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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
FFM
626
Flagstone Financial Management
Nebraska
$214K +$214K +3,704 New
AWM
627
Aries Wealth Management
Maine
$212K +$212K +3,671 New
SWP
628
Summit Wealth Partners
Florida
$209K +$209K +3,620 New
AF
629
Allworth Financial
California
$209K -$53.8K -931 -20%
TLFA
630
True Link Financial Advisors
California
$208K -$119K -2,066 -36%
AC
631
ASB Consultores
Florida
$207K -$16.3K -282 -7%
SHFA
632
SC&H Financial Advisors
Maryland
$206K -$273K -4,728 -57%
CS
633
Cannell & Spears
New York
$206K -$58 -1 -0%
ACM
634
Avalon Capital Management
California
$205K +$205K +3,548 New
MRWM
635
ML&R Wealth Management
Texas
$204K
PFPT
636
Pinnacle Financial Partners (Tennessee)
Tennessee
$201K +$201K +3,475 New
LS
637
Leelyn Smith
Illinois
$200K +$200K +3,456 +103%
MWA
638
Moser Wealth Advisors
Washington
$194K -$1.2M -20,825 -86%
GI
639
Gradient Investments
Minnesota
$191K +$181K +3,125 +1,817%
OIA
640
Optimum Investment Advisors
Illinois
$178K
GTAM
641
Global Trust Asset Management
Florida
$160K -$42.5K -735 -21%
FHA
642
First Horizon Advisors
Tennessee
$159K
AIA
643
Arcadia Investment Advisors
Idaho
$155K +$154K +2,674 New
PA
644
Parallel Advisors
California
$152K
SIS
645
Sound Income Strategies
Florida
$151K -$7.8K -135 -5%
AWM
646
Accurate Wealth Management
Florida
$148K +$147K +2,549 New
BLC
647
Brown, Lisle/Cummings
Rhode Island
$145K
WOSD
648
WFA of San Diego
California
$144K +$143K +2,482 New
HR
649
Howe & Rusling
New York
$140K +$139K +2,398 +8,564%
WCMN
650
Westchester Capital Management (Nebraska)
Nebraska
$133K

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.