,550 Closed
WAOI
581
Wealth Advisors of Iowa
Iowa
-$16.4M -270,096 Closed
SWM
582
Sanctuary Wealth Management
Idaho
-$8.7M -143,020 Closed
KPWS
583
Kestra Private Wealth Services
Texas
-$6.1M -100,352 Closed
Renaissance Technologies
584
Renaissance Technologies
New York
-$6.06M -99,615 Closed
WG
585
Watchman Group
Texas
-$5.33M -87,703 Closed
FFS
586
Founders Financial Securities
Maryland
-$4.61M -75,741 Closed
VWA
587
Visionary Wealth Advisors
Illinois
-$3.71M -61,051 Closed
Millennium Management
588
Millennium Management
New York
-$3.63M -59,651 Closed
FWM
589
Frontier Wealth Management
Missouri
-$3.02M -49,572 Closed
WRTC
590
Wind River Trust Company
Wyoming
-$2.66M -43,738 Closed
HWM
591
HB Wealth Management
Georgia
-$2.49M -40,923 Closed
ARC
592
Advisor Resource Council
Texas
-$1.98M -32,479 Closed
TP
593
Truvvo Partners
New York
-$1.94M -31,957 Closed
RWA
594
Redhawk Wealth Advisors
Minnesota
-$1.92M -31,605 Closed
RWP
595
Ridgecrest Wealth Partners
California
-$1.32M -21,700 Closed
SFS
596
Sowell Financial Services
Arkansas
-$1.26M -20,765 Closed
JWCA
597
J.W. Cole Advisors
Florida
-$924K -15,183 Closed
FEM
598
Fulcrum Equity Management
Texas
-$889K -14,609 Closed
CSPIA
599
Cary Street Partners Investment Advisory
Virginia
-$751K -12,338 Closed
CPFP
600
Clear Perspectives Financial Planning
Ohio
-$729K -11,977 Closed

VGSH Hedge Fund Activity: Q1 2022 in Review

578 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2022, worth a combined $8.22B — down 13% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VGSH positions and 66 closed out — a net gain of 32 holders — while 207 added to existing stakes and 184 trimmed.

The largest buyer was UBS Group, adding an estimated $168M. The largest seller was JP Morgan Chase, cutting an estimated $1.15B.

  • 578 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2022, up from 556 in Q4 2021.
  • Funds reported $8.22B of Vanguard Short-Term Treasury ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2022 and 66 closed out, a net change of +32 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2022 was UBS Group, an estimated $168M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2022 was JP Morgan Chase, an estimated $1.15B sold.

Based on aggregated 13F filings for Q1 2022.