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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
JWM
701
Janiczek Wealth Management
Colorado
$19.7K
CFFP
702
Center for Financial Planning
Michigan
$17.9K
Bessemer Group
703
Bessemer Group
New Jersey
$17K
SC
704
Stephens Consulting
Michigan
$17K +$16.9K +293 New
PP
705
PrairieView Partners
Minnesota
$16K -$31.5K -545 -66%
PFC
706
Phocas Financial Corp
California
$15K +$15K +260 New
FM
707
Family Management
New York
$14.9K -$875K -15,151 -98%
GFWA
708
Grey Fox Wealth Advisors
Delaware
$12K +$12K +207 New
OCM
709
Orion Capital Management
California
$9.77K -$347K -5,999 -97%
DWMG
710
DB Wealth Management Group
California
$9.43K +$9.42K +163 New
BlackRock
711
BlackRock
New York
$9.25K
HWMA
712
Heritage Wealth Management (Arizona)
Arizona
$9.25K +$4.62K +80 +100%
BWM
713
Baystate Wealth Management
Massachusetts
$9K +$8.55K +148 New
CT
714
Caldwell Trust
Florida
$8.38K
RA
715
Rise Advisors
New York
$8.06K +$58 +1 +0.7%
UB
716
UMB Bank
Missouri
$8K -$4.39K -76 -34%
C
717
Covestor
United Kingdom
$7K -$7.68K -133 -52%
FCMT
718
Founders Capital Management (Texas)
Texas
$7K
AA
719
Addison Advisors
Vermont
$6.94K
NFSG
720
Newbridge Financial Services Group
Florida
$5.43K
BCMLT
721
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.03K
AWM
722
Abound Wealth Management
Tennessee
$4.29K +$4.28K +74 New
RFS
723
Retirement Financial Solutions
Tennessee
$3.12K +$3.12K +54 New
AW
724
Avion Wealth
Texas
$3K
BSB
725
Bangor Savings Bank
Maine
$3K

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.