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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
ESB
601
Essex Savings Bank
Connecticut
$242K +$241K +4,178 New
JCM
602
Jacobi Capital Management
Pennsylvania
$241K -$102K -1,768 -30%
AIP
603
Ameritas Investment Partners
Nebraska
$241K
MCC
604
Money Concepts Capital
Florida
$240K +$66.6K +1,152 +38%
MKA
605
M. Kulyk & Associates
Georgia
$240K
FCM
606
Fourpath Capital Management
Oklahoma
$239K
RIA
607
Realta Investment Advisors
Delaware
$236K +$2.25K +39 +1%
TA
608
TFB Advisors
Kansas
$234K +$234K +4,045 New
LNC
609
Lincoln National Corp
Pennsylvania
$233K +$233K +4,034 New
William Blair & Company
610
William Blair & Company
Illinois
$233K -$282K -4,887 -55%
AAM
611
Ameraudi Asset Management
New York
$233K -$1.11M -19,171 -83%
MA
612
MONECO Advisors
Connecticut
$232K
LC
613
LCNB Corp
Ohio
$231K
CWM
614
Cordatus Wealth Management
Pennsylvania
$227K +$226K +3,920 New
CIS
615
Continental Investors Services
Washington
$226K
MIA
616
MMBG Investment Advisors
Florida
$225K
MG
617
Mather Group
Illinois
$224K +$5.43K +94 +2%
WCFA
618
Walkner Condon Financial Advisors
Wisconsin
$223K -$578K -10,000 -72%
GWM
619
Gray Wealth Management
Maine
$223K
CCFM
620
Clear Creek Financial Management
Washington
$221K -$9.13K -158 -4%
MCM
621
Manchester Capital Management
Vermont
$220K -$182K -3,150 -45%
TCM
622
Traynor Capital Management
Pennsylvania
$218K +$218K +3,771 New
CTC
623
Central Trust Company
Missouri
$217K
IAA
624
Independent Advisor Alliance
North Carolina
$216K +$216K +3,744 New
JWCA
625
J.W. Cole Advisors
Florida
$216K +$216K +3,738 New

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.