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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
PTC
651
Private Trust Company
Ohio
$132K +$99.4K +1,721 +307%
MCI
652
MRP Capital Investments
Georgia
$132K +$132K +2,281 New
CS
653
Credit Suisse
Switzerland
$130K +$130K +2,249 New
FNBOSM
654
First National Bank of South Miami
Florida
$127K +$116 +2 +0.1%
JWA
655
JFS Wealth Advisors
Pennsylvania
$111K
LB
656
Legacy Bridge
Iowa
$110K
3IP
657
3Chopt Investment Partners
Virginia
$109K +$109K +1,889 New
GWMI
658
Guardian Wealth Management (Illinois)
Illinois
$101K +$101K +1,744 New
LFG
659
Larson Financial Group
Missouri
$97.6K +$33.4K +579 +52%
PP
660
Pacifica Partners
Canada
$75.3K
BAAM
661
Baker Avenue Asset Management
California
$75.1K +$75K +1,299 New
WB
662
Webster Bank
Connecticut
$75K -$1.21K -21 -2%
CHA
663
Carmichael Hill & Associates
Maryland
$66.4K +$13.1K +226 +25%
CFB
664
Cullen/Frost Bankers
Texas
$65K
IFAM
665
Institutional & Family Asset Management
Colorado
$65K
MFC
666
Morris Financial Concepts
South Carolina
$60.4K +$60.3K +1,044 New
TWA
667
TCI Wealth Advisors
Arizona
$57.8K +$57.8K +1,000 New
MM
668
Main Management
California
$55K -$19K -329 -26%
ME
669
McIlrath & Eck
Washington
$54.2K
VNIM
670
Vaughan Nelson Investment Management
Texas
$51K
PFM
671
Phillips Financial Management
Indiana
$49.6K
CT
672
Colonial Trust
South Carolina
$49.4K +$49.3K +854 New
LWANC
673
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.1K +$49.1K +850 New
MFA
674
McClarren Financial Advisors
Pennsylvania
$48K -$24.3K -420 -34%
NRC
675
New Republic Capital
North Carolina
$45.4K +$45.4K +785 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.