Vanguard Short-Term Treasury ETF
VGSH
556 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 56 closing their positions.
554% more call options, than puts
Call options by funds: $2.77M | Put options by funds: $424K
89% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 56
34% more funds holding in top 10
Funds holding in top 10: 44 → 59 (+15)
8% more capital invested
Capital invested by funds: $8.74B → $9.4B (+$662M)
8% more funds holding
Funds holding: 517 → 556 (+39)
3.87% more ownership
Funds ownership: 64.15% → 68.02% (+3.9%)
2% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 183
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$609M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$62.9M |
| 3 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
+$44.4M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$39.6M |
| 5 |
ST
Smithfield Trust
Pittsburgh,
Pennsylvania
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WL
WIT LLC
District Of Columbia,
District of Columbia
|
-$205M |
| 2 |
Morgan Stanley
New York
|
-$88.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$30.6M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$19.9M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$16.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
601
Wolverine Trading
Chicago,
Illinois
| – | -$211K | -3,433 | Closed |
|
|
AW
602
Avion Wealth
The Woodlands,
Texas
| – | -$207K | -3,364 | Closed |
|
|
BDFN
603
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| – | -$200K | -3,256 | Closed |
|
|
BW
604
Bison Wealth
Atlanta,
Georgia
| – | -$142K | -2,319 | Closed |
|
|
TWA
605
TCI Wealth Advisors
Tucson,
Arizona
| – | -$90K | -1,461 | Closed |
|
|
SFC
606
SYM Financial Corp
Winona Lake,
Indiana
| – | -$59K | -959 | Closed |
|
|
AWA
607
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$58K | -948 | Closed |
|
|
EWA
608
Evolution Wealth Advisors
Aventura,
Florida
| – | -$50K | -822 | Closed |
|
|
JIR
609
James Investment Research
Alpha,
Ohio
| – | -$22K | -366 | Closed |
|
|
JPLA
610
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$20K | -323 | Closed |
|
|
TRCT
611
Tower Research Capital (TRC)
New York
| – | -$5K | -81 | Closed |
|
|
GP
612
Greenline Partners
New York
| – | -$4K | -62 | Closed |
|
|
AWA
613
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | +$306 | +5 | New |
|
VGSH Hedge Fund Activity: Q4 2021 in Review
556 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2021, worth a combined $9.4B — up 7.6% from $8.74B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new VGSH positions and 56 closed out — a net gain of 50 holders — while 179 added to existing stakes and 183 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $609M. The largest seller was WIT LLC, cutting an estimated $205M.
- 556 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2021, up from 517 in Q3 2021.
- Funds reported $9.4B of Vanguard Short-Term Treasury ETF stock for Q4 2021, up 7.6% quarter-over-quarter.
- 106 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2021 and 56 closed out, a net change of +50 holders.
- The largest Vanguard Short-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $609M added.
- The largest Vanguard Short-Term Treasury ETF seller in Q4 2021 was WIT LLC, an estimated $205M sold.
Based on aggregated 13F filings for Q4 2021.